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Retiree

Retirees often face specific challenges when it comes to managing their investments. Some common problems include:

  • Market Volatility
  • Longevity Risk
  • Inflation
  • Sequence of Returns Risk
  • Healthcare Cost
  • Low-Interest Rates
  • Tax Implications
  • Lack of Financial Literacy
  • Changing Financial Goals
  • Estate Planning

To address these challenges, we engage in comprehensive financial well-being analysis, diversify their investments, and regularly review and adjust their portfolio as needed. Each retiree's situation is unique, so personalized solution based on individual goals, risk tolerance, and financial circumstances is provided by us.

We offer following specific services for a Business Owner besides our other services

  • RBI Bonds
  • Limited Investment Options
  • Senior Citizens Savings Scheme
  • Annuity Plans
  • Fixed Deposits
  • Mutual Funds
  • Succession Planning Consultation

Quick Contact

520, Omega Business Park,
ESIC Hospital Rd, Wagle Industrial Estate,
Thane West, Thane, Maharashtra 400604

Call: +91-7506962113

E-mail: info@sasinvestments.in

      

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