Systematic Withdrawal Plan

Client details
Plan assumptions
Portfolio sleeves amounts in ₹ lakh
SleeveAmount (₹L)Return %Tax %Post-tax
Total invested Blended post-tax

Tradable bond stays locked for 39 months and is taxed on its gain only at maturity, at the rate you set for it; every other sleeve is taxed annually at its entered rate. Others is a spare, fully-custom row. Leave a sleeve's amount blank to omit it.

Ready to plan.
Enter the plan assumptions and portfolio sleeves to see the projection.
Corpus when withdrawals begin
Year-1 withdrawal (annual)
Corpus at end of horizon
Corpus vs cumulative withdrawals
Corpus (post-tax) Cumulative withdrawals
Year-by-year
YearAnnual withdrawalWithdrawn to dateYear-end corpus