Retirement planning became simple and hassle free.

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📃 Problem Statement/Requirements

  • Empower individuals to understand, plan and act on their retirement.
  • Upsell/Cross sale the Financial Instruments.
  • Create awareness of the Retirement.

💡 Solution

  • Developed portal where user can input their present investment, income, retirement age and other information and based on entered details, calculator will aware the user about his/her current retirement.
  • Retirement tips and guidance will also be shared on the portal.
  • To meet the gaps, the portal will also provide guidance on financial instruments where can be invested.
  • Portal also had functionality for blogging, webinars, podcasts etc to aware user about the retirement.

📝 Conclusion

  • Retirement planning becomes simple with three steps. Know the current plan outcome, what should improve and act on improvements.

Our insurance sector client

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