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Depending on their corpus and lifestyles and earlier financial plans, retirees typically have to adjust to the mindset of an annuity income. This is income primarily from their past investments. The focus is now on liquidity to meet healthcare expenses as well as beating inflation.


An indicative portfolio would be as follows:


  • 15% Large Cap Index Funds

  • 5% gold ETF

  • 35% debt oriented hybrid fund

  • 30% diversified debt fund / fixed deposits

  • 15% liquid schemes / savings bank account /current account.

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