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Will I have to rebalance monthly if you decide to replace a fund in my monthly investment plan with a new one?

With introduction of long term capital gains tax on equity mutual funds, this feature has been withdrawn because the cost of switching portfolios is not justified by the additional return.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


No. Our recommended frequency is three times a year. Our system will determine how much of your investments have become long term and suggest automatically.

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