You are retiring soon, You have accumulated funds in various investments like PPF, PF, Stocks, Real Estate, Insurance policies, Mutual Funds, Fixed deposits, gold etc., It is time to consolidate them into a proper income generating assets. The asset allocation comes into the play and the asset allocation distribution depends on the cash flow requirement, corpus accumulated, risk profile, exigency requirements etc.,
Investpro helps you with creating right asset allocation by analyzing the present situation. We come up with portfolio recommendation that not only generates the kind of cash flow one is looking for but also we help in growing the corpus to sustain returns to support the increasing expenses due to Inflation.
In the absence of retirement pension, it is very important and essential to invest the accumulated retirement benefits in such a manner that the downside risk is measured, protected and fixed cashflows are ensured. In our endeavor we follow the principle of safety over the returns approach in creating the portfolio.