2 decades of experience | Helped 20,000+ salaried individuals | save lacs in money and years in time
Learn The Proven IPS Framework Followed By Smart Investors Worldwide
To Achieve 3 - 5 Lakhs Monthly Income After Retirement
S. M. Agrawal
Retirement Planning Expert
Why Should I Be Your Mentor?
- More than 2 decades of Experience in the Wealth Management Industry
- Worked with companies like HDFC Bank, Citibank, Reliance Wealth and InCred Wealth
- Exposure to Wealth Management Solutions- Financial, Retirement, Risk and Goal based solutions
- Exposure to products like Mutual Funds, Direct Equity, PMS, AIF, Unlisted Shares, Structured Debt, Bonds, Market Linked Debentures, Corporate FDs, SGB, LAS, Immigration through Investment, Succession Planning, etc
- Helped big corporates and Startup make their Investment Policy Statement, design their portfolio, and execute it
- Helped UHNI's and family offices with Asset allocation& portfolio construction
- Have advised more than 20,000+ clients on Retirement Planning
- Have witnessed multiple bull and bear market cycles
Problems In Planning for Retirement
- Lack of Financial Literacy
- Underestimating InflationImpact
- Inadequate Retirement Corpus
- Procrastination in Savings
- High dependency on EPF
- Insufficient Diversification
- Lack of Contingency Planning
- Underestimating Life expectancy
- Poor risk management
- Confusion over investment option
- Balancing Current Expenses
- Over reliance on children
- Unmanaged Debt burden
- Healthcarecost concern
- Unplanned early retirement
- Failure to re assess goals
- Market volatility fears
- Inconsistent Investment Discipline
What You Will Learn In This Webinar
- IPS Framework
- Importance of starting early
- Setting retirement goals
- Inflations impact on Retirement planning
- Building an emergency fund
- Balancing current expenses and retirement goals
- Avoiding common mistakes
- Understanding Risk Tolerance
- How to choose right mutual fund
- Systematic Investment Plan
- Step Up SIP
- Systematic Withdrawal Plan
- Health Insurance Checklist
- Life Insurance Planning
- Childs education or retirement goal
- retirement income strategy
- Diversifying Investments
Exclusive Bonus Worth ₹ 10997
Free Asset Allocation E-Book
(Worth 4999)
Free Family Record Keeping E-Book
(Worth 999)
Free Know Your Risk Profile &
Asset Allocation
(Worth 4999)
Frequently Asked questions?
I am 35 years old. Is it worth for me to attend?
The earlier you start, the easier it is to retire rich without stress. Even a small investment today can grow into crores with the right strategy.
I am in the age group of 50 years. Should I be attending the Webinar?
This webinar will show how to maximize your savings in the next 10 years and ensure you don’t run out of money in retirement.
I have a relationship manager with a reputed organisation. Should I be attending the Webinar?
Sometime there are too frequent in the Relationship Manager even before the Relationship is established. This webinar helps you build a strategy tailored to YOUR goals, not just pick random products and will help you make better judgement.
I don’t have enough savings. Will this webinar still be useful?
Yes! This webinar helps you start from wherever you are and build a solid, realistic retirement plan—whether you have ₹1 lakh or ₹1 crore saved.