How to Rebalance Portfolio with Unsupported Broker

Due to the changing market conditions and stocks fundamentals, it becomes crucial for 'Teji Mandi' to rearrange portfolio stocks. This helps to maintain an ideal allocation by selling few stocks and replacing them with the ‘better’ ones through our disciplined rebalancing strategy.

Rebalancing is done to ensure that the investor gets the advantage of stocks that would compound over a longer period and is able to take advantage of situations from a short-term perspective.

How to Rebalance Portfolio If Broker is Not Supported With Teji Mandi

1. Tap on Rebalance Portfolio on the home screen
   
   
2. View Stocks Orders & Quantities
   
   Place orders manually through Broker Account
   
   
   
3. Update Buying Price
   
   
4. Click on 'Confirm Investment'
   
   
5. Review Orders and Confirm Rebalance