SWP (Systematic Withdrawal Plan)
Systematic Withdrawal Plan (SWP) allows investors to withdraw a fixed sum at regular
intervals from their mutual fund investments. This is ideal for generating a steady
cash flow while the remaining investment continues to grow, making it suitable for
retirees or investors needing periodic income.
Metaarth Finserve structures SWPs to optimize income while preserving capital over
the long term. Withdrawals can be adjusted based on evolving requirements, market
conditions, or changes in financial goals. SWPs provide liquidity, regular income,
and flexibility without disturbing the overall wealth accumulation plan.
Key Highlights
- Generates predictable, regular income
- Maintains remaining corpus for continued growth
- Flexible withdrawal amount and frequency
- Supports retirement and long-term financial needs
- Helps manage financial stability in retirement