Niyo Money Help Centre

We ideally recommend rebalancing twice a year. We update our fund recommendations at the beginning of every year where we take the latest Mutual Fund data i...

Funds that are only being tracked externally cannot be rebalanced. Portfolio rebalancing means making changes in your existing funds/asset allocation so tha...

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...

Yes, custom funds can also be rebalanced, but our rebalancing recommendations are based on our strategy. You may have your own strategy for choosing certai...

No, it’s not possible to make any changes to portfolio rebalancing recommendations that you see. You may have your own strategy for choosing certain fun...

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...

If your goal is eligible for rebalancing but any particular folios are not being considered, it may be because of either of the following reasons; 1. Yo...

Portfolio rebalancing is a 3 step process that can take some time: Step 1: Switch -  A switch transaction involves redeeming from one fund and reinvesti...

No, once you have reviewed and approved the rebalancing transactions, it will not be possible to make changes to the switch, redemption, or reinvestment tra...

When you’re on the portfolio rebalancing page to review and approve the transactions, you see amounts that are based on the latest available NAV at the time...