#RetirementPlanningWithBeekay

Planning for retirement is crucial for ensuring a comfortable and secure future. At Beekay, we provide tailored solutions to help you build a robust retirement savings plan. Our expert advisors guide you through the process, ensuring your savings grow efficiently to meet your long-term goals.

Building Your Retirement Corpus

There are various ways to build your retirement corpus. By contributing and saving towards dedicated retirement instruments like EPF and NPS, you can ensure a solid retirement plan. Additionally, regular SIPs in mutual funds or investing in annuity plans can help you build a substantial retirement corpus.

The Importance of Saving for Retirement

Understanding the significance of saving for retirement is the first step towards a secure future. Financial stability in retirement means having enough funds to cover your expenses, medical needs, and other unforeseen costs.

Why should you save for Retirement?

  1. Financial Independence: Ensure you have sufficient funds to maintain your lifestyle.
  2. Healthcare Costs: Prepare for potential medical expenses in later years.
  3. Legacy Planning: Leave a financial legacy for your loved ones.

Beekay’s Retirement Savings Process

  • Initial Consultation: Discuss your retirement goals with our advisors.
  • Financial Assessment: Analyze your current financial situation and future needs.
  • Customized Plan: Develop a personalized savings plan tailored to your goals.
  • Implementation: Start your savings journey with regular contributions and strategic investments.
  • Ongoing Monitoring: Regularly review and adjust your plan to ensure it stays on track.

Maximize Your Retirement Funds: Smart Investment Strategies

After years of hard work, your retirement funds deserve the best care. Beekay offers customized investment strategies to help you manage and grow your retirement corpus effectively.

Strategic Investment of Retirement Funds

The retirement portfolio needs to be a mix of fixed income and market-linked investments. Options include the Senior Citizens' Saving Scheme, Corporate and Bank Deposits, Mutual Funds, Annuity Plans, Bonds, etc.

Use our Retirement Savings Calculator to estimate how much you need to save.

Check if you are retirement ready? Fill the form below, call us at +91-7042753752 or email us at contactus@beekayassociates.com to get started with your personalized retirement plan.

Ready for a comfortable retirement?

Our Approach to Retirement Fund Investment:

Capital Protection

Safeguard your principal investment.

Wealth Creation

Grow your wealth through strategic investments.

Tax Efficiency

Optimize your investments to minimize tax liabilities.

Need-Based Solutions

Tailor investments based on your specific needs and goals.

Invest Your Retirement Funds Wisely

Fill out the form below to get personalized investment advice.

Why Choose Beekay?

  1. Expert Guidance: Benefit from our years of experience and expertise.
  2. Customized Solutions: Receive investment plans tailored to your needs.
  3. Ongoing Support: Get continuous monitoring and support to ensure your investments stay on track.

Start Planning Your Retirement with Beekay Today!


You are just a few steps away from securing your financial future.
Schedule an Appointment to discuss your retirement plans with our expert advisors.

Investment Solutions Services

Bonds, Portfolio Management Services, Loan Against Securities, Government of India Bonds.

Wealth Creation Services

Cash Flow Management, Savings for Retirement, Goal-Based Investments.

Estate Planning

Will Creation & Registration, Trust & HUF Creation.

GST Services

GST Registrations, Filing GSTR1 and 3B.

CA Services

Audit & Accounting, Networth Certificate, Income Tax Scrutiny Cases.

Tax Services

Tax Filing, Tax Planning, Rectification of Filed Returns, Handling Notices.

Comprehensive Financial Solutions for Your Every Need

Beekay offers a wide range of services to help you achieve financial security and growth.

For more information on how we can help you achieve your financial goals, explore our comprehensive services and take the first step towards a secure and prosperous future.
Contact us now!

FAQs(Frequently Asked Questions)

Retirement planning ensures that you have enough money to maintain your desired lifestyle after retiring from work. Without proper planning, you may face financial difficulties. The cost of living tends to rise over time due to inflation. Retirement planning takes inflation into account and helps you build a nest egg that can keep up with the increasing costs of goods and services.

The amount of money you'll need to retire comfortably varies based on several factors, including your desired lifestyle, retirement age, life expectancy, healthcare costs, inflation rates, and other personal circumstances. We suggest aiming for a retirement corpus that can replace around 70% to 80% of your pre-retirement income.

The National Pension System (NPS) is designed to save up for one’s retirement. By investing up to Rs 50,000 per annum, you can get tax benefits. It is a well-structured and cost-effective product that can build up a corpus during working years and provide a regular cash flow after retirement. However, it lacks liquidity, and you are required to take a taxable pension.

Mutual funds provide an excellent opportunity to save up and build your retirement corpus while also setting up cash flows after retirement. Through smart management of options like Systematic Investment Plans (SIP) and Systematic Withdrawal Plans (SWP), one can manage their retirement stress-free.

To avail of our retirement services, fill out the requisite form and register with us. We will get in touch with you to understand your unique requirements and risk profile. Based on this information, we will work out a tailor-made investment plan to help you meet your financial goals while managing your taxes effectively.