Portfolio Auto Rebalancing based on Asset Allocation

Posted almost 5 years ago by Ifa.darshini

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Ifa.darshini

Team,


Once the client agrees for a specific asset allocation, we maintain a system of auto rebalancing of the portfolio based on asset allocation on completion of agreed duration say one year or six months etc.

Auto rebalancing the portfolio at regular intervals will help to generate additional alpha for the client as will contain downside during market downturns.

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