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5 steps to make the most of your finances
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- Conduct a comprehensive review of your net worth - Update the NETWORTH CALCULATOR at least twice a year.
- Based on your lifestyle, estimate the money that you will need at retirement in
today's value terms (use our KAUN BANEGA CROREPATI). Plan for about 20 years
of retirement.
- Determine the shortfall or excess in today's savings levels
- Review your monthly expenses to see if you need to make any adjustments to meet
your monthly retirement savings target
- Review your portfolio in consultation with your financial advisor. Ensure that it
is sufficiently diversified across asset classes.
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Call Toll Free on
1800 3000 3300
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