Mrs.Surekha, our existing client told us she would dearly love to retire at sixty.

After gathering all her investment details and expectations. We put together
a plan. she emphasized again that her main goal was to retire at sixty but she
did not know how, when and where this could happen.Ideally, she wanted to
have a decent amount every month which would take care of her expenses
when she retires and has no possible income as she was desperate to retire
and have a healthy and peaceful living.

After reviewing all options and assets, we recommended her “SWP” that is
SYSTEMATIC WITHDRAWAL PLAN, which is the best route for her as this plan
facilitates to put in a lump sum amount after taking into consideration the
factors like amount required per month, time horizon, inflation, returns etc.

Which enabled her to receive the particular amount every month to meet her
needs and objectives .she is a happy lady and duly retired at sixty and the
value of assets, investments that we look after for her is now higher than it
was, despite her taking regular Income.