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  • News From Press The first money task in the new financial year: Portfolio rebalancing

    The first money task in the new financial year: Portfolio rebalancing

    Source: Moneycontrol Apr 3, 2024

    The start of a new financial year presents a golden opportunity for investors to reassess their investment portfolio and make strategic adjustments by revisiting their asset allocation and risk management strategies. Portfolio rebalancing is not merely a routine exercise, but a strategic imperative for investors seeking to optimise their investment returns and mitigate risk.At its core, rebalancing involves adjusting the composition of one's investment portfolio to maintain the desired asset allocation mix that one started with.

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