Our ServicesRetirement Planning

Mahavir Consultancy can serve as a valuable resourceRetirement planning is about preparing financially for the years when you’ll no longer rely on active income.

A successful retirement plan ensures that you can enjoy your life without having to compromise your lifestyle, even as inflation impacts expenses over time. Achieving this requires a well-structured financial plan that accounts for income sources, inflation, liabilities, and personalized investment choices.

At Mahavir Consultancy, we offer tailored retirement solutions that take into account each client's unique financial situation, including income, dependents, and liabilities. Here’s how we help individuals and families prepare for a financially secure retirement:

    1. Retirement Needs Analysis : We assess your retirement goals, lifestyle expectations, and estimated expenses. This analysis serves as the foundation for building your plan, helping us estimate the retirement corpus needed to maintain your lifestyle.
    2. Retirement Savings Strategies : Our consultants create a comprehensive savings plan, with options that maximize growth while balancing risk. We’ll explore various investment instruments like mutual funds, annuities, and IRAs to help you build wealth over time.
    3. Sustainable Income Planning : We establish withdrawal strategies to provide steady income throughout retirement. With options such as regular annuity payments, you can enjoy peace of mind knowing you’ll have a reliable income stream to cover your needs.
    4. Tax Efficiency and Inflation Protection : Tax-efficient distribution of retirement income and inflation protection strategies are essential for preserving the value of your savings. Our plans are structured to help minimize tax burdens and protect against rising costs.
    5. Regular Plan Reviews : Life circumstances and financial markets change over time. By reviewing your portfolio and retirement goals every three years, we make sure your retirement plan adapts to these changes, reducing the chances of human error and ensuring accuracy in your financial outlook.

    Investment Options Tailored for Retirement
    • Mutual Funds : Ideal for those seeking customized solutions, mutual funds can be tailored to different risk levels and growth needs, offering both growth and stability to build your retirement corpus.
    • Annuities with Guaranteed income : For guaranteed income, annuities provide a reliable source of funds throughout retirement, either with or without life insurance coverage, depending on your preference.

    Mahavir Consultancy Supports
    With over 23 years of expertise and a track record of happy clients, Mahavir Consultancy is committed to making your retirement planning stress-free and successful. Our services include:
    • Comprehensive Retirement Needs Analysis to set accurate retirement goals.
    • Personalized Investment Management for optimized asset allocation and portfolio adjustments.
    • Life and Annuity Planning Options to ensure steady income with life coverage options, depending on your unique needs.
    • Regular Reviews and Adjustments every three years to keep your plan aligned with any changes in your financial situation, goals, or market conditions.
    • 24/7 Support from our experienced consultants who are always ready to address questions or concerns.

    Why Mahavir Consultancy?
    Mahavir Consultancy goes beyond standard financial planning with:
    1. A focus on long-term goals and inflation protection to ensure a comfortable retirement.
    2. Expertise in claim settlement and investment management, ensuring that every step of your retirement plan is backed by experience and skill.
    3. A commitment to providing out-of-the-box solutions to overcome financial challenges.
    Whether you’re an individual, freelancer, or salaried professional, our retirement planning services at Mahavir Consultancy will help you secure a future of financial independence, comfort, and security—without compromises. With Mahavir Consultancy, “Milega Soch Se Bhi Jyada!”