Investment Options for Senior Citizens
Let us build you an income flow that will always beat the inflation
Trying to beat inflation is important, but you need your investments to do more than just that. As your trusted financial professional, we excel at developing exceptional investment options for senior citizens. Our goal is to provide you with a steady flow of income that enables you to maintain the lifestyle you desire.
How can we help
Superior investment options for senior citizens to secure wealth and attain financial comfort
Retirement planning is effective only when you execute it well and your investments provide you consistent returns over a longer period of time. Only a seasoned financial professional can deliver that. Which is where we come in.
Ensure worry-free wealth transfer & everything else to the last detail
Get expert guidance on finding the perfect investment options for senior citizens. We’ll help you with everything from making appropriate nominations to choosing the right holding patterns. Trust the professionals to lead you down the path to financial success. That’s because the value of investments lies not just in their returns but also the ease with which the right beneficiaries can enjoy it.
Three factors that favour your age group
You will need better liquidity, because investments are your primary income.
Be sure your investments are robust and continue generating good returns
Avoid getting into fancy, radical, or poorly regulated investments.
It’s not always easy to do all of these things yourself, given your other personal and professional commitments.
And that’s exactly where our role as a personal finance expert begins.
Book a free consultation now
Frequently asked questions
Yes, Absolutely. Remember how your household expenses double almost every 8-10 years? Back then if you were spending Rs 25,000 per month, today you’re spending Rs 50,000 per month. And about 8 years from now, you’ll be spending Rs 100,000 per month.
So you need to protect and improve the purchasing power of your investments. Equity funds are just the right investment for you to make sure you are protecting and improving the purchasing power of your funds.
We can not afford to make costly mistakes in investing, especially once we are retired. One-on-one discussion at FinVoyage has given me the confidence that I am on the right track and it is clearly visible in the portfolio performance. I have realized and therefore emphasise that the earlier we start our financial journey with a right planner/consultant, the better.