Retirement Planning

Give The Journey Of Your Retired Life,
A Perfect, Confident and Independent Start.

retirement-road

Steps To Create A Perfect Retirement Plan And Live Your Dream Retired Life

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Create Your Retirement Requirement

Decide the age you wish to retire at and the kind of retired life you wish to live.
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Assess Your Current Position

List down your current investments, understand the number of years left for your retirement and let our Retirement Planning Experts perform an in-depth calculation of your current investments using our innovative AI-Powered Tool to identify if your current investments will be enough to achieve your retirement goals or not.
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Identify New Investment Avenues

Based on the result of the research, our Retirement Experts will identify the additional investment options and create a perfect retirement plan that will successfully help you to get the returns required to achieve your retirement goals. Going beyond just retirement planning our analysis also gives you effective tax planning and investment planning recommendations that give you a 360 degrees financial plan and complete peace of mind.
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Put The Plan Into Action

As the first step to making any plan successful is implementation, our experts will help you to put the plan into action and make the required investments. Going further, they will also actively manage the investments until you reach your desired goals.

This Is How Your Customised Financial Report Will Look Like

Keeping your requirements in mind we create a customized plan that solely aims to fulfil them and give you the kind of retirement life you wish to live.

Gives you a clear overview of your currently available retirement surplus and shortfall i.e. where have you reached and how long to you need to go to achieve your goal.

Gives you a detailed and a year-on-year picture of the cashflow during your retired life.

Retirement Requirements

Keeping your requirements in mind we create a customized plan that solely aims to fulfil them and give you the kind of retirement life you wish to live.

Retirement Corpus

Gives you a clear overview of your currently available retirement surplus and shortfall i.e. where have you reached and how long to you need to go to achieve your goal.

Projected Post Retirement Cashflow

Gives you a detailed and a year-on-year picture of the cashflow during your retired life.

How Fintoo’s Customised Retirement Planning Helps You ToAchieve Your Retirement Goals Live Your Dream Retired Life.

Security

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We Promise You Complete Secrecy And Security - Whether it is about your information or your investment we believe in protecting both using only the best of technology and expertise.

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Vulnerability Assessment and Penetration Testing - While being confident about our security measures, we also believe in testing them for on-ground reality.

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Cloud Infrastructure – When it’s about the security of your vital information, we believe that ‘the more the better.’ So, in addition to our privacy protection, we use AWS Cloud infrastructure to host all our operations in order to further enshield your information from any incident of information leak or loss.

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Data Security – Believing in ‘prevention is better than cure’, we have developed an exclusive role-based access control system that uses OTP i.e One Time Password and Captcha Code to prevent any unauthorised individual from accessing the information.

Wish to know more about our security measures? Take a look at our Privacy Policy or Contact Us at +919699800600 or online@fintoo.in

FAQ

How can I save Income Tax?

The income tax department has given several ways to claim exemptions and deductions under several sections like 80C, 80G, 80D etc. To know more about tax savings in detail, please refer to our blog https://www.fintoo.in/blog/why-millennial-should-opt-for-a-robo-advisory/

Do I need to change my existing tax planning strategy?

Whether to change your existing tax planning strategy or not can only be decided after analysing your current strategy and exploring its potential to achieve your tax-saving goals. Along with our experts, you can also Re-Evaluate Your Tax Planning Strategy using the following details https://www.fintoo.in/blog/re-evaluate-your-tax-planning-strategies/

Should the youngsters prefer assisted advisory or Robo Advisory for tax planning?

It is recommended that young investors can use the Robo Advisory tool for tax planning because of the following reasons; https://www.fintoo.in/blog/why-millennial-should-opt-for-a-robo-advisory/

How much can Section 80C help me in tax planning?

Section 80C is one of the most common tax-saving tools and here’s everything you need to know about tax saving under section 80C https://www.fintoo.in/blog/why-millennial-should-opt-for-a-robo-advisory/

Does tax planning mean tax avoidance or tax evasion?

No, tax planning, tax avoidance and tax evasion are completely different and here are the details https://www.fintoo.in/blog/why-millennial-should-opt-for-a-robo-advisory/