Fee-Only

Retirement Planning Services

Retirement is the harvesting phase of life, and you would want to live it on your terms. You would want to fulfill your dreams, follow your passion, and to achieve them sufficient money is required.

Working hard is one side of the coin, making sure to protect your hard-earned money is another side of the coin.

You have worked hard, and now it’s time to ensure to protect your hard-earned money so that your future is protected.

Retirement Planning Services can help you protect your hard-earned money so that your financial future is protected.

To ensure that you are getting the proper retirement planning services I have streamlined this process to deliver you in the most simple way possible.

Retirement planning services helps you safeguarding your retirement savings.

So that you don’t keep your retirement at stake by keeping your accumulated corpus at risk till the time of retirement (if it’s invested in a risky asset class).

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retirement plan

What Are The Retirees’ Requirements Upon Retirement?

  • The prime requirement for retirees is of regular income to meet their day-to-day expenses.
  • The second requirement is to protect the capital (corpus accumulated to the date).
  • And last but not least to earn a minimum of 1% more than the prevailing inflation rate & taxation.

After Retirement, Retirees have lots of time in hand which they want to spend on traveling, reading, chatting with friends and family, etc. Retirement Planning Services can help you plan your financial needs and wants which will reap financial peace of mind and live a happy retirement life.

  • This can be achieved if they invest their money in a planned manner in a combination of financial products which ensure them regular income, capital protection, and a decent rate of return.
  • At Zeal Financial Planning, Retirement Planning Services take care of your accumulated retirement corpus investment process to create a regular income stream keeping capital protection in mind.
  • Investment advice will be given based on your:
  • Accumulated retirement corpus (for age 58 & above).
  • Accumulated retirement corpus created so far plus existing ongoing regular investment 

This one action will firmly put you in the right direction to take care of your retirement need. 

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Fee For Retirement Planning Services

For age between 53-57

  • Investment advice will be given based on your:
  • Accumulated retirement corpus investment
  • Existing ongoing regular Investment

One-time Fee. No Commissions.

Rs. 25,000

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For age 58 & above

  • Investment advice will be given based on your:
  • Accumulated retirement corpus investment

One-time Fee. No Commissions.

Rs. 23,000

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(Those who have corpus up to 1 Cr. either in liquid or financial asset like EPF, NPS, PPF, Mutual Funds, FDs, etc or combination for both)

Frequently Asked Questions

To ensure financial stability so that you live your happy retirement life without depending on others. Retirement Planning Services can help you protect your hard-earned money so that your financial future is protected.

Retirement Planning Services is for individuals close to their retirement and who have taken care of all their financial responsibilities.
Anyone who might be already retired or retiring in a few months/years can avail of this service.

If you have other financial goals to work upon along with retirement planning, then Comprehensive Financial Planning Services will suit your need.

Retirement Planning Services have two options, an annual and one-time. Please scroll the page to find more details. 

Client's Love

Testimonials from Client's

I contacted Salma for retirement planning services as I was looking for a planner to help me plan my regular retirement income stream. However, working with Salma gave me a bigger picture, not limited to creating only a steady source of income but also helping me understand other possible retirement requirements like an emergency fund, medicine policy, travel fund, etc. Thanks to her I realized there were lot many things which needed to be planned. Now I'm more confident and at financial peace of mind as I know how to deal with different situations when they come. I enjoyed working with Salma; she is very patient,has a pleasing disposition, pays attention to detail, and explains things from scratch despite asking the same question differently. At any time I needed her advice she was very much approachable and prompt in responding to my queries and that definitely meant a lot to me. I highly recommend her services.
client
Ms. Guru Pyari
Physics Teacher (Retired)

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Helping you live a happy retirement life

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