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Retirement Planning

Secure your tomorrow with the ultimate Retirement Planning companion

Chart your course to worry-free retirement with our expert guidance and personalized solutions.

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Our feature-rich dashboard puts you in control of your retirement

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Comprehensive & Tailored Retirement Solutions

That covers everything and are just for you. These plans help with different money goals and things you want to achieve for your retirement.

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Customized Portfolios

Design flexible retirement portfolios that adapt to individual life stages, financial goals, and risk appetites, ensuring a personalized path to financial independence.

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Focused Solution

Focused solutions that incorporate various financial scenarios and life changes, enabling you to visualize and adjust your retirement strategies.

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Holistic Advisory

Specialize in mutual fund strategies to meet retirement goals, offering customized advice within a comprehensive service framework

Integrated view of Retirement Portfolio

All retirement investments consolidated at one place ensuring your portfolio remains aligned with your retirement objectives. Easy to track and take corrective measures.

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Enhanced Retirement Planning Tools

Leverage state-of-the-art planning tools to customize your retirement strategy, offering precise forecasting and personalized financial insights for a secure future.

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Retirement Goal Visualization

Empower your retirement planning with tools designed to help visualize your retirement goals, enabling a strategic approach to achieving your desired lifestyle.

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Check your Retirement Readiness

Utilize our unique Retirement Readiness Score, providing insight into your level of preparedness for retirement.

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We can help you evaluate your retirement readiness

What our Clients say
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Thanks to easy2retire, I feel more secure about my retirement. They helped me create a solid investment plan tailored to my needs and goals. Now, I can enjoy my golden years without worrying about my finances. Their team is knowledgeable and always ready to assist.

Shivanshu Som

Shivanshu Som

Product Manager

Bangalore, Karnataka

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I have known the founders of easy2retire through former colleagues and a mutual friend. This connection encouraged me to use their services, and I trust no one else with my hard-earned savings. The team at easy2retire takes the time to understand your needs, provides disciplined and prudent advice, and isn't afraid to offer critical opinions when necessary. As a self-made mother with no family wealth, I can genuinely relax knowing my savings are in the right hands.

Divya Sharma

Divya Sharma

S/W Engineer

Edinburgh, UK

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Having little knowledge and many misconceptions about investing in mutual funds and clueless about my retirement planning, I was always afraid to invest. However, easy2retire made me feel comfortable putting my retirement savings into the right funds with their expert advice. I found them to be very professional and have complete trust in recommending their services. I look forward to continuing this relationship.

Ashish Nigam

Ashish Nigam

S/W Architect

Glasgow, UK

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When my mother retired, I started managing her retirement corpus fund. Being inexperienced in managing such a large corpus, I relied on borrowed knowledge from the Internet. But I was always second guessing my decisions and did not feel confident about any strategy that I was adopting. On approaching Easy2Retire, I was given a comprehensive strategy which aligned with my goals.Over a few zoom calls we discussed and re-allocated the funds as per my mother's need and risk profile. I have been a happy customer and I highly recommend them.

Satrujeet Rath

Satrujeet Rath

System Engineer

Bhubaneswar, Odisha

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EasyRetire made my retirement planning seamless and stress-free. Their expertise and personalized approach gave me confidence in my financial future. Instead of chasing the returns without understanding the risk, they recommended funds that suited my risk profile and needs. I am very confident now that my investments are in the right place. Highly recommend EasyRetire for anyone looking for planning their retirement.

Heena Jain

Heena Jain

VP, BlackRock

Edinburgh, UK

Meet Our Team

With extensive experience in investment management, the founders at easy2retire possess the necessary domain expertise and execution experience to assist you in planning your retirement the right way.

Abhishek

Abhishek Misra

Co-Founder & CEO
Parul

Parul Pandey

Co-Founder & Head of Operations