Mutual Fund Investment
SWP, STP & New Fund Offers (NFO)
Systematic cash withdrawals, phased rebalancing, and thematic new funds.
Overview & Product Scope
SWP provides tax-efficient monthly pension from your mutual fund corpus, STP enables phased transfer from debt to equity, and NFOs grant early access to innovative theme funds.
Key Highlights & Advantages
Tax-friendly pension via SWP
Automated rebalancing
NFO early participation
Features & Advisory Benefits
Systematic Withdrawal Plan (SWP): Tax-optimized regular monthly cash flow
Systematic Transfer Plan (STP): Staggered rupee-cost averaging from lump sums
New Fund Offers (NFO): Participate in emerging economic sectors & themes
Who Is This Solution Designed For?
Retirees needing monthly incomeLarge lump-sum deployers
Why Choose Keshav Finserv for SWP, STP & New Fund Offers (NFO)?
- 100% Unbiased Multi-Institution Comparison: We compare 20+ insurers and lending institutions to get you the lowest rates and best terms.
- Dedicated Surat Presence & Concierge: Physical offices in Ring Road & Vesu for face-to-face consultation and rapid paperwork handling.
- End-to-End Claim & Disbursal Support: We stand by you during claim settlements or bank disbursement processes without leaving you stranded.
Advisory Concierge
Ready to apply or get quotes?
Our certified Surat advisors provide free 30-minute discovery consultations.
📍 Surat Advisory Hub
304-306, Silver Trade Center, Ring Road, Surat
Mon - Sat: 9:30 AM to 7:00 PM