Hexo Wealth
Retirement Calculator
AMFI Registered Mutual Fund Distributor | ARN-353817
Hexo Wealth Tools
Plan your retirement estimate
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Retirement Summary
Estimated Monthly Expense at Retirement
₹ 0
Estimated using your current monthly expenses and selected inflation.
Required Portfolio Value at Retirement
₹ 0
Estimated from your retirement-year expenses and the selected withdrawal rate.
Projected Portfolio Value at Retirement
₹ 0
Estimated from your current portfolio, monthly SIP, expected return, and step-up choices.
Retirement Shortfall / Surplus
₹ 0
Difference between projected and required portfolio value at retirement.
You are on track for your retirement goal.
How the target portfolio is estimated
The calculator estimates your monthly retirement expenses and selects an appropriate withdrawal rate based on your expected return and inflation assumptions.
Ways to Close the Gap
Additional One-Time Investment Needed
₹ 0
Required only when there is a retirement gap.
Additional Monthly SIP Needed
₹ 0
This card updates based on your selected yearly SIP step-up style.
Planning for your retirement years?
Connect with Hexo Wealth to understand how this estimate can help shape your retirement lifestyle and long-term goals.
Disclaimer: This calculator is for illustration and information purposes only and does not constitute investment advice. The withdrawal rate is selected from a predefined matrix using the expected return and inflation assumptions entered. The projection assumes consistent returns and an annual increase in retirement withdrawals equal to inflation. Actual returns, inflation, taxation, expenses and withdrawal requirements may vary. Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
Retirement Portfolio Value Projection
Projected Portfolio Value
Required Portfolio Value
Year-wise Schedule
| Year | Opening Portfolio | Monthly SIP | Growth Earned | Ending Portfolio | Required Portfolio |
|---|