Retirement & Tax Planning

Build a Secure Future While Maximizing Tax Savings

At Sanchay Financial Services, we help you achieve financial independence after retirement and ensure you make the most of available tax benefits. Our strategies combine wealth creation, tax efficiency, and long-term income generation to support your golden years.

Retirement Planning

A well-planned retirement ensures you maintain your lifestyle after your active income stops. We help you create a diversified retirement corpus with steady post-retirement income.

  • Calculate retirement corpus based on goals and inflation
  • Use mutual funds, NPS, and annuity products
  • Build a SIP-based disciplined savings approach
  • Plan for healthcare and emergency needs

Tax Planning

Smart tax planning helps you reduce your tax outgo while staying compliant. We assist individuals and business owners in optimizing their investments under tax-saving instruments.

  • ELSS Mutual Funds (Sec 80C)
  • NPS & PPF Contributions
  • Health Insurance (Sec 80D)
  • Home Loan Benefits (Sec 24 & 80EEA)
  • Capital Gains Tax Planning

Whether you're just starting or close to retirement, the right planning can make all the difference. Partner with Sanchay Financial Services to secure your retirement and reduce taxes effectively.

Start Your Retirement Plan Today