This service is typically offered to retirees who are facing difficulty in managing their financials due to the dynamic nature of the financial landscape. However, this phase can also be opted along with comprehensive retirement planning.

At retirement, a large corpus gives confidence that the retiree will be financially secure for a lifetime. But after a few years of retirement, retirees start feeling the pinch of inflation. They begin to feel that they may become financially insecure in the next few years. Therefore, the remaining funds will have to be managed very thoughtfully. At that time they need hand-holding so that they can manage that fund properly and financially secure their remaining years.