SWP - Systematic Withdrawal Plan

A smart regular withdrawal / exit strategy that allows you to withdraw a particular amount from your investment at customized periodic intervals while your capital participates in the market.

How SWP Works

A Systematic Withdrawal Plan (SWP) is a structured way to withdraw money from your mutual fund investments while allowing the remaining balance to continue growing. This plan enables you to receive a fixed amount at regular intervals—whether monthly, quarterly, half-yearly, or annually—by redeeming a predetermined number of mutual fund units. The withdrawn amount is directly credited to your registered bank account, ensuring a steady stream of income without requiring you to manually redeem your investment each time.
Invest in a Mutual Fund scheme.
Wait for some time for money to grow OR Go to the next step.
Set withdrawal amount & frequency.
Withdrawals go automatically to your bank account.
Remaining money continues to work for you.

Benefits of SWP

■  Regular Income

■  Flexible Withdrawal Option

■  Growth of Value Over Time

■  Market Volatility Protection

■  Tax Benefit

■  Spend Your Saved Money

Your Trusted Partner

We are your personal professional partner for helping you achieve financial freedom and a life of abundance. Specializing in financial investment, we are dedicated to helping businesses and individuals unlock their full financial potential in today’s ever-evolving financial landscape. With a wealth of industry expertise, we deliver comprehensive advisory services designed to empower you to optimize financial performance, mitigate risks, and achieve lasting growth.

Whether you aim to grow wealth, plan a secure retirement, or manage corporate investments, we partner with you to design a strategy that not only meets your goals but also transforms your financial dreams into reality. Let us help you take control of your finances, embrace abundance, and live a life on your terms.

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