Portfolio Rebalancing
Queries on 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...
Mon, 6 Jun, 2022 at 10:33 AM
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 FAQ...
Mon, 6 Jun, 2022 at 10:29 AM
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
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
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
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
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
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
Follow these simple steps: Home page → Menu (bottom right) > Mutual Funds > Rebalance Investments > Rebalance Portfolio. The screen will show...
Thu, 8 Apr, 2021 at 9:03 PM
You will be able to check this on the rebalancing page. You can follow the steps mentioned below: Home page → Menu (bottom right) > Mutual Funds >...
Thu, 8 Apr, 2021 at 9:03 PM