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Retirement
Planning


No matter what your life stage status, you will need to retire one day. And the best way to plan retirement is to start as early as you can. Your Plutus advisor can help you achieve your dream and ensure that you stay on track to achieve your retirement goal.

Planning for the single goal of retirement

Review and advice on all investement made for retirement

Scenarios include goal setting and mapping and planning to achieve the same with a combination of lump-sum and systematic investments

Life-long cash flow scenarios built-into the plan with a comprehensive cash withdrawal plan post retirement

100% online - no papers involved

Work with a planner with a plan review every six months and a investments review every 3 months

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Comprehensive
Financial
Planning


Solving financial issues one at a time makes it harder for you to get to where you want to be, hence your Plutus advisor takes as disciplined and integrated approach to achieve all your dreams and goals and prepares you for all the uncertainties

Planning for multiple goals across the family

Review and advice on all existing investments

Overall goal cost and achievability analysis including investment strategies to achieve them collectively

Individual assessment of all goals including plan to achieve them considering existing and future investments

Life Insurance need analysis

Liability analysis and strategies to pay-off debt

100% online - no papers involved

Work with a planner with a plan review every six months and an investment review every 2 months

Comprehensive
Financial
Planning &
Wealth
Advisory


In addition to helping you plan at an overall level; your Plutus advisor will provide our view on the various investment products and confirm your analysis and additionally, help facilitate the transaction for your seamlessly

Planning for multiple goals across the family

Review and advice on all existing investments

Overall goal cost and achievability analysis including investment strategies to achieve them collectively

Individual assessment of all goals including plan to achieve them considering existing and future investments

Life Insurance need analysis

Liability analysis and strategies to pay-off debt

Work with an investement counsellor and a financial planner with a plan review every three months and an in-person investment review every month

Physical financial plan report submitted on completion

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