Market movements change your asset allocation. Our systematic rebalancing keeps your portfolio aligned with your goals and risk profile.
Market movements constantly change your asset allocation, affecting risk and returns
Studies show that systematic rebalancing can add 0.5-2% extra annual returns while reducing portfolio risk.
Once invested, never reviewed or rebalanced for years
Afraid to book profits from best performing investments
Ad-hoc changes based on market news and emotions
Rebalancing without considering capital gains tax impact
Our systematic approach ensures optimal risk-return balance through disciplined rebalancing.
Systematic 6-step process to maintain optimal portfolio allocation
Quarterly review of current vs target allocation across all investments
Identify asset classes that have deviated beyond threshold limits
Design tax-efficient approach to restore target allocation
Minimize tax impact through smart fund switches and SIP adjustments
Implement rebalancing through systematic transactions
Track performance and prepare next review cycle
Multiple approaches to suit different portfolio sizes and tax situations
Use monthly SIPs and new investments to restore balance without selling
Strategic fund switches within same AMC to minimize exit loads and taxes
Combination of new money and strategic switches for optimal results
Systematic profit booking and buying at lower levels adds 1-2% annual returns
Maintain consistent risk profile aligned with your goals and age
Minimize tax impact through smart rebalancing strategies and timing
Real data from our client portfolios over 10 years
On a ₹50L portfolio, this means ₹80,000 extra wealth every year!
*Based on our client portfolios over 10 years (2014-2024)
Get a comprehensive portfolio analysis and personalized rebalancing strategy. Start earning 1-2% extra returns annually.
💡 Free Analysis Includes: Current allocation review, drift assessment, rebalancing recommendations