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Where do I see Rebalancing Suggestions for Goals?

If you already have a portfolio for a particular goal and have a rebalancing suggestion for that portfolio, then you will see a Rebalancing Suggestion on the Goal Details screen as a floating message. On clicking this message, you will be taken to Rebalancing Screen where you will be shown following types of recommendations if applicable:

  1. Buy
  2. Buy More
  3. Start SIP
  4. Stop SIP
  5. Sell

Rebalancing will be done on real-time basis as soon as user lands on this screen. Advice of Sell will come only after checking Tax-impact & exit loads. Algorithm will always try to match Buy amount with Sell amount (& Start SIP with Stop SIP) and realign the current portfolio to suggested allocation without putting in extra amount. If there is no rebalancing suggestion in your portfolio, then the floating message of ‘Rebalancing Suggestion’ will not be present in your “My Mutual Fund Investments” dashboard.