Tata Asset Management Company is launching a retirement savings fund this week to help investors meet their investment needs at different ages. The fund will offer three investment plans - progressive, moderate, and conservative - that automatically adjust the equity allocation as the investor ages, aiming to maintain their lifestyle after retirement. The CEO said the fund addresses the challenge of maintaining one's standard of living post-retirement given increased life expectancies.

1. Tata MF Launch
Retirement
Saving Plan
Jayesh
Sherasiya

2. Saving Plan
• Tata Asset Management
Company (AMC) to bring its
retirement Savings Fund this
week.
• An aim of the plan is to meet the
investment need of investors in
different age brackets.

3. Saving plan continue…
• AMC came up with Family
Solution schemes to help
investors plan their life goals.
• Including this schemes:
• Retirement
• Child’s future
• Wealth building

4. Continue…
• Sanjay Sachdev, President &
CEO of Tata AMC said “With
increasing life expectancy, the
challenge is to maintain the
same life style, post retirement.

5. Three Option
• Progressive plan
• Moderate plan
• Conservative plan

6. Continue…
• The progressive plan is for
investors below 45 year of age
with 85-100 % of fund allocation
in the equity assets.
• Once the investor turns
45he/she would be
automatically switched to the
moderate plan, where the equity
allocation will down to 65-85%.

7. Continue…
• At the age of 60 investors will
be shifted the conservative plan
where fund allocation is 100%.
• Withdrawal option:
• Monthly withdrawal
• Quarterly withdrawal