Background
Recently Retired Couple
Received Gratuity, PFs & Other Benefits
Not Using Money Immediately
Observations
- The couple didn’t wish to use this money immediately and needed it only after 4 years.
- They wanted to invest up to Rs. 30 lakhs for the time duration and make the money grow.
Results
Investment rose over Rs. 25 lakhs.
The total value of their investment rose to Rs.25.54 lakhs at the end of the 3rd year.
Systematic withdrawal of a fixed sum.
After 4 years, the couple will receive Rs.19,000 every month as part of their SWP.
Total Investment Value Rose To 33.24 Lakhs.
The couple withdrew Rs. 22.80 lakhs by the end of the 14th year, while their total investment value rose to Rs.33.24 lakhs.
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