EstaFin Investments

#121, 2nd Floor, Satallite Complex, Koppikar Road, Hubballi-580020

© Copyright 2025 EstaFin

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Retirement Should Be a Choice,
Not a Compromise.

Whether you dream of traveling, picking up a hobby, or simply relaxing without money worries, planning now can make it possible. At EstaFin, we help you understand your needs, figure out how much you’ll need for retirement, and create a practical plan to secure your income and protect against inflation.

What Retirement Readiness Means

When you are retirement-ready, it means you are maintaining your dream lifestyle, covering health costs, and achieving your personal goals, without depending on your regular income.

  • A defined retirement goal (age & lifestyle)
  • Emergency healthcare coverage
  • Passive income generation
  • Inflation-adjusted savings
  • Tax-efficient withdrawals

How EstaFin Helps Retire Smart

Step 1: Setting Retirement Goals

We examine your retirement needs based on current expenses, the lifestyle you dream of, and expected inflation.

Step 2: Gap Analysis

Identify the shortfall between your current savings and your retirement corpus target.

Step 3: Strategy Design

We build your retirement plan using:

  • Pension schemes
  • Mutual funds & SIPs
  • Annuity products
  • Health insurance & critical illness plans
  • Real estate or rental income strategies (if applicable)
Step 4: Drawdown Planning

As retirement nears, we help you shift from growth to income generation, with minimal tax impact.

Step 5: Ongoing Support

Annual reviews to ensure your plan adapts to life changes, health events, or new financial goals.

Ideal for

  • Mid-career professionals planning an early retirement
  • Business owners seeking a secure retirement roadmap
  • Dual-income families who want to plan together
  • Individuals in their 40s or 50s who feel “late to the game”
  • Anyone who wants financial independence later in life

Why Choose EstaFin

  • Healthcare integrated retirement strategy
  • Tax-optimized withdrawal planning
  • Dedicated advisors for post-retirement guidance
  • Fully custom retirement dashboards

Retire on your own terms

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