Systematic Withdrawal Plan
Client details

On submission, these details along with the plan below are sent to the Aurivox team for evaluation. No transaction is initiated until we review and confirm with you.

Plan assumptions
Portfolio sleeves amounts in ₹ lakh · name each sleeve as you build the plan
Sleeve Amount (₹L) Return % Tax % Post-tax %
Total invested
₹0.00 Cr
Blended post-tax return
—
Rebalance annually to the starting sleeve weights. Off = let each sleeve run (equity's weight, and the effective return, drifts up over time).
Projection
Corpus (post-tax) Cumulative withdrawals

Year by year

YearMonthly withdrawalAnnual withdrawalWithdrawn to dateYear-end corpus
How this is calculated

Each sleeve compounds monthly at its post-tax rate, return × (1 − tax), converted to a monthly rate as (1+r)1/12−1. The investment year is credited only with the months actually elapsed after the investment date — no full-year growth on a part-year. Withdrawals begin on the stated date, step up by the annual rate from the step-up year, and are drawn pro-rata across sleeves. With annual rebalancing on, sleeves reset to their starting weights each December, so the blended post-tax return holds steady; with it off, faster-growing sleeves gain weight and the effective return drifts upward.