Give your children the ultimate gift of a secure future with the NPS Vatsalya
What is NPS Vatsalya?
This simple, worry-free savings tool allows parents/ guardians to invest on behalf of their children until they turn 18 years old. After which, this contributory account converts into a regular NPS that the young adult can continue investing in as per their autonomy. It benefits parents by giving them the perks of NPS while saving up abundantly for their child’s future, after which they can take over and continue. Leverage the power of compounding!
Eligibility For NPS Vatsalya
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- Indian citizens below 18 years of age
- Parents or guardians of a child can open the account on behalf of the minors
- Non-resident Indian (NRI) and Overseas Citizenship of India (OCI) individuals below 18 years
Features of NPS Vatsalya Scheme
- Sole Beneficiary: The minor will be the sole beneficiary of the NPS Vatsalya account.
- Parental/Guardian Contributions: Parents or guardians can open and contribute to the account on behalf of the minor.
- Automatic Conversion: Upon reaching 18, the account will seamlessly transition into a regular NPS Tier 1 account.
- Investment Flexibility: The minor will have the option to choose their preferred fund manager and asset allocation.
- No Contribution Limit: There is no maximum limit on the amount that can be contributed to the NPS Vatsalya account.
- Tax Implications: Tax benefits are not applicable to contributions made to an NPS Vatsalya account.
Why Choose NPS Vatsalya?
NPS Vatsalya offers several compelling reasons for parents to invest in their child’s future:
- Long-Term Financial Security: It provides a solid foundation for long-term financial stability.
- Lower Contribution Amounts: Parents can start with small contributions and gradually increase them over time.
- Financial Education: Introducing the concept of pension planning at a young age can foster financial responsibility.
- Risk Mitigation: NPS Vatsalya can help protect against future uncertainties and financial challenges.
- Future Flexibility: The account offers flexibility in future financial planning, allowing for adjustments as needed.
- Power of Compounding: The benefits of compound interest can significantly enhance the growth of the investment over time.
Benefits of NPS Vatsalya
- Early Savings Opportunity – Secure your child’s future with early investments in NPS Vatsalya, leveraging compounding for bigger savings.
- Investing Discipline – With NPS Vatsalya, you teach your children the valuable lesson of financial discipline, which they take over at 18
- Compounded Benefits—NPS Vatsalya’s benefits include saving early, which results in a major compounding advantage that builds retirement wealth for children.
- Savings for Major Events – Access funds for life milestones like education or marriage within early withdrawal limits, ensuring financial readiness.
- Family Safeguard – Your family’s financial well-being remains stable as you instill savings and build wealth for their future.
NPS Vatsalya: A Guide for Parents
Opening an NPS Vatsalya Account
- Visit the Buy NPS Portal: Go to the Buy NPS page.
- Choose Your CRA: Select your preferred Central Record-Keeping Agency (CRA) from the available options.
- Fill in the Details: Provide the necessary information for the minor. If the minor is born before 1st April 2004, additional details may be required by CAMS or K-fin Technology.
NPS Vatsalya: Key Features and Benefits
After Age 18:
- Automatic Conversion: The NPS Vatsalya account will seamlessly transition into a regular NPS Tier 1 account.
- Fresh KYC: The minor will need to complete a fresh KYC process within three months of turning 18.
- Tier 1 Benefits: The account will then enjoy all the features, benefits, and exit norms of the NPS Tier 1 for All Citizen Model.
Partial Withdrawal:
- Limit: Up to 25% of the total contributions can be withdrawn.
- Lock-in Period: A lock-in period of three years applies.
- Maximum Withdrawals: Three withdrawals are allowed before the subscriber turns 18.
- Reasons: Allowed reasons include education, treatment of specified illnesses, disability of more than 75%, or other reasons specified by the PFRDA.
NPS Vatsalya: Exit
Upon Reaching 18:
- Accumulated Corpus:
- If the accumulated corpus is equal to or greater than ₹2.5 lakhs, at least 80% must be converted into an annuity, and up to 20% can be taken as a lump sum.
- If the accumulated corpus is less than ₹2.5 lakhs, up to 100% can be taken as a lump sum.
In Case of Death:
- Minor’s Death: The entire corpus will be returned to the guardian.
- Guardian’s Death: A new guardian must be registered through a fresh KYC process.
- Both Parents’ Death: The legally appointed guardian can continue the account without making contributions until the subscriber turns 18.