How do I rebalance my smallcases?

When a smallcase you hold has been rebalanced, you will be notified by email and app. You can also subscribe to WhatsApp updates as well.

Steps to apply rebalance:

• From your Investments page, click “Rebalance” where available

• Review the update and make changes by clicking on "Customize"

• Confirm the update to review and place orders

Please Note:

• Your smallcase will be rebalanced only when you confirm & place the order, it will not be done automatically

• You can skip the update if you do not want to apply it

• Your SIP (if active) will also be updated to match the new constituents

Further reading:

• Rebalancing 101