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

The Art Of Wealth Building
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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.
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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 RU-vid 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 RU-vid channel “the art of wealth building”
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12 май 2023

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Комментарии : 36   
@TheArtOfWealthBuilding
@TheArtOfWealthBuilding Год назад
✅To Consult Bhaven, CFP for your personal financial planning, click on the below link wa.me/919004789500?text=consultation%20details ✅ Or WhatsApp on - 9004789500
@MohitYadav-th7fz
@MohitYadav-th7fz Год назад
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
@subratanath6262 Год назад
Thanks for sharing this valuable information and video with all.
@TheArtOfWealthBuilding
@TheArtOfWealthBuilding Год назад
Thank you
@trending9614
@trending9614 Год назад
Eye opening video Bhavin sir FYI - One of your client
@TheArtOfWealthBuilding
@TheArtOfWealthBuilding Год назад
Thank you
@nileshdedhia1411
@nileshdedhia1411 9 месяцев назад
PRANAM 💖
@sheelafishouseagra
@sheelafishouseagra Год назад
Very nice video Suggestion hdfc balanced advantage fund with dividend option can also be better
@TheArtOfWealthBuilding
@TheArtOfWealthBuilding Год назад
my apologies but this may not be right to do.
@gurvindersaini1296
@gurvindersaini1296 Год назад
beautifully explained 👏
@TheArtOfWealthBuilding
@TheArtOfWealthBuilding Год назад
thank you
@niteenbasagare
@niteenbasagare 11 месяцев назад
Sir, upon withdrawl also, how invested amount is getting increased?
@parthrajpal3574
@parthrajpal3574 9 месяцев назад
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
@ashokpasrija4428
@ashokpasrija4428 Год назад
It is better to withdraw @5% only.
@ashokpasrija4428
@ashokpasrija4428 Год назад
Excellent funds
@saurabhbhardwajshukla1601
@saurabhbhardwajshukla1601 7 месяцев назад
Disclaimer: Life is unpredictable 😅
@tusharpandit5769
@tusharpandit5769 5 месяцев назад
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
@umeddavra7331
@umeddavra7331 8 месяцев назад
Sir me 50 lakh se swp karna chahta hu kin fund me investment karna hoga
@sanjaypatidar1235
@sanjaypatidar1235 2 месяца назад
Motive of this video is not information, seems to be an ad to the sell the service by advisor
@vinaykumarsingh6929
@vinaykumarsingh6929 5 месяцев назад
Is it good to invest 50 lakh in HDFC BALANCED ADVANTAGE FUND? And why it is not good to take IDCW from it?
@sidharthajain7311
@sidharthajain7311 3 месяца назад
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
@sidharthajain7311 3 месяца назад
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
@johnstephen5211 2 месяца назад
IDCW KYA BHAI
@vinaykumarsingh6929
@vinaykumarsingh6929 2 месяца назад
@@johnstephen5211 income distribution cut capital withdrawal isme company apne profit me se kuch % apko dege
@Adv.prvzali
@Adv.prvzali 9 месяцев назад
5cr kha se lao
@president0007
@president0007 2 месяца назад
saare video me to tum apna paid add kiye hue ho
@kchandrashekarrao8452
@kchandrashekarrao8452 9 месяцев назад
Which app is best to calculate swp
@deepakchand9689
@deepakchand9689 4 месяца назад
A financial calculator is a very good app for all kinds of financial calculations
@vipul.bhowar
@vipul.bhowar Год назад
Tax impact?
@TheArtOfWealthBuilding
@TheArtOfWealthBuilding Год назад
mentioned in a video, later half
@ashokpasrija4428
@ashokpasrija4428 Год назад
LTCG @ 10% wl be applicable. Rs 1 lakh capital gains wl be free in a year
@bovetechnical06
@bovetechnical06 3 месяца назад
Fees😂
@travelnnewsupdates130
@travelnnewsupdates130 5 месяцев назад
Very Bad Idea.
@MohitYadav-th7fz
@MohitYadav-th7fz Год назад
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.
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