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SWP Calculator

SWP Calculator

Plan systematic withdrawals from your investments

10,0001,00,00,00,000
10050,00,000

Current withdrawal rate: 12.00%

0.5200
0.5400
0.3120

Set to 0 for fixed amount, or match inflation rate for constant purchasing power

💡 SWP Strategy Tips

  • • Safe withdrawal rate: 4-6% annually
  • • Consider inflation impact on purchasing power
  • • Maintain emergency corpus separate from SWP
  • • Review and adjust withdrawal amount periodically

SWP Analysis Results

Total Withdrawals:₹0
Remaining Corpus:₹0
Sustainability:20+ years

Safe Withdrawal Rate:0%
Current Rate:12.00%

Withdrawal Rate Analysis

Analysis based on 20-year period. Green indicates sustainable for full period.

Inflation Impact on Purchasing Power

Inflation10 Years20 YearsPower Loss

Shows real value of ₹10,000 in future years

Portfolio Return Scenarios

SWP Strategy & Best Practices

Withdrawal Guidelines

  • • 4% Rule: Withdraw 4% annually for 30+ years sustainability
  • • Adjust for inflation to maintain purchasing power
  • • Lower withdrawal rates in volatile markets
  • • Consider sequence of returns risk
  • • Maintain 6-12 months emergency fund separately

Portfolio Management

  • • Diversify across equity and debt funds
  • • Rebalance portfolio annually
  • • Consider bucket strategy for different time horizons
  • • Review and adjust withdrawal amount yearly
  • • Plan for healthcare and unexpected expenses