#SWP


 

Dividend vs. Systematic Withdrawal: Which mutual fund option is best for regular income?

Mutual fund schemes have two options while investing – Growth Plan and Income Distribution Capital Withdrawal (IDCW) erstwhile known as Dividend Plan. Usually, investments in mutual funds are made for long-term wealth creation. However, there are times when investments in Mutual Funds are made from the perspective of regular income. In that case, two options […]

Co-founder, The Financialist (SEBI RIA)
0
14 Sep 2024
 

How to manage finances with irregular income?

As a freelancer and an entrepreneur, my income stream doesn’t follow any pattern. However, I earn around Rs 20-25 lakh annually, with monthly expenses of about Rs 50,000. I have already saved about Rs 20 lakh. What is the best possible strategy to achieve stable monthly cash flow and my long-term financial goals through mutual […]

SEBI RIA and Founder at SahajMoney®
1
08 Aug 2024
 

Need periodic income before rejoining work? Here’s how to invest.

I recently sold my business and have saved around 50-60 lakh rupees, which I’ve invested in a couple of mutual funds. Before starting my next venture, I plan to take a break. My current lifestyle requires about Rs 50,000 per month. What is the best investment product to generate periodic income until I resume earning […]

SEBI RIA and Founder at SahajMoney®
0
16 Jul 2024