Planning
Retirement Advisory
Retirement goal setting, corpus planning and investment structuring — with periodic review as the date approaches.
Retirement is the goal most people underestimate and least like to revisit. Our work here is to make the number explicit, then keep the plan honest as circumstances change.
We help you translate the life you want after work into a corpus requirement, and structure investments towards it through the products we are permitted to distribute.
Who is it for?
- Professionals two or more decades from retirement building a corpus systematically
- Investors within ten years of retirement who need the plan stress-tested
- Recently retired investors structuring drawdown from an existing corpus
- Business owners without an employer-provided retirement structure
How Temple Capital helps
- Translate your expected post-retirement lifestyle into a corpus requirement
- Account for inflation, time horizon and existing retirement assets in the plan
- Structure contributions towards the goal using suitable mutual fund categories
- Review progress periodically and adjust as income, expenses or timelines change
- Discuss drawdown structuring as the goal date approaches
Key benefits
A specific, written number instead of a vague intention
Inflation and horizon built into the plan from day one
A structure that adapts as your circumstances change
Continuity of relationship over a multi-decade goal
Temple Capital’s approach
01
Define
Establish the retirement date and the lifestyle it needs to fund.
02
Quantify
Work out the corpus requirement, adjusted for inflation and existing assets.
03
Structure
Set contributions and categories aligned to the horizon.
04
Review
Periodic reviews, with drawdown planning as the date nears.
Retirement planning support is provided within the scope of an AMFI-registered Mutual Fund Distributor. Projections are illustrative only and do not constitute a guarantee of any outcome.
Investments are subject to market risk. Please read all scheme and offer documents carefully before investing. Past performance is not indicative of future returns and no return is guaranteed.
Discuss your requirements
A short conversation is usually enough to tell whether this is the right fit for you.