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Your details

Your timeline
35 yrs
60 yrs
85 yrs
Expenses & corpus
EPF pension, rental income, etc.
Assumptions
6%
12%
7%

About this calculator

Retirement planning starts with how much you spend today. This tool inflates your expenses to retirement age, builds a corpus for post-retirement years (accounting for pension and returns), and tells you the monthly SIP or lumpsum to bridge the gap.

Results

Adjust the inputs — results update automatically.

Understanding Retirement Planning Calculator

Retirement planning answers one core question: will your corpus support your lifestyle for 20–30 years after you stop earning? Inflation makes this harder than it looks — ₹60,000 of monthly expenses today may need much more at age 60.

How this calculator works

The calculator inflates current expenses to retirement age, estimates the corpus needed for post-retirement years (after pension), grows your existing corpus, and shows the monthly SIP or lumpsum required to bridge the gap.

Example

A 35-year-old spending ₹60,000 per month, retiring at 60 and living to 85, often needs a multi-crore corpus — which is why starting SIPs in the 30s matters so much.

Practical tips

  • Increase SIP with every salary hike (step-up SIP).
  • Use a mix of equity (pre-retirement) and safer assets (near and after retirement).
  • Do not ignore healthcare costs in retirement budgets.

Limitations

Assumptions about returns, inflation, and life expectancy are estimates. Review the plan every few years.

Need help applying these numbers to your situation? Request a free consultation with Smart Wealth Hub in Ahmedabad, or explore our financial services.