SWP (Systematic Withdrawal Plan) with Way2Protect

Mutual Funds | Way2Protect —
SWP (Systematic Withdrawal Plan)

A regular income from your mutual fund investments.

All Mutual Funds options

What is SWP (Systematic Withdrawal Plan)?

A Systematic Withdrawal Plan lets you withdraw a fixed amount from your mutual fund investment at regular intervals — monthly, quarterly or yearly.

The remaining amount stays invested, which makes SWP a popular way to create a regular cash flow during retirement.

Who is it for?

  • Retirees looking for regular income
  • Investors with a lump sum who need monthly cash flow

Key features

  • Choose withdrawal amount and frequency
  • Balance remains invested
  • Flexible — change or stop anytime
  • Tax-efficient compared to some alternatives (as per tax laws)

Things to consider

  • Withdrawing more than the fund earns reduces the corpus
  • Returns are market-linked
  • Exit load and tax may apply

Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. Past performance is not indicative of future returns. Product availability, eligibility, premiums, interest rates, benefits and approval are subject to applicable terms, conditions, underwriting/lender policies and eligibility criteria.

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