How to reach a financially secured retirement before retiring from work

To many of us the word retirement triggers images of old age, living within limited means or it simply triggers anxiety because many of us are not financially well prepared for it.

Now thanks to access to various investing products and approaches, securing one’s financial future doesn’t need to be as stressful or seemingly impossible task. In fact it will be prudent to redefine retirement stage as when passive income from accumulated investments meets or exceeds one’s active income, thereby making continuing to work a wholly matter of choice.

We at Prudent Finvest have formulated a holistic approach to retirement planning, wherein we first establish an income level desired by the client upon his retirement and then work out the corpus that would be needed to generate that level of income. We then review the existing client portfolio to align it in a way that will enable the client to reach the target corpus in the most efficient and low risk manner. We will prepare a comprehensive action plan, which will define an asset allocation strategy and also define investment products to invest future funds.

Once the target corpus is reached, we will work out the most efficient asset allocation, in line with client risk capacity and tolerance that will generate the desired level of income yield for the client. This is where our unique investing strategy PrudentGain enables client to generate target income yield.

Our role in this entire process will be that of defining the action plan acceptable to the client and then executing it faithfully to deliver the desired results. We firmly believe that any plan is only as good as its execution and that is where we at Prudent Finvest have always focused.

To know more feel free to reach out to us. You can also schedule a free, personalized video consultation with us at your convenience and we shall be happy to assist you. To know more please visit our Helpdesk page.