SWP (Systematic Withdrawal Plan)

Enjoy Regular Income with Flexibility Using SWPs

Systematic Withdrawal Plans (SWPs) let you withdraw a fixed amount from your mutual fund investments at regular intervals. They’re perfect for retirees or those needing steady income while still earning returns on their remaining investments. SWPs offer flexibility, control, and tax-efficient withdrawals.

Who Should Invest?

Retirees or anyone seeking regular, reliable income from investments.
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Potential Benefits

Monthly income, retained growth potential, and tax-smart withdrawals.
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How to Get Started?

Choose your fund, set withdrawal amount and frequency, and activate SWP.
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3. Why Choose SWP?

Turn your investments into a steady income stream with complete flexibility.

Ideal for retirement income or monthly cash flow
Flexible withdrawal amount and frequency
Remaining investment continues to grow
More tax-efficient than interest from traditional savings
Offers both liquidity and returns together
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    What is a Systematic Withdrawal Plan (SWP)?
    SWP allows investors to withdraw a fixed amount from their mutual fund investment at regular intervals.

    How does SWP benefit investors?
    It offers a steady income stream, making it ideal for retirees or those seeking regular cash flow without redeeming the entire investment.

    Can I customize the withdrawal frequency and amount?
    Yes, you can choose monthly, quarterly, or annual withdrawals with amounts tailored to your needs.

    Is the capital invested still earning returns during SWP?
    Yes, the remaining amount continues to stay invested and earns market-linked returns.

    What is the tax implication of SWP?
    Withdrawals are subject to capital gains tax depending on the fund type and holding period.

    Can I stop or modify my SWP at any time?
    Yes, SWPs are flexible—you can stop, pause, or modify your withdrawal schedule as required.

    Still have you any problem for solutions?

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