Buying, Selling & Rebalancing
How does Managed Portfolio rebalancing work?
Rebalancing ensures your portfolio continues to reflect its intended strategy. When a rebalance is due, you’ll be notified by email and in-app. You can review the proposed transactions before approving them. If you confirm, your portfolio adjusts to ...
How often are Managed Portfolios rebalanced?
There is no preset timeline. Portfolios are actively monitored and rebalanced only when necessary, for example, when allocations deviate too far from targets, when a company’s fundamentals shift, or when the macroeconomic or sectoral environment ...
Will I be charged for the rebalancing of Managed Portfolios?
No, rebalancing is free and covered under the AUM-based advisory fee for your Managed Portfolio.
How do I cancel the rebalancing of my Managed Portfolio?
When a rebalance becomes available, you will first receive an email notifying you. You’ll also see a banner on the Managed Portfolio card within the app. If you select the View option, you’ll be shown a detailed summary of the changes. This will ...
Can I sell individual stocks inside a Managed Portfolio?
Yes. You have the flexibility to sell individual securities within your Managed Portfolio. However, if you do so, your portfolio will no longer exactly match the official allocation, and its performance will not align with the default portfolio ...
Can I set up or stop an SIP in Managed Portfolios?
Yes. You can start a recurring investment from either the Managed Portfolio details page (by selecting Create Recurring Investment) or from the Recurring Investments dashboard. All active SIPs, including those in Managed Portfolios, stocks, and ETFs, ...