Get a personalized investment strategy based on your risk profile, goals, and financial situation. This tool helps you rebalance your portfolio across Equity, Debt, and Gold for smarter long-term growth
Frequently Asked Questions
What is a Portfolio Rebalancer?
It’s a tool that helps you adjust your investment portfolio (Equity, Debt, Gold) to match your financial goals and risk profile.
Who should use this tool?
Anyone looking to manage their investments better, especially those who want to align their portfolio with their risk-taking ability and goals.
How is the risk profile calculated?
It is calculated based on your age, income, savings, knowledge, market behavior, and your investment objectives.
When should I rebalance my portfolio?
Ideally, review and rebalance your portfolio every 6 to 12 months or when your asset allocation drifts 5-10% from the target.
How do I rebalance my portfolio?
To rebalance, shift funds from over-allocated assets (e.g., Equity) to under-allocated ones (e.g., Debt or Gold) based on your ideal allocation plan.
What are the benefits of rebalancing?
It helps manage risk, maintain discipline, and ensures your portfolio stays aligned with your financial goals.
Is this tool free to use?
Yes, the Portfolio Rebalancer is completely free and offers personalized suggestions instantly.
What should I do after seeing the result?
Use the suggestions to adjust your investments accordingly and consult a financial advisor if needed for implementation.