What happens when you change the portfolio after a year?
When our recommended portfolio is changed in tandem with the best investment practices:
- Your standing instructions (SIPs) are changed so that your new investments are made into the new portfolio. Scripbox helps you do it very easily with our ‘One-Click Change Portfolio’ feature to change all your standing instructions.
- The amount you have invested in the fund(s) no longer in the portfolio continues to stay invested. While we continuously monitor your portfolio, we will run ‘Scripbox Portfolio Scan’ thrice a year and will let you know if any action is required. Our feature ‘Scripbox Portfolio Scan’ helps you determine which of these funds (which are no longer recommended) to exit, when, and which funds to reinvest in.