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Retirement Planning

We help you plan and secure your retirement so that you never have to compromise on your Lifestyle.

 Do you understand the inflation adjusted monthly Pension you will need?

  • What if you outlive your savings?
  • Do you fear dispute over your assets such as property, gold etc.?
  • Have you registered your Will?
  • Create a Secure & Tax Free Pension.
  • Create a legacy; Distribute assets to children or charity.
  • Plan your expensive months - Children's & Grand Children's Birthday & Anniversary.
  • Register your Will to avoid family disputes over all your assets.
  • Manage Income Tax, Pension, Health Care, Real Estate, Banks and Payments.
  • Tax free monthly pension, income tax optimization, will & estate planning & build a medical corpus

An elderly couple sitting closely on a park bench in the sunshine.

EDGE ASSOCIATES

AMFI registered mutual fund distributor & SIF distributor

AMFI registration number ARN-176739, Registration valid upto: 11 Mar, 2027

APMI registration number APRN00217, Registration valid upto: 07 Jan, 2029

Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully before investing. Past performance is not indicative of future returns. Edge Associates is an AMFI registered mutual fund distributor & SIF distributor (ARN: 176739) & APMI registered PMS distributor (APRN00217). We receive commission from asset management companies for the distribution of mutual fund, SIF, PMS & AIF products.

Grievance Redressal Officer: | shivesh@edgeassociates.in | +917259146666

  • Portfolio Disclosure
  • Commission Disclosures
  • Mutual Fund SID
  • Mutual Fund SAI
  • Mutual Fund KIM
  • AMC fund factsheets
  • AMC partners
  • Shortlisted Mutual Funds
  • PMS data
  • AMFI risk factor

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