The Relax Plan within the Index Long-Term Strategy is meticulously designed to cater to individuals who find themselves in specific financial situations and have particular needs. This plan is particularly well-suited for those who are:

• Near to Retirement:
  • The Relax Plan recognizes the unique financial circumstances of individuals who are in the proximity of retirement. For such individuals, capital preservation becomes a paramount concern. The strategy emphasizes a balance between risk and returns, ensuring that the accumulated wealth is safeguarded to meet the financial requirements during retirement.
• Low Risk Appetite:
  • This plan is tailored for individuals with a low risk appetite. It acknowledges that not all investors are comfortable with high-risk ventures, especially as they approach retirement. The Relax Plan strategically allocates funds in a manner that mitigates risk exposure while still aiming for reasonable returns. By incorporating low-risk instruments and conservative investment strategies, it provides a sense of financial security for those averse to high-risk investments.
• Needs Regular Withdrawals:
  • Understanding the need for a regular income stream, the Relax Plan takes into account the requirement for periodic withdrawals. This is particularly relevant for individuals who rely on their investments to meet ongoing living expenses. The plan structures investments and strategies in a way that allows for consistent and predictable withdrawals, ensuring financial stability and peace of mind for individuals who depend on these funds for their day-to-day expenses.