SWP – Regular Income
A Systematic Withdrawal Plan (SWP) lets you withdraw a fixed amount from your mutual fund investment at chosen intervals, while the balance stays invested. It is commonly used by retirees and anyone who needs a regular cash flow from an existing corpus. The withdrawal amount is not assured and depends on how long the corpus lasts.
- Withdrawal amount and frequency set by you
- Balance corpus stays invested in the scheme
- Illustration using our SWP calculator before you start
- Modify, pause or stop the SWP any time
- Capital gains statements for each withdrawal
- Periodic review so the corpus is not drawn down too fast
Our process
Understand your needs
We learn about your requirements and your risk comfort.
Share product information
We provide details and documents from the product provider.
Complete the paperwork
KYC, forms and mandates are handled with care.
Continuous service
Statements, changes and requests are supported throughout.
Other Services
Mutual Fund Investments
Access schemes across equity, debt and hybrid categories from leading AMCs, with smooth onboarding and paperwork support.
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SIP & STP Facilitation
Set up Systematic Investment, Transfer and Withdrawal Plans with mandate registration and ongoing servicing help.
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Tax-Saving ELSS Investments
Understand Equity Linked Savings Schemes, their lock-in and features, and invest through a simple, guided process.
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Ready to start your investment journey?
Speak with our team for product information, onboarding help and service support.