STP is a convenient tool for transferring a fixed amount at regular intervals from one fund to another, helping you maximize your investments.
Important Note
Mutual Fund Investments are subject to market risks. Please consult with a financial advisor before making investment decisions.
A Systematic Withdrawal Plan (SWP) allows investors to withdraw a fixed amount at regular intervals, providing a steady income stream.
How SWP Works:
Benefits of SWP:
In Summary:
SWP is a valuable facility for investors seeking regular income or wanting to create cash as they approach their financial goals, while mitigating emotional decision-making. However, it's crucial to understand the associated market risks and carefully review scheme documents before investing.
Important Notes:
Remember, SIP is a powerful investment tool that can help you achieve your financial goals with discipline and patience!
Note for ELSS SIP / STP :- Your SIP investment in ELSS, i.e. Tax saver fund, that your SIP investment in ELSS Tax saver fund is a 3 year lock-in from the date of investment of each installment, it means you can withdraw your money after completion of 3 years from the date of each & every SIP installment. It applies FIFO method i.e. first in first out.
We are an AMFI registered Mutual Fund Distribution company founded in 2007. We specialise in Mutual Fund Distribution
OM Sai Finvest Distributors LLP. is an AMFI Registered Mutual Fund Distributor.
Disclaimer: Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.
Your SIP investment in ELSS, i.e. Tax saver fund, I would like to explain that your SIP investment in ELSS Tax saver fund is a 3 year lock-in from the date of investment of each installment, it means you can withdraw your money after completion of 3 years for each & every installment. It applies FIFO method i.e. first in first out.
OM Sai Finvest Distributors LLP. makes no warranties or representations, express or implied, on products offered through the platform of OM Sai Finvest Distributors LLP.. It accepts no liability for any damages or losses, however, caused, in connection with the use of, or on the reliance of its product or related services. Terms and conditions of the website are applicable. Investments in Securities markets are subject to market risks, read all the related documents carefully before investing.
The information set out above is included for general information purposes only and does not constitute legal or tax advice. In view of the individual nature of the tax consequences, each investor is advised to consult his or her own tax consultant with respect to specific tax implications arising out of their participation in the Scheme. Income Tax benefits to the mutual fund & to the unit holder is in accordance with the prevailing tax laws. Any action taken by you on the basis of the information contained herein is your responsibility alone. Omsai Finvest Distributors LLP Mutual Fund will not be liable in any manner for the consequences of such action taken by you.
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