Retirement planning ensures that you have the adequate cash flow to meet your expenses and retire comfortably. However, rising life expectancy, increasing healthcare costs, and the absence of social security require optimal planning for creating the desired corpus.

Don’t you think it’s important to have income security in retirement?

Do you think you deserve to spend your life with a better lifestyle?

Do you want to feel the joy of gifting to your grandchildren or pursue your hobbies?

Every individual dream of financial freedom and happy retired life. Save and invest smartly over your working life to create a corpus that can help you live comfortably with the right planning. Start your retirement planning today. It's never too early or late to start planning.

Jiyo Befikar Plan

Retirement plan created by experts for a comfortable life
Detailed Risk Profiling
Asset Allocation Guide
Understanding Retirement Needs
Expense Projection
Budgeting And Gap Analysis
Suitable Retirement Product Recommendations
Intelligent Earmarking Of Investments
Delivery of Expert Plan


Sample Financial Report

Retirement Jiyo Befikre Plan

Why you should subscribe?

Keep Investing Simple

About Plan

A simple, convenient, holistic, and cost-effective subscription plan curated by our experts for retiring comfortably. As trusted RIA, you will get 100% unbiased and personalized advice and intelligent earmarking of your investments if required. The plan doesn't include any overnight riches or trading tips but independent and expert-backed wealth creation advice.

Asset Allocation

We advise suitable asset allocation across asset classes like Equity, Debt, Cash, and alternative investment based on your risk profiling, nearness of your goals, and market condition.

Achieve your Goals

Personal goals like retirement, wealth creation, and many more give you a reason to invest. We’ve got you covered with a customized plan.

Risk Management

We rebalance your portfolio periodically and align your asset mix and investments aiming to reduce the risk of not achieving your goals and ensure your plan is on track.


We discuss the recommendation based on the information collected from you. We are here to support you in your financial journey and glad to listen and address all your concerns before the implementation of the plan.

Peace of Mind

You can invest directly or through our online mutual fund investment platform partnered with the BSE Star Mutual Fund. You can do equity investments directly from your existing broker account.


Achieve what you dream with us


We provide a host of Smart features for simple, quick, and delightful investing like Risk Profiling, SIP, Goal-based Investing, Risk Management, Portfolio Rebalancing, and many more.


We recommend the best performing funds and durable instruments with solid fundamentals and time tested investing principles to build a well-rounded portfolio and create long-term wealth for our clients.


As trusted RIA, our advice is 100% unbiased and independent. We don't accept any commission and take a nominal advisory fee from our clients. We work for you hence our advice is completely aligned with your interests and financial goals.


We deploy bank-grade security with encryption. Your Mutual and Equity investments are safe with AMC and in your broker account and never pass through our bank account even during fund transfer.


We believe that investing should be a delightful experience just like any other online shopping experience. Therefore, we are working continuously to develop a one-stop investment solution platform that gives access to a wide range of investment products and services for a hassle-free investing experience.

Don't just retire, retire comfortably

Talk to our experts now