To visit the old Ventura website, click here.
Ventura Wealth Clients

Help topics

What is an SWP (Systematic Withdrawal Plan)?

An SWP (Systematic Withdrawal Plan) through Ventura is a facility for investors to receive a regular, fixed amount of money from their Mutual Fund investments at set intervals like monthly, quarterly, or annually. It allows you to create a predictable income stream from your investments by systematically selling a portion of your Mutual Fund units. This is a flexible tool for those who need regular cash flow, such as retirees, and helps them manage expenses without redeeming their entire investment at once.

For more detail, watch this video: https://youtu.be/bccosO43-30?si=ARa72kKao_P1g9ha

Related articles