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Retirement & Pension Planner (Excel): Fund Needed, Gap & Monthly SIP – Excel template preview
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Retirement & Pension Planner (Excel): Fund Needed, Gap & Monthly SIP

Find out how big your retirement fund needs to be, what your savings will grow to, the gap, and the monthly SIP to close it. Then plan your income after retirement.

₹149₹399Save ₹250 (63%)
Inclusive of all taxes · One-time payment · Instant download
Extra 20% off with code LAUNCH20 at checkout
Instant downloadOn screen + email
Secure paymentUPI · Cards · Net Banking
7-day helpFix or refund if faulty
Perfect for
Salaried people in their 30s to 50sSelf-employed and business ownersCouples planning together
What you get2 × .xlsx (blank + sample)
Works withMicrosoft Excel · Google Sheets · WPS Office
DeliveryInstant download
LicencePersonal & own-business use
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What it shows

  • Fund needed at retirement for your expenses, adjusted for inflation
  • Fund you will have from current savings and monthly investments with yearly step-up
  • The gap and the extra monthly SIP needed from today
  • Year by year projection until the money must last, red if it runs out
  • Income plan: pension, rent, SCSS, MIS and withdrawals
  • Checklist: health cover, nominees, will and more

For planning and education, not investment advice.

What's inside

Everything you get

01

Plan

Your numbers and results

02

Projection

Year by year to age 85+

03

Income

After-retirement income plan

04

Checklist

10 things to do

Files in your download

  • XLSXRetirement_Pension_Planner.xlsx180 KB
  • XLSXRetirement_Pension_Planner_SAMPLE.xlsx180 KB
How to use

Start in 5 simple steps

A step-by-step guide is also included inside your download.

  1. 1

    Enter your numbers

    Age, expenses, savings

  2. 2

    Check assumptions

    Inflation and returns

  3. 3

    Read the gap

    And SIP needed

  4. 4

    See the projection

    Year by year

  5. 5

    Review yearly

    And after big changes

FAQ

Questions about this product

Are the returns guaranteed?

No. They are assumptions you can change. Review the plan once a year.

How do I get the files after payment?

A download button appears on screen right after payment, and the link is emailed to you. You can also download again any time from My account.

Can I use it on my phone?

Yes. It works with Microsoft Excel, Google Sheets, WPS Office. Free mobile apps are enough.

What if something does not work?

Write to us within 7 days with your order number. We will fix it, send a working file, or refund you.

Our promiseEvery file is tested before launch. If something doesn't work, we fix it or refund you within 7 days. Refund policy
Complete the set

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₹149₹399