n NISM Certifications
X NISM Series X
Medium

To generate a fixed periodic income from mutual fund investments during retirement, which strategy is suitable?

Practice question from NISM Series XB- Investment Adviser (Level 2) Mock Test 6 — bank. The correct answer is highlighted below with a full explanation.

Options

  1. A

    Monthly Income Plan

  2. B

    Dividend Option

  3. Systematic Withdrawal Plan

    Correct answer

  4. D

    Systematic Transfer Plan

Why this is the answer

SWP allows investors to withdraw a pre-decided amount regularly, providing predictable income during retirement.

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