Portfolio Rebalancing

on Finity

Invest on Finity & get your portfolio rebalanced periodically to maximize your returns.

What is Portfolio Rebalancing?

Rebalancing is a cleansing process that is directed towards eliminating all the funds harmful to your portfolio and replaced by more promising, healthy funds.  

While it is always recommended to stay invested for a long-term, it does not eliminate the need to continuously track, review and actively manage your portfolio. Rebalancing becomes important especially when there’s a change in the fund’s fundamentals or in the broader outlook in general.

Finity’s rebalancing algorithm is a unique proposition which pushes the limits of robo-advisory to a whole new level.

Is Portfolio Rebalancing really necessary?

Here’s a simple example that reinstates the importance of rebalancing: Assuming INR 10L is invested in portfolio and the star fund manager managing the fund exited the fund in the second year, causing a temporary (1-year) dip in the performance.

The difference in both portfolios over a period of 10 years would be as much as INR 1.7 Lakh!