How to Rebalance your portfolio through Teji Mandi App ?

Modified on Thu, 23 Jan at 9:43 AM

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.

| In case of any doubts or queries, e-mail at support@tejimandi.com or reach out to us via in-app Chat support. We would be glad to assist.  