Investment & Retirement Plans
Secure Your Future with Smart Financial Planning
Plan Today for a Stress-Free Tomorrow!
At Swati Health & Insurance Consultants, we understand the importance of financial security for your future. Whether you are planning for wealth creation, child’s education, or a peaceful retirement, our Investment & Retirement Plans help you achieve your life goals with confidence.
Why Investment & Retirement Planning is Important?
✔ Financial Stability for the Future – Ensures you have funds when you need them the most.
✔ Regular Income After Retirement – Helps maintain your lifestyle even after you stop working.
✔ Tax Benefits – Enjoy tax savings under various sections of the Income Tax Act.
✔ Wealth Creation Over Time – Grow your money through disciplined savings and investments.
✔ Emergency Fund for Unforeseen Situations – Be prepared for medical emergencies or financial crises.
Our Investment & Retirement Solutions
1. Retirement Pension Plans
A Retirement Pension Plan ensures you receive a regular income after retirement. Choose from:
✅ Immediate Annuity Plans – Get a pension right after retirement.
✅ Deferred Annuity Plans – Invest now and receive pension benefits later.
Best For: Salaried professionals, business owners, and self-employed individuals planning for a secured retirement.
2. Guaranteed Income Plans
These plans offer fixed returns for a specific period, helping you maintain financial independence post-retirement.
✔ Receive a steady income after a chosen period.
✔ Protect your family’s financial future.
Best For: Individuals looking for risk-free investments with guaranteed returns.
3. ULIPs (Unit Linked Insurance Plans)
A combination of insurance & investment, ULIPs help you grow wealth while providing life cover.
📌 Invest in market-linked funds for long-term wealth creation.
📌 Flexible investment options based on risk appetite.
📌 Tax-free maturity benefits under Section 10(10D) of the Income Tax Act.
Best For: Young professionals and investors looking for long-term wealth growth.
4. Endowment & Money Back Plans
These plans provide financial security with periodic payouts to meet major life expenses.
✔ Endowment Plans – Offer a lump sum amount at maturity along with insurance coverage.
✔ Money Back Plans – Provide regular payouts at fixed intervals to meet short-term goals.
Best For: Individuals seeking a low-risk investment option with assured benefits.
5. Child Education & Future Planning
Secure your child’s future with child investment plans that cover education, marriage, and career goals.
✔ Ensure your child’s dreams are never compromised.
✔ Financial protection in case of an unfortunate event.
Best For: Parents planning for their child’s education and future needs.
Why Choose Swati Health & Insurance Consultants?
🌟 10+ Years of Experience in Insurance & Financial Planning
📌 Customized Solutions Tailored to Your Goals
🔹 Expert Guidance on Choosing the Best Investment Plans
💰 Tax-Saving Benefits on Various Plans
🛡 Hassle-Free Claim Assistance & Service Support
Start Planning Your Future Today!
🔹 Need Expert Advice? Our team will help you choose the best investment and retirement plan as per your financial goals.
📞 Call/WhatsApp: 9623857257
📧 Email Us: swatihealthinsurance@gmail.com
📍 Visit Us: Dev Plaza Building, First Floor, Shivaji Maharaj Chowk, Manchar, Tal- Ambegaon, Dist- Pune
🚀 Secure Your Future with Smart Investments – Talk to Our Experts Today!