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Retirement Planning

Retirement Planning

What is Retirement Planning?

Retirement planning is the process of securing one’s future well in advance. It involves estimating future needs and expenses and investing appropriately in the present to ensure that those future expenses and needs are well taken care of. It includes setting up retirement goals, securing various stable income flows, and creating a diversified portfolio of investments in various asset classes to ensure regular and stable returns.

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Importance Of Retirement Planning:

Retirement planning is one of the most neglected part of prudent financial planning. Most of us these days are so occupied with our present conditions and fulfilling our responsibilities that we tend to forget to plan for our own future. Retirement Planning is of paramount importance as it provides us with the corpus that we will need to live a stable and sustainable life post our retirement. It is important to know that the later you start investing for retirement planning, the longer you will have to work. Therefore start investing early to retire early. Here are a few reasons why retirement is very important

We Offer The Following Types Of Retirement Plans:

Why Ashutosh Financial Services?

Ashutosh Financial Services is your one-stop insurance service provider. Our sister concern Ashutosh Insurance Brokers LLP is a Certified Insurance Broker. After qualifying and satisfying various conditions like adequate physical & digital Infrastructure, a qualified team, clearance of requisite exams by Key Personnel, satisfactory capital & net worth requirements, etc. we have obtained the license of Life & General Insurance Broker from the Insurance & Regulatory Authority Of India (IRDA).

As an Insurance Broker, we no longer offer Insurance policies of a few selected companies instead, we now offer you the best Insurance Policies by comparing all the policies of all the companies. Our expert and qualified team will carefully select the best Insurance Policy for you after studying your requirements. We assure you that we will provide you with the best Insurance solutions at the most competitive premium rates.

OUR PROCESS
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Preliminary Discussion

In our first meeting we would try to understand your purpose and objectives for setting up a retirement plan. We would also discuss your retirement goals and needs to ensure that we select the policies for your retirement plan accordingly. A proper understanding and aligning of your retirement goals would enable you to properly decide your required retirement corpus. We would also collect information about you to enable us to select the best general insurance policy for you.

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Research & Analysis

We at Ashutosh Financial Services take immense pride in being one of the very few companies in this field to have our own in-house Research & Analysis Department. After the preliminary meeting is concluded we forward our analysis to our Research Department who as Certified Insurance Brokers will compare all the available insurance policies of all the companies as per your retirement plan’s requirements and select the best retirement policy for you at the most competitive rate.

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Insurance Subscription Process

Once the best policy is selected and approved by our top management we will approach you again with all the necessary documents (Forms, Policy Information & Benefits, etc). If you have any doubts we will solve them before we proceed to log in your policy for your retirement plan.

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After Subscription Service

Once the Investment Process has been completed you will be assigned a Dedicated Relationship Manager. The Relationship Manager will be available at all times to attend to all your needs. Moreover, we also help and guide you at all times in matters relating to claim settlement. Our qualified team has years of experience in settling claims with various insurance companies.

Our Key USPs are as under: