Insurance

Retirement Planning

Build a worry-free retirement corpus with the right mix of NPS, annuities, pension plans, and long-term investments — retire on your terms, not your portfolio's.

What We Offer

01

National Pension System (NPS)

Market-linked, low-cost pension accumulation with additional tax benefits up to ₹2 lakh per year.

02

Annuity & Pension Plans

Guaranteed, lifelong income post-retirement through annuity plans from leading insurers.

03

Retirement Corpus Planning

Inflation-adjusted retirement corpus calculation considering your lifestyle, goals, and expected retirement age.

04

Systematic Withdrawal Strategy

Structured drawdown plans to ensure your corpus lasts 30+ years in retirement without running out.

05

Healthcare in Retirement

Dedicated health insurance and super top-up planning specifically for post-retirement medical needs.

06

Estate & Legacy Planning

Will drafting, nominee management, and estate planning to ensure smooth wealth transfer to your heirs.

Why Choose Sahaj Wealth?

We combine technology with personalised advice to deliver outcomes you can count on.

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  • Holistic retirement planning — not just investments
  • Tax benefit optimization across 80C, 80CCD, and 80D
  • Regular plan reviews as retirement approaches
  • Inflation-adjusted income planning for 30+ year retirement
  • Coordination of all retirement assets in one view
  • Post-retirement investment advisory to make corpus last
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