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About & methodology

SWP preset

SWP Calculator for ₹50,000 Monthly Withdrawal

If you need ₹50,000 per month from your investments, this preset shows how a mid-sized corpus behaves when withdrawals rise each year. It is meant for retirees balancing equity and debt exposure.

Assumptions used

  • Annual compounding with monthly withdrawals before growth
  • Constant expected returns (pre-tax) for planning
  • Optional inflation adjustment at 6% by default
  • No taxes, exit loads, or fees included unless stated
  • Withdrawals taken monthly before growth is applied
  • Returns assumed constant at 8% p.a., compounded monthly
  • Annual withdrawal step-up applied once per year

Model withdrawals with this preset

Values are prefilled for this scenario. Adjust return, payout step-up, or timeline to see how sustainability shifts. Reality check keeps an inflation-adjusted line visible.

SWP / Retirement

Plan monthly withdrawals from your corpus

Model a monthly payout, optional yearly increase, and see how long your corpus lasts - plus today’s value.

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Corpus & payout

SWP controls
Corpus amount
Total investible corpus

Corpus amount

Total investible corpus

Monthly withdrawal
Monthly payout to you

Monthly withdrawal

Monthly payout to you

Annual payout increase
Optional yearly bump
%

Returns & duration

Expected annual return
Post-tax, post-fee expectation
%
Plan duration
How long to model
yrs
Reality check

Uses 6.0% inflation for today’s value.

%

Outcome

₹96,44,319 withdrawn

20 yrs at 8.0% p.a. • Step-up 6.0% • Corpus remaining ₹0

Today’s value withdrawn: ₹29,13,512 (29.1 L)

Exhaustion: 11.6 yrs

Corpus remaining

₹0 (0)

Today’s corpus

₹0 (0)

Total withdrawn

₹96,44,319 (96.4 L)

Today’s withdrawn

₹29,13,512 (29.1 L)

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How to read & safety notes

How to read this

  • Corpus grows monthly; we deduct your payout then grow the remainder.
  • Withdrawal increases once a year by the step-up you choose.
  • Today’s value uses your inflation assumption for realistic payouts.
  • If corpus hits zero, we note the month of exhaustion.

How to read the result

A ₹50k payout can pressure smaller corpuses when returns dip. Check the Today’s value line to see if the payout still meets expenses after inflation.

If expenses track higher inflation, consider reducing the annual payout increase or targeting a larger starting corpus.

This calculator provides estimates for planning purposes only.

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