🧮 Corpus Calculator
We work out exactly how much you need at 60 based on today's lifestyle and 6% inflation — no guesswork.
Build a tax-efficient retirement corpus through goal-based SIPs and hybrid mutual funds. Trusted local advisor for Navsari, Valsad and Vapi.
Whether you're a salaried professional, business owner or NRI returning home, we design a portfolio that grows now and protects later.
We work out exactly how much you need at 60 based on today's lifestyle and 6% inflation — no guesswork.
Equity-heavy SIP portfolio focused on compounding. Large-cap, flexi-cap and small-cap funds in the right ratio for your age.
Gradual shift to hybrid and balanced advantage funds to lock in gains while still earning equity-style returns.
Move accumulated wealth to debt and conservative hybrid funds. SWPs (Systematic Withdrawal Plans) replace your salary post-retirement.
Parallel SIPs for your child's higher education and marriage — without compromising your retirement goal.
Face-to-face meetings, Gujarati-friendly explanations, annual reviews and ongoing support across Navsari, Valsad and Vapi.
A working professional aged 30 in Navsari typically needs ₹3–5 crore at age 60 to maintain today's lifestyle, factoring 6% inflation. Bull Investment runs a personal calculator with your numbers in 15 minutes.
Ideally in your 20s or early 30s — the earlier you start, the smaller your monthly SIP needs to be. But it's never too late; we build catch-up plans for clients in their 40s and 50s.
Yes – when chosen correctly. For retirement, we use a mix of equity, hybrid and debt mutual funds, shifting gradually toward debt as you approach 60 to protect accumulated wealth.