How to make your assets to work for you in your Retirement?

How to make your assets to work for you in your Retirement?

Ramesh is about to retire in a month, he is a very proud man; he has accumulated a good amount of wealth for his retirement. He has good corpus from provident fund, a good portfolio in Stocks, Mutual Funds, 3 Houses from where he is receiving rental income.

However he is not confident of not handling his money after retirement, what are the principles that can help Mr.Ramesh?

First he should classify his assets into 3 Categories

1.      Assets that will be needed for immediate, routine and monthly expense ( Monthly house hold expense / Fuel / Utility / Core regular expenses )

2.      Assets that will be used for later and whenever he needed it ( Health care / Life style / Vacations / house maintenance )

3.      Assets that will be given away to his heirs.

Classify your assets in these 3 buckets and choose a suitable product from where you can utilise funds for the purpose.

Retirement can be easy if we take charge of our assets and make them works for us, many of us live the assets so much but we fail to use them in our lifetime. Do not belong to this category and avoid falling to this trap. Use your assets more efficiently and live your retirement life with fulfilment and completeness.

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Sathish Kumar

Wealth Consultant

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Email: Sathish@vizhi.net

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