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Utilization Strategy

Retirement Expenses are primarily categorized as Essential Expenses (Household, healthcare etc.), Liabilities & other Discretionary expenses. Besides this, there can be certain post retirement goals for which you might want to set aside certain corpus. The key is to prioritize these expenses in the order of their importance and then plan for their fulfillment through either your investments / earnings post retirement.

It is very critical to consider the impact of inflation, taxation, health care related expenses and insurance etc. while planning your utilization strategy.

The objective is to prepare a personalized and highly optimized investment and utilization plan for you which coincides with your risk profile and your financial needs from time to time.

Our assumptions with respect to long term macro-economic variables, trends in expenditure, life expectancy etc. is based on our proprietary research.

Have a question? Write to us at inquiry@principalindia.com.


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