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SWP Calculator

"Smart Withdrawals for a Secure Future."

SWP Calculator

Invested amount

Total withdrawals

Final value

It is an automatic redemption process, where investors can withdraw / redeem money at regular intervals. This mode is chosen by retirees to withdraw money from existing portfolio for their monthly needs. In this process, the capital amount also grows.

This calculator works like a lumpsum with an additional option of withdrawal. Investors can use this calculator to predict the capital gains for long term along with total withdrawal.

FV = P (1+r/n) ^ nt – W {((1+r/n) ^ nt) − 1} / (r/n)

where,

  • FV : Final amount after withdrawals
  • P   : Investment Amount
  • W : Withdrawal Amount
  • r   : Rate of Return
  • t   : Total Duration
  • n  : Number of times returns is being compounded in a year
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