SIP Rebalancing

Queries on SIP rebalancing

What is SIP rebalancing?
There are two types of rebalancing on Goalwise - SIP rebalancing and portfolio rebalancing. SIP rebalancing helps you with updating the funds in your on...
Tue, 21 Jul, 2020 at 12:22 PM
What happens to my money when I do SIP rebalancing?
In short, nothing. SIP rebalancing is only for future SIP installments. It only changes the funds in which your future SIPs go and does not involve any chan...
Tue, 21 Jul, 2020 at 12:22 PM
Are there any charges or taxes involved in SIP rebalancing?
No, there are no charges or taxes involved in SIP rebalancing. SIP rebalancing simply helps you update the funds in your ongoing monthly SIP so that fresh i...
Tue, 21 Jul, 2020 at 12:24 PM
How long does it take to rebalance SIPs?
SIP rebalancing happens instantly. You just need to review the changes recommended and approve it, after which the system automatically updates the funds in...
Tue, 21 Jul, 2020 at 12:53 PM
Do you take my approval before rebalancing my SIPs?
Yes, we always do! We show you the changes in SIP that we recommend, and only after you have reviewed and approved it, is when we go ahead and rebalance the...
Tue, 21 Jul, 2020 at 12:57 PM
Why should I rebalance my SIPs?
Rebalancing has two benefits both of which increase your chances of achieving your goals: a) It moves your SIPs from old or non-recommended funds to our la...
Wed, 5 Aug, 2020 at 9:09 PM