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Yash Insurance
Home
About us
Achievements
Insurances
  • Life insurance
  • General Insurance
  • Mutual funds
Blogs
Contact
More
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    • Life insurance
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SWP (Systematic Withdrawal Plan)

What is SWP?

SWP is a method of withdrawing money from mutual fund investments in a systematic manner. It allows investors to receive a fixed amount or a variable amount regularly from their mutual fund investments, similar to a regular income stream. Let's delve into SWP and its advantages

Conclusion

SWP provide investors with strategic benefits to manage their investments effectively. SWP allows for systematic withdrawals to meet income needs while preserving the investment capital.

What is SWP?

How SWP Works:

With SWP, investors can choose the amount and frequency of withdrawals from their mutual fund investment. They can set up a fixed withdrawal amount or opt for a variable withdrawal, where a certain percentage of the invested amount is withdrawn periodically. The withdrawals can be made on a monthly, quarterly, or annual basis.


Advantages of SWP:


a. Regular Income: SWP provides investors with a steady income stream from their mutual fund investments. It can be particularly useful for retirees or individuals seeking supplemental income during specific periods.


b. Professional Management: By opting for SWP, investors can leave the management of their investment portfolio to professional fund managers while receiving regular payouts.


c. Tax Efficiency: Depending on the type of mutual fund and the holding period, SWP can be more tax-efficient than other forms of withdrawals, especially in the case of equity-oriented funds with a longer holding period.


d. Flexibility: SWP allows investors to tailor their withdrawals based on their financial needs. They can adjust the withdrawal amount or frequency as per changing circumstances.


e. Wealth Preservation: SWP helps investors preserve their investment capital, as they only withdraw a portion of the returns generated by the mutual fund. This way, the investment continues to grow, even while withdrawals are made.

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