FREEDOM / WISE
Worked ExampleHand-crafted

What does the 10-year head start (starting at 25 vs 35) actually produce in retirement corpus?

Scenario

Compare a 25-year-old vs a 35-year-old, both saving ₹10,000/month at 12% nominal returns until age 60

Inputs

Late start age
35
Retirement age
60
Early start age
25
Monthly sip INR
10000
Assumed return %
12

Calculation

  1. 1.

    Early start (age 25): Years to compound

    60 − 2535years

  2. 2.

    Late start (age 35): Years to compound

    60 − 3525years

  3. 3.

    Early start total nominal contributions

    ₹10K × 420 months₹42.00 L

  4. 4.

    Late start total nominal contributions

    ₹10K × 300 months₹30.00 L

  5. 5.

    Early start terminal corpus at 12%

    ₹10K × SIP-FV factor 6420₹6.42 Cr

  6. 6.

    Late start terminal corpus at 12%

    ₹10K × SIP-FV factor 1888₹1.89 Cr

  7. 7.

    Cost of 10-year delay

    ₹6.42 Cr − ₹1.89 Cr₹4.53 Cr

Conclusion

The 25-year-old contributes ₹12 lakh more in nominal SIPs but ends up with ₹4.53 crore (240%) MORE terminal wealth than the 35-year-old. The 10 extra compounding years are doing 80% of the work, not the contributions.

Tradeoffs

Assumes 12% returns hold across 35 years and the 25-year-old actually sustains the SIP — both non-trivial. The math is robust to lower returns (still ~3× advantage at 10% return); the discipline assumption is the bigger risk.

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