We at PensionIndia.com believe that pension sector reforms & growth is critical to India’s overall success storey. In order to bring timely and insightful content to financial advisors and their clients PensionIndia.com strives to be a one point resource for all your pension related information. It features ongoing commentary on a variety of financial planning subjects, including the latest developments around taxes, planning for retirement and other wealth-related strategies for comfortable retirement, and a wide range of investment and wealth management information, retirement planning ideas thus allowing it’s readers an updated & holistic view which can be used for their benefit.
PensionIndia.com is co-promoted by a team of skilled professionals in finance and planning.
Pensionindia.com addresses the needs of financial advisors in many ways. By using pensionindia.com, the advisors will get to the market quickly with timely content, dynamic commentary and relevant strategies that can help them in financial planning conversations with their clients.
Wealth management planning & especially retirement planning has never been more challenging. Increasingly, clients look to their advisors for what is called needs-based investing; in which advisors help them address specific needs and goals -- everything from helping them address longevity, market, taxes and inflation risks to helping them generate sufficient income in retirement. These are complex needs, and financial advisors need the most advanced information and planning tools at their disposal to help their clients achieve their goals.Pensionindia.com seek to provide advisors and their clients with a single source for all of best wealth planning resources and strategies available in the Indian context.
The Practice Management Center for advisors in pensionindia.com will offer a range of content-rich features, including frequently updated blog-like posts on investment topics; timely " latest planning ideas" to help advisors engage their clients in meaningful conversations which can lead to useful solutions and business-building opportunities; and
links to all existing wealth management content, including a wide variety of investor education literature, financial planning videos, client seminars and online tools. It will cover the following topics in details :
Retirement/Income - Information on saving for retirement and managing income in retirement, including investor education, worksheets and calculators, client seminars and sales ideas and tools
Taxes - Client education articles and videos on a variety of tax-related topics, including updates on changes to tax law
Insurance/Risk Management - Principles and strategies for safeguarding wealth in volatile times including techniques for protecting assets from potential creditors
Estate and Wealth Transfer - Estate planning articles and seminars
College Savings - Information about saving for college, including analytical tools and calculators and client seminars
Investments - Content by Pensionindia team on investment issues, including articles and presentations downloadable for use with clients
Financial Planning Videos - Recent videos covered strategies to construct a tax-efficient portfolio and the tax impact of various legislation.
Links to best Pension Funds, Mutual funds & Insurance schemes - Direct links to the best performing funds in the market.
The most value that financial advisors can provide to their clients is informed advice and solutions about how best to manage their wealth to achieve their life goals. Advisors section in Pensionindia.com gives advisors access to timely information, planning ideas and other content they need to build their businesses and help their clients make informed decisions.
We trust that you will benefit from PensionIndia.com.