JK FinWealth — Kerala • 25+ years experience
Retirement & Tax Planning — Secure Your Future
Tailored retirement roadmaps and tax-efficient strategies to protect your lifestyle and maximize savings.
Quick Snapshot
Retirement planning • Tax optimization • NRI support
Initial review: Cashflow & corpus estimate
Plan: Investment mix & tax plan
Execute: Monitoring & support
Retirement Planning
We design plans tailored to your lifestyle, risk profile, and long-term goals.
- Retirement corpus estimation
- Asset allocation across MF, NPS, PPF etc
- Inflation & medical cost planning
- SWP, annuity & income design
- Risk management & rebalancing
- Tax-efficient withdrawals
Outcome: A clear retirement roadmap & stable post-retirement income.
Tax Planning
Increase your effective returns through legal, optimized tax strategies.
- Personalized tax strategy
- 80C, 80CCD optimization
- Deductions & exemptions planning
- Capital gains structuring
- NRI tax guidance
- Tax-efficient portfolio design
Outcome: Higher take-home income & reduced tax leakage.