Rebalancing for Mutual Fund Investors: What You Need to Know

Set Your Portfolio on the Right Track! 🎯

You have set your financial goals and started your SIPs. But, markets change and so do your financial goals. That’s where portfolio rebalancing comes in.

In this video, we’ll talk about:

How rebalancing is like a pit stop for your investments 🚗
Why your asset allocation needs regular check-ups 📊
Three easy strategies to rebalance effectively 💡

Calendar-based
Percentage-based
New investment Rebalancing

Plus, we will share tips on avoiding over-trading, ignoring taxes or chasing short-term trends.

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