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Want a phased entry into the Equity markets rather than putting
in all your money at one tranch? Want to book profits from your
equity holdings and want your profits to continue earning for
you ?
Try our Systematic Transfer Plan (STP). Our Systematic Transfer
Plan (SWP) caters to your above needs.
Through our STP you can choose to switch your investments from
one Kotak Mutual scheme to another at a predefined frequency
by giving a one-time instruction to us. You also have a choice
between switching a fixed sum or only the appreciation on your
investments.
This facility caters to two segments of investor needs :
1) Investors wanting to time their exposure in the equity markets
over a period of time instead of a point in time. Such investors
can invest in our Debt Schemes and choose a periodic transfer
of investments into our equity schemes.
2) Investors who are already invested in equity wanting to book
profits regularly and allowing the profits to earn returns in
any of our Debt schemes.
You can choose to transfer either a fixed sum every defined
period or only the appreciation on your investments over that
period from one scheme to another. The later is helpful, where
you do not want the transfer to disturb your capital contribution.
Ideally STP should be opted from the growth options of our schemes.
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