wam retire happy solutions

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Wealthandme Retirement Solutions

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Page 1: WAM Retire Happy Solutions

‘Retire Happy’ Solutions

Mr. RetireHappy saves 28,201* per month when building a

retirement corpus of 2.92 Crores.

Find out how…

Mr. RetireHappy portfolio constitutes financial products

which have

Higher Potential for higher returns.

Is Tax Efficient and Secure.

Professionally managed.

Thereby, reducing the investment he needs to make for

building his retirement corpus. Key is to find products which

provide higher returns with high safety.

We in WealthandMe recommend secure products which

satisfy the above criteria and are based on your risk profile

*Let’s assume Mr. RetireHappy’s age is 30 years old and his

current monthly expense is Rs. 30,000/-. If he is to retire at 60

years and expects to live till 80 years, assuming an inflation of

6% p.a during this period, the expense per month at the time

of retirement is Rs. 1.72 lacs. For this, he would need a corpus

of Rs. 2.92 crores to sustain through his retirement years.

Assuming a 10% return on the investments, he would need to

invest Rs. 14,028/- per month.

Page 2: WAM Retire Happy Solutions

If this return were to be just 6%, he would need to invest Rs.

42,229/- per month to achieve the same retirement corpus.

That is a whopping difference of Rs. 28,201/- per month.