What is SWP | Systematic Withdrawal Plan | SWP Taxation | SWP Calculator | SWP for Monthly Income

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  • Опубліковано 11 вер 2024

КОМЕНТАРІ • 158

  • @InvesTechGurukul
    @InvesTechGurukul  2 роки тому +4

    Please Like & Subscribe Karna na bhoole..God Bless🙏🙏

  • @suvadeepdas6410
    @suvadeepdas6410 3 роки тому +3

    Ap chota youtuber nehi 2022 k ander apka 1 lakh subcriber ho jayega ✌️

  • @pritam5190
    @pritam5190 2 роки тому

    Apko subscription manga nehi...milna chahie San ke tarap se... your knowledge and presentation and content of video deserve it🙏🤝

  • @roamingdsk4803
    @roamingdsk4803 2 роки тому +2

    Very well explained positive side, think negative also.

  • @utkarshmishra4355
    @utkarshmishra4355 3 роки тому +3

    Thanks for your commendable job sir... What a precise effort.. LIKED SIR

  • @kztapadar7250
    @kztapadar7250 2 роки тому +1

    Sir I like the way you explain all the information in very easy manner..

  • @satinderbhalla7022
    @satinderbhalla7022 2 роки тому

    excellent & most lucid presentation I have ever seen .

  • @bipinparmar7118
    @bipinparmar7118 2 роки тому +2

    Very nicely explained. Keep up the good work. Wish you grand success in your endeavors.

  • @ENTERTAININGGAMECHANNEL
    @ENTERTAININGGAMECHANNEL 2 роки тому +2

    Good to see this informative video.. Keep it up

  • @tariq25khan
    @tariq25khan 2 роки тому

    After such a long time i got my answer
    Thank u ☺️

  • @divakaranvp6459
    @divakaranvp6459 2 роки тому +2

    Nice explanation on Taxation. Please explain how profit/loss is calculated on SWP.

    • @InvesTechGurukul
      @InvesTechGurukul  2 роки тому

      its there in excel sheet ..I didnt calculated anything but I have created a video with example - ua-cam.com/video/JxWv580YcGM/v-deo.html

  • @sumalsurendranath4727
    @sumalsurendranath4727 2 роки тому

    Your content is very accurate. Kudos for your untiring efforts.

  • @vermasirmathsacademy8907
    @vermasirmathsacademy8907 2 роки тому +1

    EXCELLENT EXPLANATION, KEEP IT UP. MAY GOD BLESS YOU GRAND SUCCESS IN YOUR LIFE 👌👍👍👍

  • @shekharmishra8363
    @shekharmishra8363 2 роки тому +1

    Marvellous, क्या बढिया ढंग से समझाया है आपने।कृपया यह और बताएं कि प्रॉफिट के ऊपर जो भी टैक्स लगेगा उसका mf की excel sheet पर अपने आप show नही होगा?

    • @InvesTechGurukul
      @InvesTechGurukul  2 роки тому

      sir report generate kijiie like this - ua-cam.com/video/PKJUcbXIJJI/v-deo.html

  • @Shivkumar-qp9wv
    @Shivkumar-qp9wv 2 роки тому +1

    Sir ur video so wonderful

  • @sukalyanhalder4068
    @sukalyanhalder4068 3 роки тому +1

    We always press like button bfor starting d vids. No worry.

  • @vipuljogani
    @vipuljogani 2 роки тому +1

    Best ever tex example video

  • @dnyandevkharad9499
    @dnyandevkharad9499 2 роки тому +1

    Very Good SIRji

  • @vipulkarde6973
    @vipulkarde6973 2 роки тому +1

    Very nicely presented 👏

  • @5966ramesh
    @5966ramesh 2 роки тому

    Thank you for the clarifications on taxation on SWP

  • @prafullabhingarde4527
    @prafullabhingarde4527 Рік тому

    Good Analysis👌

  • @indian1590
    @indian1590 3 роки тому +1

    very well explained sir, please continue with other videos

  • @livewelllivegood7724
    @livewelllivegood7724 3 роки тому +2

    Dhanyavaad bhai.... very very informative......bhai ek query hai....first year me aapne loss dikhya ....baad me aapne kaha ki for example...agar fifty thousand ka profit hua to 15% tax dena padega through ITR 2.....but sir profit agar 1 lakh ke oopar jayega tabhi to tax dena hai na....fifty thousand hua to tax kyon dena hai......

    • @utkarshmishra4355
      @utkarshmishra4355 3 роки тому +1

      Bhai sir ne bataya na ki 12 mahine ke andar withdraw karoge to STCG lagega and 12 month baad LTCG..

    • @livewelllivegood7724
      @livewelllivegood7724 3 роки тому

      @@utkarshmishra4355 Haan bhai woh to hai hi......stcg and ltcg tax ....but ye bhi to kaha ki principal amount pe agar ek lakh se oopar ka kamai hoga tabhi tax lagega na....mera yehi doubt hai

  • @vishalghodke6240
    @vishalghodke6240 3 роки тому +2

    Thanks for valuable guidance bro!!!!

  • @shivanshkandroo7441
    @shivanshkandroo7441 2 роки тому +1

    Brilliantly made video

  • @prashkd7684
    @prashkd7684 Рік тому

    You just earned a new subscriber.

  • @jeewansinghbisht6784
    @jeewansinghbisht6784 2 роки тому +1

    Bahut achhi jankari

  • @Bhujbal-mv3be
    @Bhujbal-mv3be 3 роки тому +1

    1st watcher of your video

  • @vipinyadav01
    @vipinyadav01 2 роки тому

    Nice EXPLAINATION of tax

  • @ashokpasrija4428
    @ashokpasrija4428 Рік тому

    Great work 👍👍

  • @RitwikAnand
    @RitwikAnand 3 роки тому

    Best best best.. What an clear explanation... Great great

  • @satishsawant7300
    @satishsawant7300 3 роки тому +1

    Excellent demonstration

  • @dhirajprasad2148
    @dhirajprasad2148 3 роки тому +1

    Very informative sir.. thank you 🙂

  • @becomeWiseSage01
    @becomeWiseSage01 2 роки тому +1

    very informative video.ur hard work is really appreciating. plz make a video on FIFO rule(first in first out)

  • @ashishanand5536
    @ashishanand5536 2 роки тому +1

    Thanks for the video

  • @bhanuprakash4570
    @bhanuprakash4570 2 роки тому +1

    Sir This is a very good video with detailed explanation. Can you pl. Explain how to calculate profit or loss. From the excel file you have shared I couldn't make out how to calculate. I am planning SWP

  • @suvendusekharpati7767
    @suvendusekharpati7767 3 роки тому +1

    Very well explained video. It would be more precise and understandable if the profit and loss calculation in each month would be shown in a proper manner. There is a confusion for me on how to get the profit for a particular month.

    • @InvesTechGurukul
      @InvesTechGurukul  3 роки тому

      Sir we have just downloaded the excel and all info were already present..and watch the profit/loss calculation in this video - ua-cam.com/video/JxWv580YcGM/v-deo.html

    • @bmnihaal
      @bmnihaal 2 роки тому

      in columns, only nav is given, had they given no. of units remaining, it wouldve been easy to understand

  • @bijaytanty8434
    @bijaytanty8434 2 роки тому +1

    Thanks

  • @harshitlohani8976
    @harshitlohani8976 2 роки тому +1

    Superb explanation. Is SWP available in Direct MFs? Which is the best way to invest and keep track of SWPs?

  • @JANGIRRAKESH-j3s
    @JANGIRRAKESH-j3s Рік тому

    Very good

  • @debmukherjee6369
    @debmukherjee6369 2 роки тому +1

    Awesome ppt

  • @venkateshtata3935
    @venkateshtata3935 2 роки тому

    Great informative video as new subscriber added. 👌

  • @srinathmakam9064
    @srinathmakam9064 3 місяці тому

    nice vedio

  • @VISHAL-dd1jz
    @VISHAL-dd1jz 7 місяців тому

    Existing mf pe swp convert karne ke baad swp transactions ko LTCG me kaise lena hai?
    Mtlb switch karne ke baad 1 sal tak chod na padega koi withdrawal nh?

  • @n12tesh
    @n12tesh 3 роки тому +1

    Very nice presentation

  • @biswanathpodder-ch8ll
    @biswanathpodder-ch8ll Рік тому

    Show the tax calculation of sip and SWP.

  • @sbkanjilal2085
    @sbkanjilal2085 2 роки тому +1

    Thanks boss !!! Carry on.......

  • @nishithmondal3851
    @nishithmondal3851 2 роки тому +1

    Good

  • @rajasekharlingam8392
    @rajasekharlingam8392 2 роки тому +1

    Good explanation

  • @Muzammil149
    @Muzammil149 2 роки тому

    Nice video
    No way to dislike

  • @dianesoulstar2112
    @dianesoulstar2112 8 місяців тому

    can you show how to file the tax of SWP earning in an ITR in a different video.

  • @harshadpatel4352
    @harshadpatel4352 3 роки тому +2

    Portfolio overlap dekhne k liye koi website he kya bhai?

    • @InvesTechGurukul
      @InvesTechGurukul  3 роки тому

      iss video me overlapping kaise sure kaha check karna hain bataya hain maine
      ua-cam.com/video/v9bXHxDpTsc/v-deo.html

  • @aadityakayapak7258
    @aadityakayapak7258 2 роки тому +1

    Good info ...

  • @vipinyadav01
    @vipinyadav01 2 роки тому

    Can you suggest some good funds for swp???

  • @MukeshYadav-yp2nk
    @MukeshYadav-yp2nk 2 роки тому +1

    Make more example video

  • @pravinjain9057
    @pravinjain9057 2 роки тому +1

    🙏🙏🙏

  • @abhitcs04
    @abhitcs04 3 роки тому +1

    Genius

  • @anitashreatha3068
    @anitashreatha3068 3 роки тому +1

    Thank u sir

  • @kapilsrivastava5686
    @kapilsrivastava5686 2 роки тому +1

    sir kya hm itr 2 k jagah itr 1 me hi income from other sources me nhi dekha sakte kya profit ko..

  • @ALPHAFF290
    @ALPHAFF290 2 роки тому

    Pls tell why nav is reducing every time in preceding months ,contrary to that it should increase as the stock market increases and economy is stable , otherwise it is understood that if we're received the fixed amount the remaining balance is less ,I think if nav increases then only our investment will increase 🙏🏼🙏🏼

  • @dhananjaikandari2808
    @dhananjaikandari2808 Рік тому

    Sir j swp m swp le raha hun h kya death k baad nominee k swp start ho jati hai kya j ya pura paisa nominee ko milte hai I confused pls 🙏🙏

  • @savitamishra9831
    @savitamishra9831 2 роки тому +1

    SWP में एक्जिट लोड क्या होता है?क्या वह भी कंपनी काटेगी?कितना काटेगी?

    • @InvesTechGurukul
      @InvesTechGurukul  2 роки тому

      jitna exit load bataya jayega uss fund ka ussi hisab se exit load lagega..isliye fayada issi me ha ki exit load ke period ke baad SWP activte kare

  • @surajitpaul9448
    @surajitpaul9448 2 роки тому +1

    Can I stop SWP anytime? Charge Kitna katta hy, mature se pehele capital Pura withdraw kar lu too

    • @InvesTechGurukul
      @InvesTechGurukul  2 роки тому +1

      ha sir aap stop karke withdraw kar sakte ha but be sure to cross check this facility is active (I mean your AMC provides u this facility or not) for your fund/AMC or not

    • @surajitpaul9448
      @surajitpaul9448 2 роки тому

      @@InvesTechGurukul thanks for information sir.

  • @guptarajnish2009
    @guptarajnish2009 9 місяців тому

    Hi Sir, I am 43. I want to SIP for min 15-20yrs to get min Rs 1 Lakh monthly SWP till the age of 80. Pls guide how much I should invest monthly? Pls consider inflation also & withdrawal could be increased by 10% PA approx

  • @k.p.chaudhary2104
    @k.p.chaudhary2104 2 роки тому

    I am your subscribe er.

  • @govindpadavi5398
    @govindpadavi5398 2 роки тому +1

    👍🏻👍🏻👍🏻

  • @rakeshvij2504
    @rakeshvij2504 3 роки тому +2

    Good information sir

  • @ALPHAFF290
    @ALPHAFF290 2 роки тому

    In the example it is seen first 12 months as ppl opt for withdrawal, the nav is reducing , which means that fund managers manipulate it is not right , we are withdrawing money from our own investment , and after 12 months it is always increasing in chronological order how come it is possible, it means company fund managers earn hefty amount in first years only , rather it should be random like 61, 59, 54, 60 63 56 in all months whether it is first 12 or second years 12 or 3years 12 months

  • @animeshchakraborty2371
    @animeshchakraborty2371 2 роки тому +1

    My uncle does not have pension. He has not done any SIP. He has some savings and FDs. How can he invest in swp? Please suggest good swp provider. Regards.

    • @InvesTechGurukul
      @InvesTechGurukul  2 роки тому

      Almost all Mutual fund provide SWP like SIP..and my Fav funds are --> ua-cam.com/video/w_7lkNZ0Z7M/v-deo.html

  • @sudhirgodse853
    @sudhirgodse853 Рік тому

    On ₹ 2 lac investment what amount I can withdraw monthly by swp pl explain in yr next video sir tks

  • @sudhirgodse853
    @sudhirgodse853 Рік тому

    Whether swp amount is 1 lac 2 lac what amount I can withdraw monthly pl cnfm

  • @shailendrasingh631
    @shailendrasingh631 3 роки тому +1

    can you give the exel formula for calculating swp profit afer tax ,like you showed in the video,thanks,or how to make this exel doc

    • @InvesTechGurukul
      @InvesTechGurukul  3 роки тому +1

      as told in video - i just downloaded the excel, no formula

  • @bharatbhushangoswami3149
    @bharatbhushangoswami3149 2 роки тому

    Sir, यदि कोई swp नहीं करे और लंबे समय के बाद एकमुश्त पैसा निकाले तो टैक्स की गणना कैसे होगी।

  • @stayhealthy9125
    @stayhealthy9125 2 роки тому

    15% guaranteed hai kya? 10 saal baad bhi negative return aata haj

  • @ankitkoli244
    @ankitkoli244 2 роки тому +1

    How to calculate profit....

    • @InvesTechGurukul
      @InvesTechGurukul  2 роки тому

      pls watch this - ua-cam.com/video/PKJUcbXIJJI/v-deo.html
      or manually u can do this - ua-cam.com/video/JxWv580YcGM/v-deo.html

  • @drsatyendrapgupta5212
    @drsatyendrapgupta5212 2 роки тому

    Kindly explain how you have calculated Profit in the table. It is not clear to me. Thank you

  • @vivekgaiki6027
    @vivekgaiki6027 2 роки тому +1

    SWP मे muldhan कम होते जाता है.

  • @rafiahmed2092
    @rafiahmed2092 3 роки тому +1

    Subscribed, will support ❤

  • @dineshkumawat9284
    @dineshkumawat9284 2 роки тому

    आज के समय मे स w प के लिए कौनसा फंड सही रहेगा ये तो बताइए

  • @sawanji612
    @sawanji612 2 роки тому +1

    Sir sare mutual fund ko ek jagah kaise dekhe. Kahne ka matlab h agr 4-5 AMC ka mf hai to usko ek jagah kis apps me dekhe jo safe b ho aur aasan bhi.

  • @swapankumarmandal2779
    @swapankumarmandal2779 Рік тому

    How to calculate LTCG tax on SWP?

  • @user-de6cs9yq2r
    @user-de6cs9yq2r 2 роки тому +1

    Sir AMC Website kayse open karu.

    • @InvesTechGurukul
      @InvesTechGurukul  2 роки тому

      aise kare sir - ua-cam.com/video/UtdX-mtiDo8/v-deo.html

  • @wealthcraft99
    @wealthcraft99 2 роки тому

    How did you calculate the monthly loss?

  • @santosh107115
    @santosh107115 Рік тому

    Kon sa aap lena hai investment ke liye ?

  • @rajibbhakat8721
    @rajibbhakat8721 3 роки тому +1

    I liked the video

  • @visvia1887
    @visvia1887 2 роки тому +1

    At present I invest 300000rs. When I withdraw start and how much amount and period ?

    • @InvesTechGurukul
      @InvesTechGurukul  2 роки тому

      better start after 12 months so that u can escape STCG tax..amount and period please use calculator

    • @sjnsns7544
      @sjnsns7544 2 роки тому

      We can give you 9% returns

  • @Raghav-ov6qz
    @Raghav-ov6qz 2 роки тому

    Option nahi hai grow app me ??
    Only sip and lumsum
    How to start SWP

  • @stayhealthy9125
    @stayhealthy9125 2 роки тому

    So much burden.... Ye kon calculate karega ki kitna loss hua, kitna profits, aur kitna tax dena hai... Kya itr bharte time 26as mein show karega ye sab

  • @ritikmanta0028
    @ritikmanta0028 Місяць тому +1

    Inflation or experience ratio be calculate kro jra 😂😂

  • @infideaglobal7557
    @infideaglobal7557 2 роки тому

    LTCG will be applied after 24 months and not 12 months. Pls chk

    • @InvesTechGurukul
      @InvesTechGurukul  2 роки тому

      No..LTCG on Equity is after 12 months..pls cross check

  • @harishnebhwani
    @harishnebhwani 2 роки тому +1

    Dear, Good Job , I want to know , you have any financial planning service , Kindly Reply .(Harish Kumar Nebhwani ) Sultanate Of Oman

  • @shivamrathorsuper4905
    @shivamrathorsuper4905 3 роки тому +1

    Yah Sar Groww app par ho jata hai

  • @balaji9412
    @balaji9412 2 роки тому +1

    Why you have taken upto 2019?

    • @InvesTechGurukul
      @InvesTechGurukul  2 роки тому +1

      The SBI SWP Calculator has a limit to calculate upto 72 Months only..you can also check it on the website

  • @Moca8610
    @Moca8610 4 місяці тому +1

    You have to start swp within 120 days, so why are you adviding investors not to withdraw swp amount of Rs25000 during the first 13 months?

    • @EssenceOfLife108
      @EssenceOfLife108 4 місяці тому

      Usually after 1 year ...bcoz money need to grow.

    • @Moca8610
      @Moca8610 4 місяці тому

      @@EssenceOfLife108 incorrect....while filling up swp form there it is clearly written that the investor needs to withdraw within 120 days....otherwise what is the use of swp returns? Your vide is on swp and you are giving advise fir lump sum investment.....

  • @bhanuprakash4570
    @bhanuprakash4570 2 роки тому +1

    Sir This is a very good video with detailed explanation. Can you pl. Explain how to calculate profit or loss. From the excel file you have shared I couldn't make out how to calculate. I am planning SWP

    • @InvesTechGurukul
      @InvesTechGurukul  2 роки тому

      I just downloaded the file..it was already there

    • @shekharmishra8363
      @shekharmishra8363 2 роки тому

      Super video.Everything you explained in easy language by chart and table.Tell me if whose company may I start a SWP?

  • @dnyandevkharad9499
    @dnyandevkharad9499 Рік тому

    Very good