CAPITALEAZ INDIA PRIVATE LIMITED
At CAPITALEAZ INDIA PRIVATE LIMITED, we provide expert guidance and end-to-end support for investing in the National Pension Scheme (NPS). Our NPS advisory services help clients plan for a secure retirement by building a disciplined, long-term investment portfolio with tax benefits and flexible contribution options.
With a transparent and customer-focused approach, we assist clients in choosing the right NPS plans aligned with their financial goals, risk profile, and retirement objectives.
We assess your retirement goals and financial situation to recommend the most suitable NPS investment strategy with optimal asset allocation and risk management.
Assistance in opening and managing Tier-I and Tier-II NPS accounts to ensure compliance and maximize retirement benefits.
Guidance on choosing the right pension fund managers and investment schemes (Equity, Corporate Bonds, Government Securities) based on risk appetite and return expectations.
We help plan regular contributions, monitor account growth, and adjust allocation strategies as per market conditions and personal goals.
Expert guidance on availing tax benefits under Section 80C and Section 80CCD for NPS contributions to maximize savings.
Assistance with partial withdrawals, annuity options, and full maturity planning for a stable and secure retirement income.
Complete support for NPS documentation, KYC compliance, and nominee registration for hassle-free account management.
Specialized advisory for NRIs, including account setup, contribution guidance, compliance with FEMA regulations, and repatriation of funds.
Retirement Goal Assessment
NPS Account Type & Fund Selection
Contribution Planning & Execution
Periodic Monitoring & Portfolio Review
Maturity Planning & Tax Optimization
✔ Expert retirement planning guidance
✔ Personalized investment strategies
✔ Transparent advisory & account management
✔ Tax-efficient NPS planning
✔ Dedicated support for residents & NRIs
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