Retirement Planning

Retirement planning is a priority and allows you to identify how every financial decision takes effect, on other different areas of your finances. Screening each financial decision as a whole, you can consider its short-term and long-term effects on your life goals. Planning for retirement, you can feel more secure that your goals are on track.


It’s never too late to start a retirement plan or review your existing plan, eventually it helps keep your worries at bay after retirement. It is vitally important to set goals for retirement as early as possible.


“A penny saved is a penny earned”. For e.g: The compounding effect of investing money in similar assets as pension takes care of your short time needs. It is a building fund for your retirement.


Feel free to contact and will be happy to assist you to build wealth for your future.

About Us

Uma Srinivasan is a Commerce Graduate and has more than 20 yrs of experience in guiding people through Investments. She has been assisting varied individuals in and around Mumbai to keep a check on their finances, guiding them in investments to score on their future building money from the investments made today. know more