YouTube doesn't want you know this subscribers secret
Get Free YouTube Subscribers, Views and Likes

How to generate regular income from mutual funds? | What is SWP?

Follow
Value Research

Plan a perfect retirement by understanding how to withdraw optimally from your corpus. Watch this episode of Investors’ Hangout.

Subscribe to our हिंदी YouTube channel, Dhanak    / @dhanak_valueresearch  

Here are the key takeaways:
SWPs enable you to withdraw your investments gradually, which can safeguard your capital during market downturns by spreading out the impact of market fluctuations.
An SWP is a good choice for retirees. It offers the flexibility to decide how much you want to withdraw, and the money is conveniently deposited directly into your bank account.
When planning your SWP, consider factors like your corpus size, income needs, and dependency on the SWP for daily expenses.
If the annual withdrawal falls within the 46% range, a conservative approach is to allocate onethird of your investments to equities.
If you don't rely on SWP for your primary income, you can consider a higher equity allocation, say 75%.

#MutualFunds #financialplanning #mutualfund #sip #swp #mutualfundssahihai #tax #financialplan #stocks #investment

Subscribe to our newsletter : https://bit.ly/3GW0HGe
Subscribe to our YouTube channel:    / @valueresearchvideo  
Subscribe to our monthly magazines : https://bit.ly/3DWgAdS
Subscribe to our हिंदी YouTube channel, Dhanak    / @dhanak_valueresearch  

Chapters:
00:00 Introduction
00:35 What is an SWP?
03:57 What is the ideal equity allocation for an SWP?
09:23 What are the tax implications of an SWP in mutual funds?
11:15 SWP vs Annuity Which is better?
12:54 Key Takeaways

Got an investmentrelated question?
➡Post it on our 'Ask Value Research' page https://vro.in/askvr.

You can use our Premium service https://vro.in/prem/ for exclusive analysis, guidance, and customized recommendations.

If you are wondering how to get started with stocks or an experienced investor trying to add a new source of investing ideas to your portfolio, go to Value Research Stock Advisor https://www.valueresearchstocks.com/ . It has everything that you will need on stocks.

We are also on:
Website: https://www.valueresearchonline.com
Twitter:   / valueresearch  
Facebook:   / valueresearch  
Instagram:   / valueresearch  
Spotify: https://open.spotify.com/show/5da8Mxc...

#AskVR #ValueResearch #sensexniftyindex #nifty #sensex #Investment #SIP #FinancialPlanning #investment #financialplanning #mutualfund #sip #tax #taxes #mutualfundssahihai #mutualfund #index #indexfunds

posted by slaenu1