#nri #nrimoneyclinic #retirementplanning
Is a Mutual Fund Systematic Withdrawal Plan (SWP) enough to fund your retirement? In this video, Dr. Chandrakanth Bhat explains why depending entirely on mutual fund SWP during retirement can expose your corpus to market volatility and sequence-of-returns risk.
Learn how to build a stress-free retirement plan by combining annuity or pension income, bonds and other fixed-income investments, and mutual funds. The video explains how annuity plans can create a guaranteed monthly income for life, provide financial security for your spouse, protect your retirement corpus, and complement inflation-beating investments.
If you are an NRI planning to retire in India or are above 45, 50, 55, or 60 years of age, this retirement-planning guide will help you understand SWP vs annuity, pension plans, guaranteed retirement income, retirement cash flow, wealth protection, and how to create a dependable salary after retirement.
LINK TO REGISTER FOR THE WEBINAR
“STRESS FREE RETIRED LIFE IN INDIA”
https://us06web.zoom.us/webinar/register/1017843531305/WN_o-olpEC0RXGGMZwvfaHqFQ
You can reach to us by sending a message on WhatsApp
WhatsApp Number: +971 551124596
Or click on the link below
https://wa.link/2jh25k
We are not SEBI Registered Investment Advisors
We are AMFi Certified Mutual Fund Distributors
Services offered by NRI Money Clinic
* Life & Critical Illness Insurance.
* Child education
* Emergency Funds
* Retirement Plan
* Health Insurance
* Wealth Building
* Tax planning ( investments to minimise tax impact)
* Dollar investment ( Only for NRIs in Middle East and Africa )
* Mutual Funds ( NRIs other than in US & Canada)
* PMS ( Portfolio Management Service)
* Fractional Real Estate
* Cash flow planning (Pension, Guaranteed Return plan , Fractional real estate)
* Tax filing and chartered accountant services. (Outsourced services)
* Wills and inheritance planning. (Outsourced services)
* Property record legal verification (Outsourced service)
* Real Estate in Dubai (Outsourced service)
* Real Estate in Mumbai and Goa (Outsourced service)
In case you are interested in using our services you can send a message on Watsapp:00971 551124596 or click on the link below
To know more about our business and our business model please watch the below video
https://lnkd.in/g7cj2rgJ
Our Website: www.nrimoneyclinic.com
LinkedIn: https://www.linkedin.com/company/nrimoneyclinic/
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CHAPTERS
00:00 Why Mutual Fund SWP Alone Can Fail
01:14 Stress-Free Retirement in India for NRIs
02:31 Retirement Planning: How to Replace Your Salary
03:39 Why One Retirement Product Is Not Enough
04:23 Annuity and Pension as Your Basic Retirement Salary
04:58 Bonds and Fixed Income for Additional Cash Flow
05:28 Mutual Funds for Growth and Inflation Protection
06:15 The Risk of Depending Only on Mutual Fund SWP
06:59 Ideal Retirement Portfolio: Annuity, Bonds and Mutual Funds
08:04 Five Reasons Annuity Is Essential for Retirement
10:00 Lifetime Pension Income and Spouse Protection
11:12 Protecting Your Retirement Corpus from Scams
12:04 Nomination, Death Benefits and Wealth Transfer
13:52 Do Annuity Plans Offer Low Returns?
15:37 Liquidity in Modern Pension and Annuity Plans
16:37 Can Annuity Income Beat Inflation?
17:39 Building Inflation-Proof Retirement Cash Flow
17:59 Retirement Planning, Risk Profile and Mutual Fund Buckets
19:46 When to Buy Annuity: Age 45, 50, 55 or 60
21:54 Final Advice for a Secure and Stress-Free Retirement







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