Ep 004 - 5 smart ways to use Systematic Transfer Plan & Systematic Withdrawal Plan

Episode 4,   Feb 12, 06:28 AM

Systematic Transfer Plan (STP) and Systematic Withdrawal Plan (SWP) are tools offered by mutual funds that provide great convenience and flexibility to cater to investor’s different financial goals. In this podcast, personal finance expert Lisa Pallavi Barbora and Ravi Samalad talk about how these facilities work and how investors take make efficient use of them.  

Log on to https://moneyandme.pgimindiamf.com/ to get curated content on personal finance that is in sync with your life stage. All Mutual Fund investors have to go through a one-time KYC (Know Your Customer) process. Investors should deal only with Registered Mutual Funds. For more info on KYC, RMF & procedure to lodge/redress complaints, visit pgimindiamf.com/IEID.

This is an investor education and awareness initiative by PGIM India Mutual Fund. Mutual Fund investments are subject to market risks, read all scheme-related documents carefully.