Sentences with phrase «consider swp»
I believe that you can consider SWP option in MIP Fund.
https://www.relakhs.com/ Not exact matches
If so, instead of balanced fund, you may consider MIP fund like Birla MIP II Wealth 25 plan (growth option) for next 2 to 3 years and then set up SWP with the same fund.
You may suggest her to invest in these two schemes up to maximum limit and then consider investing in mutual funds (SWP in debt funds).
If fixed period income is your requirement, considering your tax bracket, and if you can afford to take moderate risk — Setting up SWP from a Balanced fund is effective and makes sense.
Whether you are in 10 or 30 % tax bracket, MIP Fund with Growth & SWP option can be considered if your withdrawals are for more than 3 years, because the Long term capital gains are taxed at 10 % or 20 % (with indexation benefit).
Dear Kedar, For SWP of 2 year time - frame, you may consider a Short term debt fund like Franklin low duration fund.
If you are looking for income solution for the family which generate a regular cash flow in a tax - friendly manner, you should defiantly consider SBI Bandhan SWP.