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, 25 Jun, 2020 at 11:12 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...
Tue, 21 Jul, 2020 at 1:29 PM
What is the process of portfolio rebalancing?
You can initiate rebalancing of your goals in just a few clicks. When you click 'Rebalance' (in the left menu of your Goalwise account) > &...
Wed, 17 Jun, 2020 at 1:39 PM
What are the charges for rebalancing?
Goalwise 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 f...
Tue, 21 Jul, 2020 at 1:38 PM
What is the difference between SIP and portfolio 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...
Wed, 17 Jun, 2020 at 1:48 PM
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...
Tue, 21 Jul, 2020 at 1:51 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...
Mon, 22 Jun, 2020 at 5:04 PM
Why are my goals not eligible for portfolio rebalancing?
If your goals are not eligible for portfolio rebalancing yet, it can be because of any of the reasons mentioned below: You don’t have any old or non-r...
Tue, 21 Jul, 2020 at 4:35 PM
Can funds under external tracking be rebalanced?
Funds that are only being tracked externally cannot be rebalanced. Portfolio rebalancing means making changes in your existing funds/asset allocation so tha...
Tue, 21 Jul, 2020 at 4:33 PM
Are the external funds that I have moved to goals eligible for portfolio rebalancing?
Yes, the funds that have been moved to any goals can be eligible for portfolio rebalancing. You can follow these simple steps to initiate rebalancing. C...
Tue, 21 Jul, 2020 at 4:38 PM