Retirement Planning

Enjoy a financially independent life post-retirement with our retirement planning solutions.

  • Combination of products like mutual fund, life insurance, NPS, etc.
  • Continuous cash flows during your retirement years
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Private Client Group (PCG) of IIFL Securities

  • IIFL Securities is one of India's top brokerage houses & financial services companies.
  • Private Client Group (PCG) of IIFL Securities caters to the very unique & specific needs of some of the most valuable clients of the company.

Following are some of our products for these valuable clients.

Retirement Planning - For a richer life after retirement

Key features of Retirement planning at PCG:

Our retirement planning products are designed keeping in mind the following:

  • Unique needs of each customer during his or her retirement years.

  • Your current level of income.

  • Your expected level of income in future years.

  • Number of years to your retirement.

  • Your unique risk tolerance.

Our unique value proposition

  • Our retirement planning products may enable you to maintain the same standard of living, as you have currently, in your retirement years.

  • Our retirement planning products are based on our extensive research.

  • They are based on our expertise in giving investment advice.

Benefits of taking our retirement planning products

  • The most important thing that you can do for your future is retirement planning.

  • In this high inflation scenario, it is important to preserve the real value of your income during post-retirement years.

  • Our retirement planning products will be tailored to take care of your unique cash flow needs during your retirement years.

  • They are based on our extensive research, analysis and expertise.

  • Our retirement planning products will combine a mix of mutual funds, life insurance products, national pension system products etc.

  • This will ensure that you have a diversified retirement nest egg.

Terms and Conditions

Investments in securities are subject to market risks. Please read all related documents carefully before investing. There is no guarantee or assurance that investment objectives will be achieved. IIFL does not guarantee any assured return on any investment recommendation.

Disclaimer

All investments are subject to market risks and price fluctuation risk and there is no assurance or guarantee that the investment objectives shall be achieved. IIFL does not guarantee any assured returns on the investments recommended herein. The return on investments mentioned herein is based on certain assumptions and actual returns may vary from the indicative returns mentioned herein. Past performance of securities/ instruments is not indicative of their future performance. The performance of the investment products recommended in the Report may be adversely affected by various factors such as the performance of individual companies, changes in the market conditions, micro and macro factors and forces affecting capital markets in particular like interest rate risk, credit risk, liquidity risk and reinvestment risk. Your specific attention is drawn towards warnings, disclaimers in documents, advertising materials relating to investment products, recommended, if any, in the Report. Investment in securities market are subject to market risks, read all the related documents carefully before investing. Please read the Risk Disclosure Documents carefully before investing in Equity Shares, Derivatives, Mutual fund or other instruments traded on the Stock Exchanges. Insurance, Tax planning scheme are the subject matter of solicitation. IIFL does not underwrite the risk or act as an insurer. Performance related information if any is not verified by SEBI.


Though all possible care has been taken to ensure the accuracy of data/information, IIFL makes no representation/s or warranty/ies, express or implied, as to the accuracy, completeness or reliability of any information compiled herein, and hereby disclaims any liability with regard to the same, including, without limitation, any direct, indirect, incidental or consequential loss. You shall verify the veracity of the information on your own before using the information provided in the Report. This report shall not be reproduced, redistributed, or passed on, directly or indirectly, to any other person, or published, copied, in whole or in part, for any purpose whatsoever. Depending upon your specific requirements and information further supplied by you, IIFL reserves the right to make any modifications and alternations to this Report, as may be required from time to time. IIFL takes no responsibility of verifying the accuracy and authenticity of the information received for preparation of this Report. IIFL group, associate and subsidiary companies are engaged in providing various financial services and for the said services (including the service for acquiring and sourcing the units of the fund) may earn fees or remuneration in form of arranger fees, referral fees, advisory fees, management fees, trustee fees, Commission, brokerage, transaction charges, underwriting charges, issue management fees and other fees./p>

IIFL Securities Ltd., IIFL House, Sun Infotech Park, Road No. 16V, Plot No. B-23, MIDC, Thane Industrial Area, Wagle Estate, Thane - 400604. Tel.: (91-22) 2580 6650 *Customer Service: 40071000


*Stock Broker SEBI Regn.: INZ000164132 *Depository: INDP185 2016 *MF Distributor ARN: 47791, *PMS SEBI Regn.: INP000002213, *Investment Adviser SEBI Regn.: INA000000623, *Research Analyst SEBI Regn.:-INH000000248


Please note that this post is for information purpose only and not an invitation to subscribe to the units of the fund as the same is only offered on private placement basis. Investment in securities market is subject to market risk please read offer documents carefully before investing.

Copyright © IIFL Securities Ltd. All rights Reserved.

Stock Broker SEBI Regn. No: INZ000164132, PMS SEBI Regn. No: INP000002213, IA SEBI Regn. No: INA000000623, SEBI RA Regn. No: INH000000248.