Retirement corpus

What you need saved, allowing for inflation

Worked example

Using the default values, retirement corpus gives a you need to have saved of ₹9,17,12,957.

Retirement corpus — worked example
ItemValue
Years to retirement30
Years in retirement25
Expenses today₹60,000 a month
Same lifestyle at 60₹3,44,609 a month
Corpus needed₹9,17,12,957
Real return after inflation0.94%
Already saved, grown to₹0
Gap to close₹9,17,12,957
Monthly SIP needed₹32,405
As % of current expenses54.0%

What you need

  • Monthly expenses today
  • Your age now
  • Retire at
  • Plan until age
  • Inflation
  • Return before retiring
  • Return after retiring
  • Already saved

Questions

Why is the corpus so large?

Because it has to fund rising expenses for decades. At 6% inflation, costs roughly double every twelve years, so a retirement lasting 25 years ends with expenses about four times what they were at the start.

What return should I assume after retiring?

Lower than before, because the portfolio usually shifts towards debt. Something in the 6–8% range is common. What matters is the gap between that and inflation, not the headline number.

Important

The corpus is sized so that withdrawals rise with inflation for the whole of retirement and the money runs out at your planning age, not before. It uses the real return — what the corpus earns above inflation — which is the number that decides whether savings keep pace. At 6% inflation, ₹60,000 of monthly spending today needs about ₹3,45,000 a month in thirty years, which is the figure people consistently underestimate.

Related

Rates and logic last verified . Statutory notifications remain the legal source of truth.