Whether you're starting early, midway through your career, or nearing retirement, it's never too late to begin or refine your plan.
Watch this Investors' Hangout video to learn how to estimate your retirement expenses, set realistic goals, and choose the right mix of assets for your portfolio.
Be it queries related to mutual funds, stocks, or tax-saving investments, Value Research [ Ссылка ] will answer all of them. Feel free to post your query on [ Ссылка ].
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Here are the key takeaways:
* It is crucial to start investing early and regularly to build a temperament for equity investing.
* Build substantial wealth by investing 20% of your monthly income in equity until five years before your retirement. Do not use retirement corpus for any other purpose.
* For those retiring in the next 5-7 years, the income requirement could be around 60-70% of current expenses.
* If you're five years away from retirement, plan your equity exposure aggressively. Avoid a conservative approach if you're not solely dependent on the income from your investments.
* Be cautious of unforeseen healthcare costs. Ensure that you have more than your estimation.
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Chapters:
00:04 Introduction
00:29 How to estimate your retirement expenses?
02:41 Where should you invest for retirement?
05:06 What should be your asset allocation if you are 5 years away from retirement?
07:55 Are Balanced Advantage Funds a good option to invest for retirement?
09:04 If you are about to retire, what should you be careful about?
10:59 Actionable advice for dream retirement
12:16 Viewer's question: How much corpus do I need to retire in 10 years? Five years from now, I have to send my son abroad for a master's. I have FDs/PF/EPFs/gold bonds etc. And my current investments/savings are close to Rs 4 Crore.
14:15 Key Takeaways
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