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Planning tool

Dream Retirement

Illustrate a retirement corpus from today’s expenses, longevity and assumed rates before and after retirement. Not a forecast or guarantee.

Your assumptions

yrs
1870
yrs
4080
yrs
60100
50001000000
%
015
%
015
%
015
0500000000
%
020
%
120

Monthly expense at retirement

₹2,14,594

Yearly expense at retirement

₹25,75,122

FV of existing savings

₹68,48,475

Illustrative corpus required

₹5,07,42,328

After subtracting grown existing savings

Lumpsum option today

₹29,84,832

Monthly SIP required

₹29,810

Illustrative values over time

Assumptions used

  • Current age35 yrs
  • Expected retirement age60 yrs
  • Life expectancy85 yrs
  • Current monthly expense50,000
  • Assumed inflation (pre-retirement)6 %
  • Assumed inflation in retirement5 %
  • Assumed discount / risk-free rate6 %
  • Existing retirement savings10,00,000
  • Assumed return on existing savings8 %
  • Assumed return on new investments12 %

How to read this

Expenses are inflated to retirement; corpus need is an illustrative growing annuity discounted at your risk-free assumption.

Existing savings are grown to retirement and subtracted from the need before sizing lumpsum or SIP.

Actual outcomes may differ. This calculation is not a promise or guarantee of any result.