Disciplined investing with step-ups can turn savings into a lifelong cash machine
By consistently investing in Systematic Investment Plans (SIPs) and gradually increasing contributions, individuals can build a substantial post-retirement income, according to chartered accountant and tax expert Nitin Kaushik.
Kaushik shared an illustrative example on X, demonstrating how a 35-year-old doctor could secure a monthly post-retirement income of Rs 3 lakh. The strategy involves investing in an SIP, with an over . Assuming an , this disciplined approach can accumulate a corpus of .
🚨 Real Wealth Example
👨⚕️ Doctor Client (Age 35)
💰 SIP = ₹75,000/month
📈 Step-up = 8% yearly
⏳ Tenure = 20 years
🔄 Return = 11% CAGR
👉 Final Corpus = ₹10.5 Crore
👉 Post-retirement SWP @ 5% = ₹3