PLANNING YOUR EXIT STRATEGY IN MUTUAL FUNDS

Learn More

WHY PLAN EXIT?

Starting is easy, but exiting your mutual fund needs a plan.

Learn More

GOAL CHECK

Link your exit to a goal whether its education, retirement or purchase.

Learn More

KNOW YOUR FUND

Different mutual funds need different exit timelines.

Learn More

STAGGER IT

Redeem in phases instead of all at once to manage risk.

Learn More

CONSIDER SWP

A Systematic Withdrawal Plan gives you a potential regular cash flow.

Learn More

CHECK TAXES

Exits have tax implications, plan your timing wisely.

Learn More

THINK BEYOND RETURNS

Like you plan your entry, it helps to think through your exit from mutual funds too.

Learn More