We will notify you of every rebalance via email and push notification.

You can complete your portfolio rebalancing by following the below steps for supported broker:

- Tap on Product tab at bottom.

- Click on "View Stocks" for which you need to Rebalance the portfolio.

- Tap on "Rebalance" button at bottom.

- It will connect to your "Linked Broker".

- Click on "Confirm Update".

- Click on "Rebalance Smallcase" and "Confirm Order".

- Confirm the sell order through CDSL (by entering your TPIN).

- Review and confirm the orders and execute the rebalance.

- Rebalance complete.


You can complete your portfolio rebalancing by following the below steps for non-supported broker:


- Tap on Product tab at bottom.

- Click on "View Stocks" for which you need to Rebalance the portfolio.

- Tap on "Rebalance" button at bottom.

- Place the Buy and Sell order as per the defined quantity and change the price as per the executed order from broker app 

- Click on "Confirm Investment" and "Confirm" again.

- Rebalance complete.


Note: If the rebalance order is executed at broker terminal via Teji Mandi app but still ask to rebalance do not perform duplicate rebalance.