Retirement Planning

Access the Best Pension Plans

While retirement is certainly something to look forward to, there can be worries about the financial freedom that comes with. For leading a comfortable retired life, it is essential to have a robust financial capability which is only possible through sensible planning over the course of years. Even after retirement, financial management is a must.

Swaraj Wealth aims to simplify the time and the effort required to find the best pension plans. We have a team of experienced retirement plan advisors who can provide advice on the best financial instruments like mutual funds to invest in today.

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The Importance of Investing For Retirement

After retirement, it is common to indulge in dreams and goals that have been nursed over the years as a professional. However, the lack of a steady income forces most to give up on these dreams. The problem is exacerbated by inflation. With rising costs, it is not uncommon for the money saved to fall well short of the expectations.

Inflation can cause retirees to rely on welfare systems to cope with the rising costs, something that most disagree with. Retirement investment can help in the avoidance of such situations.

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Why Choose Swaraj Wealth?

Swaraj Wealth is an experienced financial advisor that has been providing retirement planning services for more than a decade. Our considerable experience in the financial industry has helped us discover the best pension plans and solutions for several clients over the years.

  • Our expert team can help you discover the best pension plans for your retirement. We start by analyzing our clients’ retirement goals. After a careful evaluation, we offer the most suitable mutual funds for our clients, investing in which can enable them to enjoy enough returns to overcome the issues of inflation.
  • We simplify the investment process considerably. Instead of visiting an office, clients can use the online portal for browsing plans and investing from the comfort of their own homes.
  • Our online portal is secured with a 5 level security protocol. All client data and financial information is kept safely under encryption to prevent data theft. All financial transactions can be conducted in complete confidence as to their security.
  • Swaraj Wealth does not handle any mutual fund payments on its own. Instead, clients can make their payment directly to the provider of the mutual fund, eliminating any middle men risks.
  • Our CRM enables clients to monitor the progress of their investments. Being linked with the NSE, effects of market fluctuations on the investments can be tracked in real time and further investment opportunities to be discovered.