Portfolio Rebalancing

Queries on portfolio rebalancing

What is portfolio rebalancing?
Portfolio rebalancing means making changes in your existing funds/asset allocation so that it matches the recommended funds/asset allocation as per your goa...
Thu, 11 Feb, 2021 at 5:00 PM
What is the process of portfolio rebalancing?
You can initiate the rebalancing of your goals in just a few clicks. We've explained all the steps in detail here, and we've also added relevant F...
Wed, 9 Dec, 2020 at 11:27 AM
Why should I rebalance the money in my goals?
Portfolio rebalancing has two benefits both of which increase your chances of achieving your goals: a) It moves your money from old or non-recommended fund...
Thu, 11 Feb, 2021 at 5:01 PM
What are the charges for rebalancing?
Niyo Money does not charge anything for this. In fact, we bear the transaction charges for this ourselves. Also since we will be rebalancing only exit-load...
Thu, 11 Feb, 2021 at 5:01 PM
What is the difference between SIP and portfolio rebalancing?
There are two types of rebalancing on Niyo Money- SIP rebalancing and Portfolio rebalancing. SIP rebalancing helps you with updating the funds in your o...
Wed, 9 Dec, 2020 at 11:37 AM
Should I do portfolio rebalancing even if my portfolio is in losses?
Yes, it is advisable to rebalance your portfolio even by selling at a loss. (Note however that we advise rebalancing only the exit load free part of the por...
Thu, 11 Feb, 2021 at 5:02 PM
Why is NACH (auto-debit) mandatory for portfolio rebalancing?
NACH enables us to re-invest the money (after it is redeemed into your bank account) into the recommended Mutual Funds automatically. Without NACH, we would...
Wed, 9 Dec, 2020 at 11:45 AM
How can I get my NACH limit increased?
You may not have been able to proceed with portfolio rebalancing because your NACH limit was not sufficient. This can happen if there are reinvestment trans...
Wed, 9 Dec, 2020 at 11:23 AM
Where can I see the current status of my rebalancing transactions?
You can click on the top left menu > click on the option “Rebalance” > Click on “Rebalance Portfolio”. The screen will show you if you have any rebala...
Wed, 9 Dec, 2020 at 11:22 AM
When will the reinvestment take place?
You will be able to check this on the rebalancing page. You can follow the steps mentioned below: Click on the top left menu > Click on “Rebalance” &...
Wed, 9 Dec, 2020 at 11:53 AM