1 year, 5 months ago

Wealth management under a new lens: Transitioning beyond SIPs

The stages in life are distinct – accumulation and de-accumulation – as are the investment decisions related to each stage. It is traditional for the novice/intermediate investor to turn towards SIP for accumulating wealth and set aside legacy fund at the end of wealth creation journey given SIPs' well known benefits. We can see how it helps set up withdrawal as per the investors expenses and conclude with legacy funds as capital appreciates despite market downturns such as pandemic. Withdrawal Plan The Systematic Withdrawal Plan Approach: Aim to safeguard your financial future Discover an approach to securing your financial future through the Systematic Withdrawal Plan - a dynamic strategy that offers sustainable wealth management pathways. Elevate your financial strategy with the SWP approach, a sophisticated method that harmonises regular income, efficient wealth management, and intelligent investment decisions.

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