Transcript

RETIRE RICH

20 YEARS LATER THEREWILL BE A VERY DIFFERENT

COSTS WILL GO UP

Rs. 10,0002015

Rs. 38,6962035

of 10,000 at 7% Inflation

Rs. 14,0002020

Rs. 19,6712025

Rs. 27,5902030

1,200 X1,200 x Current Monthly Expenses : The amount

of corpus you need to sustain your current lifestyle 20 years later*

*Assuming you withdraw 4% at end of 20 years and inflation is 7%. If you need 50,000 per month today, you will need a corpus of 6 crores at the end of 20 years.

You could amass 6 Crores while starting with only 10,000 per month with Tree of Wealth Program*

* Please see disclaimer

01 02 03

How you could amass 6 Crores while starting with only 10,000 per month*

* Please see disclaimer

Start with 10,000 Rs saving per month. Invest these savings in high growth and tax efficient instruments like Equity Mutual Funds and Debt Mutual Funds, in a proportion that is in line with your risk appetite and capacity.

Every year, you increase your savings by 6,000 Rs per month next year or by 10%, whichever is higher.

Adjust the asset allocation as you near your goal, as well as rebalance your portfolio periodically.

Here’s the MATH*

* Returns assumed at 15% per year for next 20 years

HIGH RETURNS ARE POSSIBLE

Look at performance of funds

SECURE YOUR

FUTURE NOW

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Past performance is not a guarantee of future performance


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