Invest by goal
Regular Income
A Systematic Withdrawal Plan (SWP) lets you take a fixed amount from a mutual fund investment at regular intervals.
Points to understand
- The income is not guaranteed. It comes from your own investment, so a high withdrawal rate can reduce your capital.
- The value of your investment moves with the market, so the plan may need adjusting.
- Tax treatment depends on the scheme type and your circumstances. Please confirm with your tax adviser.
We help you work out a withdrawal level and scheme mix that suits your needs and risk comfort, and review it regularly.
Please note: Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Returns are not guaranteed. This page is general information, not personal advice.
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Book a consultation with our team. We will listen first and explain every option before you invest.