Retirement Planning
Retirement is a financial milestone, not just an age. At Make My Bank, we design personalized retirement plans tailored to your income, lifestyle, healthcare, and legacy goals—helping your money work harder so you can enjoy a secure, confident, and worry-free future.
What We Offer
Retirement Readiness Assessment
- Calculate future cost of living and inflation impact
- Evaluate current savings, investments, and assets
- Identify lifestyle gaps and long-term liabilities
Retirement Corpus Planning
- Set retirement age and income benchmarks
- Build a diversified corpus across debt, equity, pension products
- Allocate resources for post-retirement expenses and dreams
Pension & Annuity Solutions
- Compare NPS, PPF, SCSS, EPF, and private pension schemes
- Advise on annuity vs drawdown strategies
- Select monthly income plans with low risk exposure
Healthcare & Contingency Buffer
- Include medical inflation and long-term care needs
- Align health insurance and emergency funds
- Prepare for single-income or spouse-loss scenarios
