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

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Manage episode 400514750 series 3516465
Content provided by Smart Investing by PGIM India Mutual Fund. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Smart Investing by PGIM India Mutual Fund or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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.
  continue reading

7 episodes

Artwork
iconShare
 
Manage episode 400514750 series 3516465
Content provided by Smart Investing by PGIM India Mutual Fund. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Smart Investing by PGIM India Mutual Fund or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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.
  continue reading

7 episodes

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