AMFI Registered Mutual Fund Distributor

Portfolio Rebalancing

Restoring your investment portfolio to its financial vision board or the desired asset mix is what the process of rebalancing achieves. It involves divesting from underperforming assets and investing in those with growth potential. Portfolio rebalancing aims to establish risk control by eliminating singular dependence on the failure or success of a specific asset class, investment, or fund type.

At Avenir, we recognize the necessity of having a risk-minimizing strategy for the benefit of investors and periodically undertake the portfolio rebalancing exercise. It helps to align your investments with your financial goals. When we notice a shift in your risk tolerance levels, our financial consultants reassess and devise a new asset allocation to achieve a desirable portfolio composition.