This report explores the changing realities of longevity and retirement planning, from life expectancy and retirement spending to the risk of corpus depletion. It provides a practical framework to challenge conventional assumptions and build better retirement plans.

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Standard life expectancy estimates undercount how long your affluent, insured, metro clients are actually likely to live, and we give you the number to plan against instead.
A shrinking earning window is changing the working-to-retirement year balance, and with it, the corpus size you should be recommending.
How advances in medicine are extending healthy years and how AI is accelerating medical research, making longer lifespans increasingly relevant to retirement planning.
We stress tested one real household under conventional and revised assumptions, revealing where the plan breaks and exactly when the corpus runs out.
Qualified Financial Advisors (CA, CFP, NISM, RIA)
Senior Business Leaders
UHNIs and HNIs
Family Offices
Foreign Institutional/Portfolio Investors
Domestic Institutional Investors