Performance post

In 2002, an investor puts Rs. 1 crore into a long-term index strategy. From 2003 onwards, they withdraw Rs. 6 lakhs annually. Each year, the remaining exposure value is calculated by subtracting the withdrawal from the initial exposure value. The exposure value growth is calculated by comparing it to the previous year. By 2022, the investor has withdrawn Rs. 1 crore and 20 lakhs, while the exposure value has grown to Rs. 21.14 crore. This demonstrates the potential for long-term growth in the strategy. The index strategy allows for regular income and capital appreciation, making it a balanced approach to financial planning. 2002, Initial Investment. The investor initially invests Rs. 1 crore in the index long-term strategy in the year 2002. 2003, Systematic Withdrawal Initiated. The investor begins the systematic withdrawal, withdrawing Rs. 6 lakhs annually from the investment. 2004 onward, Exposure Value and Systematic Withdrawal. The remaining exposure value is calculated by deducting the annual withdrawal from the initial exposure value. The exposure value growth is calculated as the percentage increase in the remaining exposure value compared to the previous year. This process continues for each subsequent year until 2022. 2022, Cumulative Systematic Withdrawal and Ending Exposure Value. By the year 2022, the investor has withdrawn a total of Rs. 1 crore and 20 lakhs through the systematic withdrawal. Simultaneously, the exposure value has grown to Rs. 21.14 crore, showcasing the long-term growth potential of the index long-term strategy. Conclusion The performance table illustrates the dual benefits of the index long-term strategy. Despite the annual systematic withdrawals for regular income, the remaining exposure value demonstrates substantial growth over the years. This combination allows investors to enjoy both a reliable income stream and long-term capital appreciation, making the strategy well-suited for those seeking a balanced approach to financial planning.