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Pension Plans

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Pension Plans

Siddhi Wealth specializes in providing pension planning solutions designed to ensure a stable and worry-free financial life post-retirement. These plans help individuals achieve financial independence, maintaining their lifestyle and meeting essential expenses even after they stop earning an active income.

Types of Pension Plans Offered:

  1. National Pension Scheme (NPS): A government-backed retirement savings plan, offering tax benefits and market-linked returns. Suitable for salaried and self-employed individuals, allowing investments in a mix of equity and debt. Provides flexibility in choosing investment options and fund managers. Allows withdrawal of a portion of the corpus as a lump sum, with the rest converted into an annuity for regular income.
  2. Atal Pension Yojana (APY): A social security scheme aimed at the unorganized sector, providing a fixed monthly pension based on contributions. Ensures lifelong income after the age of 60, with options ranging from ₹1,000 to ₹5,000 per month. Contributions are affordable and vary based on the age of joining.
  3. Vatsalya Yojana: A customized pension plan offering long-term income security tailored to individual needs. Focuses on providing a steady income stream to retirees, ensuring a worry-free lifestyle. Includes options for annuities, lump-sum benefits, and inflation-adjusted returns.

Siddhi Wealth combines expertise with personalized solutions

Ensuring that every client receives the best plan to meet their retirement needs. Whether you're a young professional starting early or approaching retirement, Siddhi Wealth helps you secure your future with reliable pension options and long-term wealth-building strategies.

Frequently Asked Questions

What services does Siddhi Wealth provide?

Siddhi Wealth offers mutual fund investments, insurance advisory, pension and retirement planning, fixed deposits, PMS, real estate consulting, and Gold ETFs.

How does Siddhi Wealth help with mutual funds?

As an AMFI-authorized distributor, Siddhi Wealth provides access to 40+ AMCs, offering tailored investment solutions across equity, debt, hybrid, and tax-saving funds.

What types of insurance can I get through Siddhi Wealth?

Siddhi Wealth offers term, life, health, motor, commercial, and general insurance, helping clients choose the best coverage for their needs.

Do you assist with retirement planning?

Yes, Siddhi Wealth specializes in retirement plans, including NPS, Atal Pension Yojana, Vatsalya Yojana, and customized pension solutions.

What is the process for starting a SIP?

Starting a SIP is quick and easy with Siddhi Wealth. Simply complete your PAN, KYC, and bank linking, and choose a fund to begin.

Can I get tax-saving solutions through Siddhi Wealth?

Yes, Siddhi Wealth offers tax-saving mutual funds like ELSS and provides advisory on plans that maximize tax benefits.

How does Siddhi Wealth ensure investment success?

Siddhi Wealth focuses on expert guidance, diversified options, regular portfolio reviews, and aligning investments with individual financial goals.