SIP today and SWP Tomorrow

on

 


Start Investing Today,

Enjoy Regular Cash Flow Tomorrow


As time flies, retirement approaches faster than we realize. Securing our golden years means planning ahead. By initiating a Systematic Investment Plan (SIP) now with a specific goal in mind, you can effortlessly create a fund to cover your monthly expenses during retirement. Here are a few examples:"




  • Assuming an annual return of 12%, the corpus for SIP investment calculation is derived. Any remaining amount after monthly withdrawal is also computed based on this assumed return.
  • The SIP installment is determined in accordance with the age at which the SIP begins.
  • A withdrawal rate of 8% is applied for the SWP, with the residual amount expected to appreciate at an assumed annual rate of 12%.
  • SWP withdrawals are anticipated to commence after the SIP tenure concludes and the accumulated corpus is available.


I'm pleased to inform you that I'm capable of conducting calculations to
meet your specific requirements. If you'd like to explore this further.


Feel free to contact us today.

 
Call us +91-9819726452     |     Email: kalpeshn.shah@yahoo.in




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