Retirement & Pension Planning

AMFI-Registered Mutual Fund Distributor

Plan Today for a Peaceful Tomorrow

we believe that retirement is not the end of your earning journey — it’s the beginning of your freedom journey. A phase where your time, choices, and comfort truly belong to you. But to live that freedom with dignity and confidence, you must plan for it today.

Retirement & Pension Planning helps you secure a stable income stream, protect your lifestyle, and stay financially independent even after your regular earnings stop. Whether you’re a working professional, a business owner, or a self-employed individual, our goal is to help you build a reliable retirement corpus that supports your dreams — not just your expenses.

Our retirement solutions are designed to give you peace of mind, financial stability, and freedom from worry so that you can enjoy every chapter of life with confidence.

Why Retirement Planning Is Essential

Retirement planning is more than just saving money — it’s about creating a lifelong income source that keeps pace with inflation and your lifestyle.

Our Retirement Planning Approach

Understand Your Retirement Vision

We start by identifying what kind of retirement you dream of — where you wish to live, your lifestyle expectations, and any goals like travel, hobbies, or philanthropy.

Assess Your Current Financial Position

We evaluate your income, expenses, existing assets, and liabilities to determine your preparedness for retirement.

Calculate Retirement Corpus

Using inflation-adjusted projections, we estimate how much corpus you’ll need to sustain your lifestyle post-retirement.

Design Investment Strategy

We create a personalized mix of mutual funds, NPS, bonds, and other instruments to accumulate your desired corpus systematically.

Plan for Pension Income

We recommend reliable income options like annuities, systematic withdrawal plans, or government-backed pension schemes to ensure consistent cash flow during retirement.

Periodic Review & Rebalancing

Your plan evolves as life does. We review your portfolio periodically to ensure you remain on track toward your retirement goals.

Call Us Now

+91 9967857912 , +91 92848 68227
+91 81692 85275 , +91 92260 84017

Address

1, Shiv Complex, Nityanand Marg, Opp. Panvel Municipal Corporation, Near Gokhale Hall, Panvel - 410206, Maharashtra

Email Us

ArthikIP@gmail.com
ArthikIP02@gmail.com

About Us

Welcome to Arthik Icchaa Purti (अर्थिक इच्छा पूर्ती) — a trusted boutique financial advisory and Mutual Fund Distribution firm that helps individuals and families achieve true financial independence.

Working Hours

Mon - Sat : 10:00 AM to 07:00 PM
Sunday : Closed

Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.

AMFI Registered Mutual Fund Distributor – ARN-115547 | Date of initial registration – Oct - 2016 | Current validity of ARN – Sep - 2028
AMFI Registered Mutual Fund Distributor – ARN-183430 | Date of initial registration – Aug - 2021 | Current validity of ARN – Jul - 2027

Grievance Officer- Mrs. Sarika Sagar Kulkarni (CFGP, MFD) | ArthikIP@gmail.com / ArthikIP02@gmail.com