SWP Calculator with Inflation | What is SWP Plan in Mutual Funds | Systematic Withdrawal Plan
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3 سال پیش
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SWP Calculator with Inflation |
SWP Calculator with Inflation | What is SWP Plan in Mutual Funds | Systematic Withdrawal Plan
In this video by FinCalC TV we will see what is SWP or Systematic Withdrawal Plan, how SWP works, SWP plan is mutual funds, swp calculator in excel and and how you can use SWP excel calculator to beat inflation and for your retirement.
SWP is a way to invest in mutual funds to get monthly income. You invest a lump sum amount in mutual fund and based on SWP, you set a withdrawal amount every month to meet your monthly expenditures. SWP also helps you beat inflation with the help of 4% rule.
SWP for Monthly Income Blog:
https://fincalc-blog.in/swp-for-month...
Download SWP Calculator Excel:
https://fincalc-blog.in/swp-calculato...
SIP Calculator:
SIP Returns Excel Calculator| SIP vs ...
Best Mutual Funds:
Best Mutual Funds to Invest in 2022 |...
All Excel Calculators Playlist:
All EXCEL Calculators
Best Large Cap Mutual Funds:
Best Mutual Funds to Invest in 2022 [...
Telegram group:
https://t.me/fincalc_tv
CHAPTERS:
00:00 SWP Calculator with Inflation Intro
00:17 What is SWP Plan in mutual fund
01:01 How SWP beats Inflation using 4% Rule
02:12 SWP Calculation in Excel
03:51 Mutual Fund Units calculation
04:26 NAV calculation in mutual fund
05:53 Withdrawal calculation in SWP
08:07 SWP vs SIP returns comparison
10:44 SWP Returns or Profit
11:15 4% Rule Explained in SWP Excel Calculator
16:04 More Excel Videos
16:48 SWP Excel Calculator Conclusion
What is SWP Plan in Mutual Fund?
SWP full form is Systematic Investment Plan - is a way to invest lump sum amount in mutual fund and to withdraw from it systematically every month. This helps in making profits based on the mutual fund returns provided and also to meet monthly expenses using the withdrawal amount.
How SWP Works?
A Systematic Withdrawal Plan(SWP) works in an opposite way to Systematic Investment Plan(SIP). A Systematic Investment Plan(SIP) allows an investor to invest a fixed amount at pre-determined intervals and a Systematic Withdrawal Plan(SWP) is a facility which allows an investor to withdraw a fixed amount at pre-determined intervals. The investor can choose the amount, the frequency and the duration of the SWP according to his needs. Withdrawals through SWP are subject to Exit Load as applicable.
How SWP Calculator works in excel?
SWP calculator using excel will help us to know the lump sum amount we need to invest to get regular income on monthly basis based on the expected rate of return of best mutual fund we invest in. It also helps in knowing how 4% rule will work which helps us beat inflation and also for retirement planning.
What is 4% rule?
According to 4% rule, we should withdraw only 4% of our invested amount every year to beat inflation and to keep our original invested amount as it is - this beats inflation over longer run and also provides us with monthly income based on your withdrawal amount set in SWP. Watch full video to see how 4% rule calculation works.
What are the risks in SWP?
Like all other mutual fund investments, SWP also has similar risks of bad mutual fund not working and giving negative returns over short term.
How can a SWP calculator benefit you?
Retirees and senior citizens are among the most common investors in this scheme. Such individuals obviously require a fixed monthly financial input. An SWP can provide the same over and above the pension or even as an alternative.
#SWPCalculator #MutualFunds #SWPwithInflation #Excel #Calculator #FinCalCTV
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MORE VIDEOS:
SIP Excel Calculator: SIP Returns Excel Calculator| SIP vs ...
Income Tax Calculator: How To Calculate Income Tax FY 2021-2...
Loan EMI Calculator: Home Loan EMI Calculator Excel with P...
Loan EMI Prepayment Calculator: Home Loan EMI Prepayment | How to Sav...
ALL EXCEL CALCULATORS VIDEOS:
All EXCEL Calculators
============================
DISCLAIMER:
Examples and demo used are for Illustration purpose only and might not cover every detail of examples shown. It is advised to seek professional help before taking any financial decisions. The owner of this channel shall not be liable in any way.
I am not a SEBI registered adviser. All the information provided by me are for educational/informational purposes only. We do not take any responsibility for the accuracy of the data but as it may contain typographic or other errors and inaccuracies and we expressly disclaim liability for any errors on the website. We do not guarantee of continuity of any content on the website. We may at our own discretion change or remove or add contents.
In this video by FinCalC TV we will see what is SWP or Systematic Withdrawal Plan, how SWP works, SWP plan is mutual funds, swp calculator in excel and and how you can use SWP excel calculator to beat inflation and for your retirement.
SWP is a way to invest in mutual funds to get monthly income. You invest a lump sum amount in mutual fund and based on SWP, you set a withdrawal amount every month to meet your monthly expenditures. SWP also helps you beat inflation with the help of 4% rule.
SWP for Monthly Income Blog:
https://fincalc-blog.in/swp-for-month...
Download SWP Calculator Excel:
https://fincalc-blog.in/swp-calculato...
SIP Calculator:
SIP Returns Excel Calculator| SIP vs ...
Best Mutual Funds:
Best Mutual Funds to Invest in 2022 |...
All Excel Calculators Playlist:
All EXCEL Calculators
Best Large Cap Mutual Funds:
Best Mutual Funds to Invest in 2022 [...
Telegram group:
https://t.me/fincalc_tv
CHAPTERS:
00:00 SWP Calculator with Inflation Intro
00:17 What is SWP Plan in mutual fund
01:01 How SWP beats Inflation using 4% Rule
02:12 SWP Calculation in Excel
03:51 Mutual Fund Units calculation
04:26 NAV calculation in mutual fund
05:53 Withdrawal calculation in SWP
08:07 SWP vs SIP returns comparison
10:44 SWP Returns or Profit
11:15 4% Rule Explained in SWP Excel Calculator
16:04 More Excel Videos
16:48 SWP Excel Calculator Conclusion
What is SWP Plan in Mutual Fund?
SWP full form is Systematic Investment Plan - is a way to invest lump sum amount in mutual fund and to withdraw from it systematically every month. This helps in making profits based on the mutual fund returns provided and also to meet monthly expenses using the withdrawal amount.
How SWP Works?
A Systematic Withdrawal Plan(SWP) works in an opposite way to Systematic Investment Plan(SIP). A Systematic Investment Plan(SIP) allows an investor to invest a fixed amount at pre-determined intervals and a Systematic Withdrawal Plan(SWP) is a facility which allows an investor to withdraw a fixed amount at pre-determined intervals. The investor can choose the amount, the frequency and the duration of the SWP according to his needs. Withdrawals through SWP are subject to Exit Load as applicable.
How SWP Calculator works in excel?
SWP calculator using excel will help us to know the lump sum amount we need to invest to get regular income on monthly basis based on the expected rate of return of best mutual fund we invest in. It also helps in knowing how 4% rule will work which helps us beat inflation and also for retirement planning.
What is 4% rule?
According to 4% rule, we should withdraw only 4% of our invested amount every year to beat inflation and to keep our original invested amount as it is - this beats inflation over longer run and also provides us with monthly income based on your withdrawal amount set in SWP. Watch full video to see how 4% rule calculation works.
What are the risks in SWP?
Like all other mutual fund investments, SWP also has similar risks of bad mutual fund not working and giving negative returns over short term.
How can a SWP calculator benefit you?
Retirees and senior citizens are among the most common investors in this scheme. Such individuals obviously require a fixed monthly financial input. An SWP can provide the same over and above the pension or even as an alternative.
#SWPCalculator #MutualFunds #SWPwithInflation #Excel #Calculator #FinCalCTV
============================
LIKE | SHARE | COMMENT | SUBSCRIBE
Mujhe Social Media par FOLLOW kare:
Facebook : Facebook: fincalctv
Twitter : Twitter: FincalcTV
BLOG: https://fincalc-blog.in
Telegram: https://t.me/fincalc_tv
Instagram: Instagram: fincalc_tv
============================
MORE VIDEOS:
SIP Excel Calculator: SIP Returns Excel Calculator| SIP vs ...
Income Tax Calculator: How To Calculate Income Tax FY 2021-2...
Loan EMI Calculator: Home Loan EMI Calculator Excel with P...
Loan EMI Prepayment Calculator: Home Loan EMI Prepayment | How to Sav...
ALL EXCEL CALCULATORS VIDEOS:
All EXCEL Calculators
============================
DISCLAIMER:
Examples and demo used are for Illustration purpose only and might not cover every detail of examples shown. It is advised to seek professional help before taking any financial decisions. The owner of this channel shall not be liable in any way.
I am not a SEBI registered adviser. All the information provided by me are for educational/informational purposes only. We do not take any responsibility for the accuracy of the data but as it may contain typographic or other errors and inaccuracies and we expressly disclaim liability for any errors on the website. We do not guarantee of continuity of any content on the website. We may at our own discretion change or remove or add contents.
3 سال پیش
در تاریخ 1400/09/19 منتشر شده
است.
100,702
بـار بازدید شده