SWP - Systematic Withdrawal Plan Services
Get regular income from your mutual fund investments with SWP. Systematic withdrawal plan for retirees and income seekers.
Expert Guidance
Quick Processing
Secure & Confidential
24/7 Support
Start SWP Investment
Get regular income from your mutual fund investments
AMFI Registered Mutual Fund Distributor
Regular Income
Get monthly or quarterly income from your investments.
Flexible Withdrawals
Choose withdrawal amount and frequency as per your needs.
Tax Efficient
Better tax treatment compared to other income sources.
SWP Benefits
Income Benefits
- • Regular monthly income
- • Flexible withdrawal amounts
- • Higher returns than FDs
- • Inflation-adjusted income
- • No premature withdrawal penalty
- • Automatic income generation
Investment Benefits
- • Remaining corpus continues to grow
- • Professional fund management
- • Diversified portfolio
- • Market-linked returns
- • Easy to modify or stop
- • Online management
Types of SWP
Fixed Amount SWP
Withdraw fixed amount regularly
- • Fixed monthly withdrawal
- • Predictable income
- • Easy to plan
- • Most popular type
Percentage SWP
Withdraw percentage of corpus
- • Percentage-based withdrawal
- • Adjusts with corpus value
- • Higher returns potential
- • Flexible income
Flexible SWP
Variable withdrawal amounts
- • Change amount anytime
- • Skip withdrawals if needed
- • Pause and resume
- • Maximum flexibility
Our SWP Setup Process
1
Income Planning
Calculate required monthly income and corpus.
2
Fund Selection
Choose suitable funds for SWP based on goals.
3
SWP Setup
Set up SWP with withdrawal schedule.
4
Regular Income
Start receiving regular income as planned.
Required Documents
Identity & Address Proof
- ✓PAN Card
- ✓Aadhaar Card
- ✓Address Proof
- ✓Passport Size Photo
Banking Documents
- ✓Bank Account Details
- ✓Cancelled Cheque
- ✓Bank Statement
- ✓Existing MF Holdings