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Getting married

Did you know?

Only about 12% of the Indian workforce is covered by some form of retirement benefit scheme.

With more than 88% of the working population uncovered, the existing system is unlikely to act as a social security umbrella for retirement.

 

Getting married?

As your individual financial goals become mutual, analyse some of the financial planning needs, which you must address to secure your family’s future financially. A Principal Retirement Planner can help you address some questions:

  • What are your financial goals and how are they prioritized? How will you work toward these goals?
  • Do you plan to buy a home?
  • Do you want to start a family?
  • Have you worked out a monthly investment plan?
  • Have you analysed the insurance needs of your working spouse?
  • How much should you be saving for retirement?
  • What is your risk tolerance for investing?
  • Do you and your spouse have the same tolerance for risk or do you differ?

How We can help

When you get married, your lives change and so do your financial needs. We can help you start your finances on the right path with an eye towards your family’s future dreams.


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

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