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Live Beyond.
Strategies designed not only to meet your goals—but to preserve your values, protect your loved ones, and create a legacy that lasts beyond a lifetime.
About Goals
The financial goals of an individual or a family are similar to any other individual and family, but they are not the same and thus require individual attention.
Income and savings
Income is the foundation of your finances — protecting it ensures stability. Saving and investing from it secures your future goals and deserves equal protection.
Retire and Legacy
Retirement can span 25 years without active income—planning is essential. Equally vital is ensuring your assets are passed on according to your wishes
Child’s future needs
Planning early for your child’s education ensures they start their career building wealth—not repaying debt—while keeping your other goals undisturbed and on track.
Dreams and lifestyle
Beyond responsibilities, planning for your aspirations and lifestyle goals—including children’s marriage expenses—is key to living the life you envision.
Are you making these financial mistakes?
At 20s: No proper savings, Flashy investments
At 30s: Delaying investments due to liabilities
At 40s: Using retirement savings for other purposes
At 50s: Using risky products to create funds fast
Golden Rules for Investors
Start Early. Be Regular. Think Long-term.
| Start at 25 | Start at 35 | Start at 40 |
|---|---|---|
| Monthly SIP 10,000 | Monthly SIP 10,000 | Monthly SIP 10,000 |
| Invest till 60 | Invest till 60 | Invest till 60 |
| Corpus at 60: 5.51 Crores | Corpus at 60: 1.70 Crores | Corpus at 60: 91.98 Lakhs |
Note: Above calculation is based on 12% assumed rate of return. Disclaimer: We’ve made efforts to ensure accuracy of the calculations given above, but we do not guarantee it. Mutual fund returns are not guaranteed. Read all scheme-related documents carefully. Above calculation is based on 12% assumed rate of return and is not intended to be, nor should it be construed as, investment advice or a recommendation to buy or sell any financial products or securities. Investors should carefully consider their investment objectives, risk tolerance, and financial conditions before making any investment decisions.