rebalancing

Rebalancing your portfolio

Before understanding this topic, let’s know what to do with a money box. In simple terms, fill it, shut it, forget it’ once in a year. Your situation may change, or the products may get worse or better, but one should clean their money box once in a year.

What is portfolio rebalancing?

Rebalancing is the process by which an investor restores their portfolio to its target allocation. The rebalancing process is reinvesting the profits taken from some of the outperforming investments and putting them in underperforming assets. Rebalancing brings your portfolio back to the desired asset mix.

Why is rebalancing important for an individual person who has invested?

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Now invest via UPI on MyWay Wealth

We wanted to share an exciting update with you. In our effort for making the payment experience superior, we have introduced UPI as a payment option on MyWay Wealth. Here is how it works:

  • Install MyWay Wealth app, finish paperless KYC in 5 minutes and choose Top Rated Mutual Funds to invest in.
  • You need to have a VPA (Virtual Payment Address) for your bank account. Once you choose UPI as a payment option, you will be promoted to enter your VPA.
  • A payment request will be sent to your native UPI app (e.g. BHIM, Google Pay, any bank’s UPI app, etc.) and you will receive a notification about the payment request.
  • Pay from the UPI App and return the MyWay Wealth app.
  • Your transaction is successful and you can track the same in the reports section.

We know the value of hard-earned money, and we guarantee absolute peace of mind on your purchases. Signup now to start investing in Direct Mutual Funds, Term Insurance and National Pension System (NPS).

Happy investing!

Accomplish more with MyWay Wealth’s Advanced Research Reports!

We are excited to announce the launch of our newest feature – Advanced Research ReportsThese reports are the perfect companion for investors to take a well-informed decision, and make the best returns from investments.

Key highlight:
Portfolio Analysis

  • Detailed analysis of the fund’s portfolio and sector exposure.
  • Check out top holdings and more.

Performance Analysis

  • Return analysis across multiple investment periods.
  • Index VS Fund Growth

Risk Analysis

  • Category Risk and Return matrix
  • Various other risk indicators like alpha, beta and more.

We hope that you will like this new feature of your MyWay Wealth app, and make the best out of it. Click here to download MyWay Wealth app to start investing in Direct Mutual Funds, Term Insurance and National Pension System (NPS).

Alternatively you can signup online to start investing:

Advanced Research Report

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