Retirement Planning

Retirement Planner

Calculate the retirement corpus you need and the monthly SIP to get there — adjusted for inflation and your expected investment returns.

✓ Inflation-Adjusted Corpus ✓ Monthly SIP Target ✓ Year-by-Year Table
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Plan Your Retirement

Enter your age, expenses, and expected rates. Results update live as you adjust the sliders.

30 yrs
18 yrs60 yrs
yrs
60 yrs
40 yrs80 yrs
yrs
₹50,000
₹5,000₹5,00,000
6.0%
1%15%
%
12.0%
1%20%
%

Year-by-Year Accumulation

Track how your SIP investments grow year by year towards your retirement corpus.

What is Retirement Planner Calculator and How to Use It

A retirement planner calculator helps you estimate how much money you need to accumulate before you stop working, and how much you need to invest every month to get there. In India, where inflation has historically averaged 5–6%, planning for retirement without accounting for rising costs can leave you significantly short. This retirement corpus calculator adjusts your current monthly expenses for inflation over your working years and tells you the exact corpus you need at retirement.

Start by entering your current age and the age at which you plan to retire. Then enter your current monthly expenses, the expected inflation rate, and the annual return you expect from your investments. The calculator instantly shows your inflation-adjusted retirement corpus, the monthly SIP required to reach it, and a year-by-year accumulation table. If you are wondering how much to save for retirement in India, this tool gives you a concrete, personalised answer.

A key insight: the gap between your expected return and inflation (called the real return) is what drives the corpus calculation. A higher real return means you need a smaller corpus. This is why equity investments, which historically deliver 10–14% annually in India, are preferred for long-term retirement planning over fixed deposits or PPF alone.

The Formula Behind Retirement Planning

Adjusted Annual Expenses = Monthly Expenses × 12 × (1 + inflation)^years Corpus Needed = Adjusted Annual Expenses ÷ (return − inflation) Monthly SIP = Corpus × r ÷ [((1 + r)^n − 1) × (1 + r)] where r = monthly return rate, n = months to retirement

The corpus formula assumes a perpetuity model: your corpus earns returns that cover your inflation-adjusted expenses indefinitely. The SIP back-calculation uses the standard SIP future-value formula in reverse to find the monthly investment needed.

Tips for retirement planning in India

01.Start as early as possible. The power of compounding means starting at 25 instead of 35 can cut your required monthly SIP by more than half for the same retirement corpus.
02.Use a realistic inflation rate of 6–7%. Lifestyle inflation (rising standard of living) often exceeds CPI inflation, so conservative planning uses a higher figure.
03.Diversify across equity, debt, and gold. Equity drives growth, debt provides stability, and gold hedges against currency risk — a balanced mix improves your real return over decades.
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Common Questions About Retirement Planning

The corpus you need depends on your monthly expenses, inflation rate, and expected return on investments. A common rule is to accumulate 25–30 times your annual expenses. This calculator uses the formula: Corpus = Inflation-adjusted annual expenses ÷ (return − inflation).

The calculator first adjusts your current monthly expenses for inflation over the years until retirement: Adjusted Annual Expenses = Monthly Expenses × 12 × (1 + inflation)^years. Then it calculates the corpus needed: Corpus = Adjusted Annual Expenses ÷ (return − inflation). Finally, it back-calculates the monthly SIP required to accumulate that corpus using the SIP future-value formula.

If your investment return equals or is lower than inflation, your money loses purchasing power over time and the corpus calculation becomes mathematically undefined (division by zero or negative). You need a real return (return minus inflation) greater than zero to build a sustainable retirement fund.

India’s long-term average CPI inflation has been around 5–6%. For conservative retirement planning, using 6–7% is prudent. Lifestyle inflation (rising standard of living) can push effective personal inflation even higher, so many planners use 7–8%.

The earlier the better, thanks to compounding. Starting at 25 instead of 35 can reduce the monthly SIP needed by more than half for the same retirement corpus. Even small amounts invested consistently over 30–35 years can grow into a substantial retirement fund.

Yes. A monthly SIP in equity mutual funds is one of the most effective ways to build a retirement corpus in India. This calculator shows exactly how much monthly SIP you need to start today to reach your target corpus by your chosen retirement age.