AMFI ARN-286886 · IRDAI Broker Licence 1067
+91 60039 03737
Planning
Three goals come up in almost every household. Each needs an investment part and a protection part, and each part is handled by the company licensed for it.
How much you will need depends on what you spend today, how prices rise, and how many years you will spend retired. The plan sets a target and a monthly amount towards it, and is reviewed every year.
Tax saving works best as a by-product of a plan, not a rush in March. Some investments and insurance premiums reduce taxable income under the Income Tax Act. The limits change with each Finance Act. Trustner does not file returns: your chartered accountant does, and we work with them.
A goal with a fixed date. The amount is estimated in today's costs and raised for inflation, then funded monthly. The plan also asks what happens to the goal if the earning parent is not there.
Calculators for these goals are on MeraSIP ↗, run by Trustner Asset Services. Results there are illustrations based on a return you assume. They are not a promise.
Get in touch
Tell us the goal. The call comes from the company that handles it, and it says so.
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