Retirement & Tax Planning

Retirement & Tax Planning

Plan today for a stress-free tomorrow. Discover expert retirement and tax-saving strategies with Sushil Bajaj at Nivesh Sansar.

Retirement & Tax Planning
  • Sushil Bajaj |
  • 11 June 2025

Plan Smart. Retire Easy. Save More on Taxes.

At Nivesh Sansar, we believe that retirement should be a time to relax—not worry about money. Whether you’re in your 30s or nearing 60, it’s never too early or too late to plan for financial freedom. With Sushil Bajaj’s guidance, you get personalized retirement strategies and smart tax-saving investments that align with your goals and risk profile.

Why Retirement & Tax Planning Matters:

Most people underestimate how much they’ll need post-retirement. Without proper planning, inflation and rising healthcare costs can derail your golden years. Combine that with the impact of taxes, and your savings may fall short. Our service helps you grow, preserve, and distribute your wealth efficiently.

Our Services Include:

  • Retirement Planning:
    • National Pension Scheme (NPS)
    • Pension Plans from top insurers
    • Monthly Income Schemes
    • Senior Citizens’ Savings Scheme (SCSS)
  • Tax Saving Instruments (under 80C, 80D, 10(10D)):
    • ELSS Mutual Funds
    • Life Insurance Plans
    • PPF, EPF & NSC Investments
    • Health Insurance & Term Plans
  • Income Tax Filing Guidance
  • Goal-Based Financial Planning

Why Choose Nivesh Sansar?

  • Over 15 years of experience in financial planning
  • Customized solutions tailored to your age & income
  • Trusted by hundreds of families in Kurukshetra
  • End-to-end support including documentation, KYC & tax advice
  • Ethical, transparent, and committed to your long-term success

Don’t Delay Your Future

Every year you delay, you lose compounding benefits.
Connect with Sushil Bajaj today for a no-obligation consultation and start building a worry-free retirement.