Services

Retirement Planning for High-Net-Worth Individuals

Secure your post-work life with a corpus and strategy designed for the lifestyle you want. Discreet, personalised retirement planning for discerning clients.

What We Offer

Lifestyle-First Retirement Planning for HNIs

For high-net-worth individuals, retirement is not about survival—it’s about sustaining the life you’ve built and the legacy you want to leave. At LeapSquare, we design retirement plans that reflect your desired lifestyle, health considerations, family obligations, and philanthropic goals.

We help you estimate the corpus you need, choose the right mix of pension, annuities, and investments, and plan for inflation, longevity, and healthcare. Our approach is transparent, tax-aware, and aligned with your values. We work with you to build a retirement roadmap that gives you peace of mind today and financial freedom tomorrow.

What HNIs Gain From Our Retirement Planning

Lifestyle Corpus Planning

Clear estimates of the corpus needed to maintain your desired lifestyle and legacy, adjusted for inflation and longevity.

Pension & Annuity Strategy

Structured use of NPS, EPF, annuities, and other instruments for steady, tax-efficient income in retirement.

Healthcare & Legacy Buffer

Planning for healthcare costs and a buffer for family and philanthropic goals so you retire without worry.

Why Discerning Clients Choose LeapSquare

Lifestyle-first approach – We start from the life you want in retirement, then work backwards to the corpus and strategy.
Longevity and inflation – Plans that account for longer life expectancy and rising costs so your money lasts.
Tax-efficient drawdown – Structuring withdrawals and pensions to minimise tax and maximise usable income.
One advisor, one plan – A single, coherent retirement plan that integrates all your assets and income sources.
Regular reviews – Ongoing check-ins to adjust for life changes, market moves, and new goals.

Ready to Plan Your Retirement?

Schedule a confidential conversation. We’ll help you build a retirement plan that matches the life you envision.

Get in Touch