Retirement Planning Questionnaire
Case study on Retirement Planning:-

Mr.Smart wants to plan for retirement at the age of 33. He expects to work for another 25 yrs and retire at the age of 58. His current monthly expense is Rs.10,000/- and expect inflation to be at 7% in his lifetime.He expects to live 25 yrs in retirement.

Do you know he will require a retirement corpus of Rs.2.5crs to maintain his standard of living?

He has invested so far Rs.2 lacs in a good diversified equity mutual fund which he expects it to grow to Rs.1.25cr @ 18%p.a. when he retires.

For the remaining Rs.1.27cr he has to systematically invest in a diversified equity fund Rs.3,000 monthly till retirement, which earns a return of 18% p.a.

From the age of 59 till the age of 83, Mr.Smart will get Rs.60,000 as monthly annuity which increases annually with the life time inflation of 7%.

If your monthly income is less, don't worry. Open your retirement plan account today with lesser amount and slowly reach your monthly required target. Don' t delay in opening retirement plan account.

Other than retirement planning there are other future plans in Mr.Smart's life like daughter's education & marriage, purchase a home & go on a world tour. Can he achieve all his goals in life? Yes if he is discipline in his mutual fund investment and serious about his family.

If you too want to become Mr.Smart, please send the below details for retirement planning.
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Name: *
Email ID:
Contact Number: *
Date of Birth: *
Spouse Name:
Spouse Date of Birth:
Child Name:
Child Date of Birth:
Your occupation along with designation and organisation name: *
Spouse's occupation details:
Till what age you expect to work:
Current expenses per month (annual/12):
Expected post-retirement additional expenses (%):
Expected inflation throughout lifetime (%):
6% or 7% or 10%
Current Annual Income:
Likely Annual Income post retirement:
Estimated years in retirement:
Post retirement how many years you require pension
Expected rate of return on investment (%):
Anticipated post-retirement rate of interest (%):
Amount invested so far (end of current year):
Rate of interest for this amount (%):
Current Gross pre-tax Monthly Salary:
Annual increase of monthly salary (%):
Expected annual increase in monthly investment (%):
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