pension

SBI mutual fund pension plan

/ Financial Planning, Mutual Funds / By

SBI Mutual Fund offers several investment options, and one of the popular options is the SBI Mutual Fund Pension Plan. This plan is designed to help individuals plan for their retirement and enjoy a regular income post-retirement. As a leading mutual funds advisor in Delhi, Happy FinServ can guide you in investing in the SBI Mutual Fund Pension Plan and help you achieve your retirement goals.

Here are some important details about the SBI Mutual Fund Pension Plan:

  1. Types of plans: The SBI Mutual Fund Pension Plan offers two types of plans – Systematic Withdrawal Plan (SWP) and Annuity Plan. The SWP allows investors to withdraw a fixed amount of money at regular intervals while the Annuity Plan offers a guaranteed income for life.
  2. Eligibility: Individuals between the age group of 18 to 65 years can invest in the SBI Mutual Fund Pension Plan. The minimum investment amount is Rs. 5000, and there is no maximum limit.
  3. Tax benefits: The SBI Mutual Fund Pension Plan offers tax benefits under Section 80C of the Income Tax Act. The annuity income received is also taxable under the income tax slab rate.
  4. Fund performance: The SBI Mutual Fund Pension Plan has a track record of delivering consistent returns to investors. The fund’s performance is benchmarked against CRISIL Hybrid 85+15 – Conservative Index.

At Happy FinServ, we have been providing mutual fund advisory and management services for over 30 years. We have helped over 2000 families all over the world manage their investments and achieve their financial goals. We understand that every investor’s needs are unique, and we offer a personalized service to meet their specific needs.

We have a team of experienced professionals who can guide you in investing in the SBI Mutual Fund Pension Plan. We follow a systematic approach to help our clients achieve their financial goals. We first understand their investment objectives, risk appetite, and financial goals. Based on this, we suggest a suitable investment plan that aligns with their investment goals.

Here are some examples of people whose Mutual Funds we have managed in the past:

  1. Mr. Sharma, a retired government employee, wanted to invest his retirement corpus in a scheme that would provide a regular income. We suggested he invest in the SBI Mutual Fund Pension Plan, and he has been receiving regular income post-retirement.
  2. Ms. Singh, a young professional, wanted to invest in a scheme that would help her save tax and generate long-term wealth. We recommended the SBI Equity Hybrid Fund, and she has been receiving good returns on her investment.

At Happy FinServ, we prioritize building a personal relationship with our clients. We believe in building trust and transparency with our clients, which is why we have been a trusted mutual fund advisor in Delhi for over 30 years.

If you are interested in investing in the SBI Mutual Fund Pension Plan or any other mutual fund scheme, feel free to contact us. Our team of experienced professionals will be happy to assist you in achieving your financial goals.

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