Rebalancing
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Rebalancing
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Rebalancing
- 1. BISWAJIT DAS Relationship Beyond Advising Diploma in Wealth Management – IIFP Delhi, Goal Planning Specialist – EDGE Learning Academy Call – 9339288488, Mail – dbiswajitifcs@gmail.com https://www.linkedin.com/pub/biswajit-das/1a/504/148 https://twitter.com/dbiswajitifcs https://www.facebook.com/dbiswajit.ifcs Rebalancing It’s the ultimate art and science of wealth creation. Rebalancing is the periodic adjustment of your portfolio to protect your current gain with effective risk management to achieve your financial goal. 555000 1982834 6145758 Sensex Normal Equity SIP Value Rebalancing SIP Value Monthly SIP Rs. 5000 in Liquid Fund from Jan 2000 to Mar 2009 & full redeem on 09/03/09, when Sensex CRASH to 8160. Based on economic condition invested amount switch from liquid to equity and equity to liquid. 151818 424294 4717711 4.75% 17.42% 53.45% Sensex Without Rebalancing Rebalancing Lump sum Equity Investment Rs. 100000 in Liquid Fund from Jan 2000 & full redeem on 09/03/09, when Sensex CRASH to 8160. Based on economic condition invested amount switch from liquid to equity and equity to liquid. An initiative to promote Financial Awareness by BISWAJIT DAS Diploma in Wealth Management – IIFP Delhi, Goal Planning Specialist – EDGE Learning Academy Relationship Beyond Advising Call – 9339288488, Mail – dbiswajitifcs@gmail.com https://www.linkedin.com/pub/biswajit-das/1a/504/148 https://twitter.com/dbiswajitifcs https://www.facebook.com/dbiswajit.ifcs