Retirement Solutions
Build and draw from your retirement corpus with SIPs, SWPs, annuities and small savings schemes.
Explore serviceEquity Linked Savings Schemes (ELSS) are mutual funds eligible for deduction under Section 80C of the Income Tax Act, 1961 under the old tax regime, subject to the limits and conditions of the law. ELSS investments carry a mandatory lock-in of three years from the date of each allotment.
Along with ELSS, we facilitate other 80C-eligible avenues such as Public Provident Fund and National Savings Certificate through India Post, and life insurance premiums. For your personal tax position, please speak to a qualified tax professional.
Here is what this service covers when you work with us.
From your first call to every service request after that.
Call, WhatsApp or visit our Bhopal office to tell us what you are looking for.
We help with KYC, risk profile and account documentation for each product.
Review scheme or policy documents we share, then decide and transact.
Statements, service requests, renewals and periodic reviews, handled by us.
Build and draw from your retirement corpus with SIPs, SWPs, annuities and small savings schemes.
Explore serviceLife, term, health and personal accident cover from insurers, with claim documentation help.
Explore serviceGovernment-backed small savings schemes such as PPF, NSC, KVP, MIS, SCSS, SSY and RD.
Explore serviceCall or WhatsApp us between 10:00 AM and 8:00 PM, or visit our office in Sonagiri, Bhopal.