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    Ages 51–65+
    Retirement & Legacy
    Coming soon

    Retirement and Legacy Binder

    Pension, withdrawals, medical costs and a clear handover for the family.

    ₹1,499₹2,499
    Ask for early access

    Instant download once the pack goes live. Message us to be told first.

    Page by page

    1. 01My retirement income map: pension, EPF, rent, interest, SWP
    2. 02Monthly expense sheet for retired life, with inflation
    3. 03How long will the corpus last? Withdrawal rate planner
    4. 04Senior Citizen Savings Scheme, PMVVY and RBI floating bonds
    5. 05Health insurance and medical buffer for later years
    6. 06Tax on pension, interest and capital gains — simple sheet
    7. 07Document vault checklist: policies, deeds, passbooks, lockers
    8. 08Nomination and will checklist
    9. 09Who to call — family and adviser contact page
    10. 10Yearly review page for the whole binder

    Who it is for

    Pre-retirees, retirees, and children helping elderly parents.

    Retirement income
    Withdrawal planning
    Senior schemes
    Medical costs
    Will and nomination

    What you download

    • Printable A4 binder with tabs
    • Google Sheets withdrawal and corpus planner
    • Document vault checklist
    • Ebook: Retirement and Legacy, India Edition
    Printable binder PDF
    Google Sheets withdrawal planner
    Ebook

    Save with a bundle

    All-Access Family Pass (Ages 5–65+)

    Every pack, every planner, one family. Free updates for life.

    ₹3,999

    Koustav Biswas · AMFI-registered Mutual Fund Distributor · ARN-194809 · EUIN E389902. Educational · AP + AMFI MFD · Not RIA / RA · PaRRVA out-of-scope. These packs are educational learning material for families and are not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully.