NPS & Estate Planning

National Pension System (NPS) – Build a Stable Retirement

NPS (National Pension System) is a government-backed retirement savings scheme that helps individuals build a corpus for their post-retirement life while enjoying tax benefits. It is a market-linked investment with a mix of equity and debt, ensuring long-term wealth creation.

Why Invest in NPS?

Retirement Security – Ensures a steady income after retirement.
Tax Benefits – Get deductions up to ₹2 lakh under Section 80C & 80CCD (1B).
Low-Cost Investment – One of the most cost-effective retirement plans.
Partial Withdrawal – Allowed for specific needs like medical emergencies.

Estate Planning – Safeguard & Transfer Your Wealth

Estate planning ensures that your wealth is protected and distributed as per your wishes. It involves creating a will, setting up trusts, and tax-efficient asset transfer, securing your family’s financial future.

Why Estate Planning is Important?

Avoid Legal Hassles – Ensures smooth wealth transfer to heirs.
Minimize Taxes – Proper planning reduces tax liabilities.
Protect Your Assets – Prevents disputes and secures family wealth.
Control over Your Legacy – Decide how and when your assets are distributed.

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Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.

AMFI Registered Mutual Fund Distributor | ARN- 155143 | Date of initial Registration: 04-Oct-2021 | Current validity: 04-Oct-2027

Grievances officer: Khushboo Nainani | 9001630999 | info@kinvest.in