Build a retirement-focused mutual fund portfolio with W7 Wealth, and structure a Systematic Withdrawal Plan for regular post-retirement income.
Retirement investing has two distinct phases: accumulating a corpus while you earn, and drawing it down steadily once you stop. W7 Wealth helps with both — a long-term, largely equity-oriented mix during your working years, gradually shifting towards debt as retirement nears, and a Systematic Withdrawal Plan (SWP) structure once you need regular income from your corpus.
Accumulation while you earn, followed by a structured, tax-efficient drawdown once you retire.
The equity-debt mix is gradually rebalanced as retirement approaches, to manage volatility near the goal date.
A Systematic Withdrawal Plan can be structured to pay out a regular amount from your corpus each month.
We help estimate a retirement corpus target based on your current age, expenses and desired retirement age.
A mix of equity and debt mutual funds is shortlisted, matched to your years left to retirement.
As retirement nears, the mix is reviewed and gradually rebalanced towards more stable options.
We help structure a Systematic Withdrawal Plan to convert your corpus into a regular monthly payout.
Share a few details and our team will get in touch to understand your goal and suggest suitable next steps.
