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.


Let us know if you have any questions at [email protected]