Systematic withdrawal plan (SWP) in mutual funds EXPLAINED|Best mutual funds for swp|what is swp?

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A systematic withdrawal plan (SWP) is a facility offered by mutual funds to their investors to withdraw a fixed or variable amount of money from their investments at regular intervals. In an SWP, the investor specifies the amount they wish to withdraw and the frequency of the withdrawals (e.g., monthly, quarterly, or annually). The mutual fund then sells a certain number of units or shares to generate the specified amount and transfers it to the investor's bank account.
An SWP can be an effective way for investors to generate a regular stream of income from their mutual fund investments, particularly for retirees or those who need a regular cash flow for their expenses.
About Bhaven, a Certified financial planner
Bhaven, CFP is the founder of The Art of Wealth Building, a financial planning firm that helps professionals make mindful decisions with their money and strategically use their incomes to achieve financial freedom.
He started a TH-cam channel with a vision of spreading financial literacy, he started this mission in November 2017 and within the span of 5 years he has more than 2 lahks + subscribers and over 10 million views on his TH-cam channel “the art of wealth building”
The Art of Wealth Building is a professionally managed company led by a business professional comprising of Certified Financial Planner, with several years of experience in Financial Planning and Estate Planning.
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[@TheArtOfWealthBuilding]

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[@MohitYadav-th7fz]

plz review my portfolio parag Parikh flexicap,mirae asset mid cap & axis small cap each with 3000 rs per month sip for 30 year's and 1 lakh lumsum investment in Canara Bank small cap & pgim mid cap.

[@subratanath6262]

Thanks for sharing this valuable information and video with all.

[@TheArtOfWealthBuilding]

Thank you

[@trending9614]

Eye opening video Bhavin sir
FYI - One of your client

[@TheArtOfWealthBuilding]

Thank you

[@niteenbasagare]

Sir, upon withdrawl also, how invested amount is getting increased?

[@gurvindersaini1296]

beautifully explained 👏

[@TheArtOfWealthBuilding]

thank you

[@sheelafishouseagra]

Very nice video
Suggestion hdfc balanced advantage fund with dividend option can also be better

[@TheArtOfWealthBuilding]

my apologies but this may not be right to do.

[@parthrajpal3574]

If agar woh 24lakhs har saal nikalega toh kya use is withdrawal amount pai income tax dena padega kie nhi ? Please voh bhe batauye and agar dena padega toh net income voh kitne nikalega after tax

[@nileshdedhia1411]

PRANAM 💖

[@ashokpasrija4428]

Excellent funds

[@umeddavra7331]

Sir me 50 lakh se swp karna chahta hu kin fund me investment karna hoga

[@tusharpandit5769]

Good evening. Can u pls send me calculations for SWP if we invest as under :
1) 25 lacs - minimum withdrawal of 500/- per month - for 5 years.
2)25 lacs - minimum withdrawal of 500/- per month - for 10 years.
3)50 lacs - minimum withdrawal of 500/- per month - for 5 years.
Thanks

[@ashokpasrija4428]

It is better to withdraw @5% only.

[@saurabhbhardwajshukla1601]

Disclaimer: Life is unpredictable 😅

[@vinaykumarsingh6929]

Is it good to invest 50 lakh in HDFC BALANCED ADVANTAGE FUND? And why it is not good to take IDCW from it?

[@sidharthajain7311]

IDCW is not good and stable.
For regular income go for SWP.
And don’t withdraw more than 6-7% yearly from total corpus

[@sidharthajain7311]

Go for
Hdfc BAF - 10lakh
Paragparikh flexicap- 10lakh
ICICI MULTI asset fund -10lakh
Kotak multicast -10lakh
ICICI niftynext 50 fund -10lakh
Diversify portfolio I hve done it

[@johnstephen5211]

IDCW KYA BHAI

[@vinaykumarsingh6929]

@@johnstephen5211 income distribution cut capital withdrawal isme company apne profit me se kuch % apko dege

[@sanjaypatidar1235]

Motive of this video is not information, seems to be an ad to the sell the service by advisor

[@kchandrashekarrao8452]

Which app is best to calculate swp

[@deepakchand9689]

A financial calculator is a very good app for all kinds of financial calculations

[@president0007]

saare video me to tum apna paid add kiye hue ho

[@vipul.bhowar]

Tax impact?

[@TheArtOfWealthBuilding]

mentioned in a video, later half

[@ashokpasrija4428]

LTCG @ 10% wl be applicable. Rs 1 lakh capital gains wl be free in a year

[@Adv.prvzali]

5cr kha se lao

[@bovetechnical06]

Fees😂

[@travelnnewsupdates130]

Very Bad Idea.

[@MohitYadav-th7fz]

please review my portfolio parag Parikh flexicap,mirae asset mid cap & axis small cap each with 3000 rs per month sip for 30 year's and 1 lakh lumsum investment in Canara Bank small cap & pgim mid cap.