Plan for life
Drawing a regular amount from investments
A systematic withdrawal plan can provide periodic cash flow. The balance still moves with the market.
Three decisions that matter
These are the choices that shape this goal. Everything else follows from them.
01
How much can be withdrawn
The question behind the goal is what withdrawal level the invested amount can bear.
02
Amount, rate and withdrawal size
A systematic withdrawal plan depends on the amount invested, the returns earned and the size of each withdrawal.
03
Withdrawing faster than the corpus can bear
Withdrawals come from your own invested amount, and the balance can run out.
Explore the numbers
The SWP calculator shows how a chosen withdrawal level draws down an invested amount at a rate you assume.
Open the SWP calculatorOne clear plan for the life you are building.
Begin with a short conversation. No documents and no commitment at this stage.
Important information
Finvest Capital operates in the mutual fund space as Mutual fund distribution, ARN 305079, subject to current validation. Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance does not indicate future results. Finvest Capital does not provide investment advisory services and does not guarantee any outcome.