Bandhan SWP – A Family solutions initiative by SBI Mutual Fund
Making a difference for those who matters the most for us
Bandhan SWP is a Systematic Withdrawal Plan (SWP) facility which allows you to withdraw a fixed amount regularly
from your existing investments in eligible open-ended mutual fund schemes. The amount can be directly credited to
the bank account of your spouse, parents, children or siblings, thus allowing you to give financial support to your
loved ones in a seamless and hassle-free way.
What is Bandhan SWP
Bandhan SWP is a Systematic Withdrawn Plan that gives Regular payouts to your loved ones from your mutual fund investments.
The beneficiary of this plan can be any one of the following:- Spouse, Parents ,Children or Siblings ( 15 Years or above). The beneficiary can not be an NRI.
How Bandhan SWP works
Choose Scheme:- Investor chooses investment scheme under growth option. Scheme could be either open ended Equity oriented or open ended debt oriented scheme of SBI mutual fund. Aggressive investor can choose any open ended equity oriented scheme from which bandhan SWP can be initiated for long duration and investor can embrace regular payout to your loved ones and capital appreciation too.
Initiate Bandhan SWP:- Bandhan SWP enrollment is done by specifying Beneficiary details, withdrawal amount & duration details. All the necessary documents of beneficiary like Proof of Address, Proof of Identity, Relationship Proof and Bank Account Proofs is submitted at the time of enrollment.
Download detailed presentation SBI Mutual fund Bandhan SWP Presentation
No Transaction Charges on any Investment Amount.
Application Form can be downloaded via Application Form Bandhan SWP SBI Mutual Fund
Cheque will be drawn in favor of Scheme name.
You Can Also INVEST ONLINE
To Download KYC Forms Click Here
Application Forms can be sent at Your nearest CAMS Location
For More Information Call 9315120004, 9896155783, You can also whatsapp your query @ 9896155783.