Investing Insights

Elderly couple relaxing on beach chairs at sunset, symbolizing peace and financial freedom with the text “Build Your Retirement Corpus” overlaid.
Investing Your Retirement Corpus Wisely: What to Do and What to Avoid

Retirement planning isn’t about picking the perfect product. It’s about building a structured roadmap that reflects your lifestyle, income needs, and long-term priorities. Yet, many investors delay it or make decisions without enough clarity. These mistakes may not show immediate consequences, but they often lead to shortfalls, stress, and financial insecurity in later years.

“Elderly and young hands clasped, with text about generating retirement income using SWPs.”
How to Generate Regular Income in Retirement Using SWPs

Retirement shouldn’t mean giving up control over your money. A Systematic Withdrawal Plan (SWP) helps you turn your investments into a regular income, on your terms.

Smiling elderly couple outdoors, symbolizing a happy and financially secure retirement, with the text 'How to Plan for Retirement'
How to Plan for Retirement: Key Steps and Why the Right Guidance Matters

Planning for retirement means more than choosing the right investments. It’s about aligning your money with the life you want, and making informed decisions every step of the way.

A bold, eye-catching graphic with the text “EPF vs NPS – Should YOU switch for a better retirement?” displayed above a growing plant emerging from stacked coins, symbolizing financial growth and retirement planning. FinEdge branding appears in the corner.
EPF vs NPS: Should You Switch for a Better Retirement?

Choosing the right retirement fund could save you lakhs, and earn you peace of mind.

Illustration of a road sign with elderly couple symbol and bold text 'Just Retired? Here's what you should do next'—a retirement planning guide from FinEdge to help new retirees navigate their financial future.
Recently Retired? Here’s What You Should Do Next

If you’ve just retired or are about to, you may be wondering what comes next. How should you manage your money? Is it safe to invest in equity anymore? Do you still need insurance? Retirement isn’t just about leaving your job, it’s about starting a new financial life. In this guide, we walk you through the most important steps to take after retirement so that your savings last, your income remains stable, and your peace of mind stays intact.

Illustration showing ELSS funds as a tool for tax saving and retirement planning, with a rising arrow and coin stacks symbolizing long-term wealth growth. Ideal for early investors seeking high returns and tax benefits.
How ELSS Funds Can Help You With Your Retirement Planning

Don’t just save taxes, secure your future. ELSS funds offer the perfect blend of tax efficiency and long-term wealth creation.

Illustration of a balanced scale weighing financial priorities like education, marriage, and money against retirement planning, symbolizing the importance of balancing short-term goals with long-term financial security.
4 Smart Ways to Balance Financial Priorities While Saving for Retirement

Juggling children's education, EMIs, and rising expenses? Here's how to stay focused on retirement—without falling behind on other life priorities.

Visual graphic asking 'How Much for Retirement?' with money bag and question marks, highlighting 5 key retirement planning tactics by FinEdge.
How Much Money Do You Really Need for Retirement in India?

Retirement goals aren’t guesses. Learn how to calculate your exact corpus and plan for every future need, from healthcare to legacy.

Illustration showing growing money stacks with plants and the question 'Can you retire early at 45?' — representing early retirement planning in India by FinEdge.
Is Early Retirement Really Feasible?

FIRE isn’t just a dream, but it takes serious math. Discover what it really takes to retire at 45 in India.

Illustration of an elderly married couple embracing, with text 'Retirement for Married Couples – 5 Steps to Take' on a green background. Ideal visual for articles on retirement planning, financial tips, and long-term goals for couples.
Retirement Planning for Married Couples: 5 Steps to Get It Right

Planning for retirement as a couple goes beyond just saving money, it’s about aligning your vision for the future, managing different risk appetites, and building a joint roadmap that supports both partners. Whether you’re newly married or already years into your financial journey, having a shared retirement goal can strengthen your relationship and your long-term security. This guide walks you through the essential steps to get started on a collaborative retirement plan that works for both of you.

Hand placed protectively over wooden blocks showing a person nearing retirement with stacked coins and an upward arrow—symbolizing the importance of long-term retirement planning, financial security, and wealth preservation.
Why Retirement Planning Is Important and How to Go About It

In August 2023, Max Life Insurance published the India Retirement Index Study (IRIS) findings. Some of the findings of the study include the following:

Colorful hand-drawn infographic showing key elements of retirement planning. It includes icons and words related to savings, insurance, travel, family, pension, healthcare, budget, and benefits. At the center, two cartoon figures symbolize retirees, with
When should you start with Retirement Planning?

Don’t be fooled by all those advertisements featuring retired couples sipping cocktails on a sunny beach. Retirement Planning is serious business; and a mix of social, cultural, and economic factors are making it a more critical element of your financial planning with every passing day. Unfortunately, recent research also shows that only about 50% of us are habitually saving for our retirement planning.