Retirement Planning
The real question isn't what your portfolio returns. It's when you get to stop working, and what that life looks like. We plan backward from that answer. Most corporate professionals spend their working years building a corpus. What that corpus needs to do after retirement is a separate and equally important question: how much monthly income it generates, how it holds against inflation running at 6 to 7% annually, how it accounts for healthcare costs that rise faster than general inflation, and whether it lasts as long as you do. Ananta Wealth plans for both phases.
What it covers
Corpus Identification
Working out the corpus you need to retire on your terms, accounting for your lifestyle, your timeline, and the inflation that will work against it.
Post-Retirement Income Planning
Structuring how your corpus generates a regular, reliable income after your salary stops, across the years that follow.
Withdrawal Strategy
Planning how you draw from your corpus in a way that is tax-efficient, sustainable, and built to last the full length of your retirement.
How it works
Understanding your situation
Rajesh begins with a detailed conversation about your current finances, your retirement timeline, your expected lifestyle, and what you have built so far. Nothing is assumed.
Building your retirement plan
Rajesh identifies the corpus you need, maps your post-retirement income, and structures a withdrawal strategy specific to your timeline and goals.
Implementing the plan
Rajesh works with you to put the plan into action across the areas that need attention.
Reviewing regularly
Retirement planning is not a one-time exercise. Your plan is revisited as your life, your finances, and the market change.
Start a conversation
Ready to build your retirement plan?
Book a conversation with Rajesh to get started.