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How often will Scripbox suggest rebalancing of my portfolio?

With introduction of long term capital gains tax on equity mutual funds, this feature has been withdrawn because the cost of switching portfolios is not justified by the additional return.

Instead we have introduced "Tax efficient Withdrawal" which helps you minimise the cost of taxes on your withdrawals.


Rebalancing is always available to you and as long as there are eligible long term investments at that point in time, you will be able to rebalance those investments once you log in to your Scripbox account. We recommend rebalancing thrice a year and will remind you by email in January, April and August


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If you need further assistance please feel free to reach us at 1800-200-1265