Will I be charged for the rebalancing of Vests?

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• How does Vest rebalancing work?

  When there is a rebalance event, you will receive a notification that a rebalance is needed. You can choose to ignore or accept this notification. If you accept, you will be taken to the transaction confirmation page on the website or app where you ...

• How often do Vests get rebalanced?

  There is no preset frequency for Vest rebalancing. All of the portfolios are actively monitored to ensure they don’t deviate from the original investment theme they are designed for and that there are no material negative changes in the fundamental ...

• Is it possible to sell individual stocks from Vests?

  Yes, you can sell individual stocks from Vests. However, the performance chart within the Vest details will not reflect your Vest's performance anymore (since the chart only reflects the actual allocation). Nonetheless, the " Your Position" section ...

• How can I start/stop an SIP in vests?

  To start an SIP in a Vest, there are two ways: You can use the Create Recurring Investment button on the Vest details page. You can set up one from the recurring investments dashboard (Profile → Recurring Investments → Search for the relevant Vest). ...

• How is the allocation of Vests decided?

  The allocation of a Vest i.e. the percentage of the total amount ($) that's invested in a particular share, will keep changing. The allocation changes with the price of the underlying shares. If you buy into a Vest for a certain amount, then you ...