What is rebalancing and why is it important?

What is rebalancing and why is it important?


Rebalancing is the process of periodically reviewing Equity Basket by their creators. It ensures that the Equity Basket continues to reflect the original idea. Your clients should review and apply the update as they receive them.
 

 

Please Note:

·         If your client skips or customizes the update, their Equity Basket may no longer follow the original idea and may thereby impact your returns.

·         Your SIP (if active) will also be updated