Systematic withdrawal structure

The Systematic Withdrawal feature is part of the Index Long-Term Strategy's Relax Plan. It allows investors, especially retirees, to have a steady income stream for regular expenses. To participate, investors must invest their entire exposure value and can start withdrawing from the second month. The withdrawal percentage is 0.5% of the exposure value each month. This feature is targeted at retirees who rely on their investments for consistent cash flow to meet their day-to-day expenses. The goal is to provide retirees with financial stability and peace of mind during their retirement years. Overall, the Systematic Withdrawal feature is a solution that combines long-term growth with consistent income for retirees. The Systematic Withdrawal feature within the Index Long-Term Strategy is an innovative approach designed to cater to the financial needs of investors seeking a steady income stream, particularly aimed at retirees with a focus on regular expenses. This withdrawal mechanism is specifically applicable within the framework of the Relax Plan, a distinctive facet of the Index Long-Term Strategy. Exclusive to Relax Plan The Systematic Withdrawal option is exclusively available within the Relax Plan, making it an integral component of this long-term investment strategy. The Relax Plan, in turn, demands a 100% commitment of the exposure value, ensuring a comprehensive and dedicated investment approach. 100% Investment of Exposure Value To participate in the Systematic Withdrawal feature, investors must allocate the entire exposure value. For example, if an investor opts for an exposure value of Rs. 1 crore, they are required to invest the entire sum of 1 crore into the Relax Plan. Withdrawal Commencing from the Second Month The Systematic Withdrawal option allows investors to initiate withdrawals from the second month onwards. This feature provides flexibility, enabling investors to start accessing returns early in the investment cycle. Withdrawal Percentage Investors opting for Systematic Withdrawal can withdraw 0.5% of the exposure value each month. Using the example above, an investor with a 1 crore exposure value can withdraw 50,000 per month from the second month onwards. Targeted at Retirees Systematic Withdrawal is strategically advisable for retired individuals who seek a reliable and regular income to meet their day-to-day expenses. This aligns with the financial needs of retirees who prioritize consistent cash flow for their ongoing lifestyle requirements. Meeting Regular Expenses The primary objective of the Systematic Withdrawal option is to facilitate a dependable income source for investors, particularly retirees, who rely on their investments to cover regular living expenses. This ensures that individuals in their post retirement phase can enjoy financial stability and peace of mind. In conclusion, the Systematic Withdrawal feature within the Relaxed Plan of the Index Long-Term Strategy represents a carefully crafted solution for investors looking to balance long-term growth with the need for consistent income. By combining the benefits of index-based strategies with a systematic withdrawal approach, this plan caters to the unique financial requirements of retirees, providing them with a reliable and structured income stream throughout their retirement years.