I once thought saving monthly was enough, but without a plan, I was drifting. Estafin Investments understood my goals and created a personalized plan suited to my income and risk profile. Now, I’m not just saving, I’m building a secure financial future.
Before Estafin Investments, my finances felt scattered. I was saving but without direction. As a working woman managing career and family, I needed clarity — and Estafin’s goal-based approach gave me that. Their team understood my goals and built a clear, step-by-step plan tailored to my needs
I’ve known Prakash Yalavatti since 2016, and he’s been more than a financial advisor — a trusted guide. With his clear and practical advice, I confidently purchased a home worth ₹1.5 crore. His constant support and personalized planning made every step smooth. I’m truly grateful for his guidance in helping us achieve our financial goals
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 GoalsWe examine your retirement needs based on current expenses, the lifestyle you dream of, and expected inflation.
Step 2: Gap AnalysisIdentify the shortfall between your current savings and your retirement corpus target.
Step 3: Strategy DesignWe 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)
As retirement nears, we help you shift from growth to income generation, with minimal tax impact.
Step 5: Ongoing SupportAnnual 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