Member-only story
Finding the balance between growth and income — without dipping into your savings pot.
Is SWP Investment Right for You?
Discover how a Systematic Withdrawal Plan (SWP) can transform your investments into a steady income stream, whether you’re planning for retirement or looking for additional financial flexibility. Let’s explore the ins and outs of SWP and how it might fit your financial goals.
✨ Note: Non-members can read the full story here.
You may have heard about SIPs, or Systematic Investment Plans, as a way to invest gradually in mutual funds. But have you heard about SWPs? Systematic Withdrawal Plans, or SWPs, are like the flip side of SIPs — they’re designed to help you withdraw money at regular intervals from your mutual fund investments.
So why would someone want to do that? And is it right for you?
Are You Looking for a Regular Income Stream?
Let’s say, down the lane, in a few years, you’ve built a sizable investment portfolio, and now, instead of reinvesting, you’re looking for a consistent income.
Whether you’re nearing retirement or simply want to create a side income stream, an SWP could be a smart choice. With SWP, you have a way to systematically…