alphainvestments

Client Login
Client Login

Retirement Planning

  • Home
  • Services
  • Retirement Planning

Live Independently in Your Golden Years

Don’t let retirement be a compromise. We help you build a corpus that generates a steady monthly income for life. Using smart withdrawal strategies and tax-efficient investments, we ensure you maintain your lifestyle without depending on anyone.
Enquire Now

Key Benefits

Inflation-Proof Income

Strategies designed to beat rising costs of living in Kerala.

Systematic Withdrawal (SWP)

Get a fixed monthly amount from your investments directly to your bank.

Legacy Planning

Ensure your wealth is passed on smoothly to your loved ones.

We analyze your current age, expenses, and desired retirement lifestyle. Then, we use a mix of Mutual Funds and safe instruments to build a large corpus. For those already retired, we set up SWP (Systematic Withdrawal Plans), which are far more tax-efficient than FD interest. We also help you factor in rising medical costs, ensuring your nest egg is large enough to handle emergencies without stress.
Retirement is the longest holiday of your life, and it needs to be funded properly. At Alpha Investments, we move you beyond traditional Fixed Deposits which often yield low returns after tax. Our Retirement Planning service focuses on creating a “self-sustaining pension.”

FAQs for Retirement Planning

We calculate this based on your monthly expenses and expected inflation (usually 20-25x annual expenses).

Other Services

Scroll to Top