Rebalance

All smallcases created by our research team are reviewed and rebalanced regularly. This ensures that stocks & weights in the smallcase continue to reflect the underlying theme. If you hold a smallcase that has been rebalanced, we send out a notification that you can apply instantly by clicking on Rebalance Updates.

CHOOSE THE SMALLCASE
On your home page, click ‘Apply Updates’ on the smallcase you want to rebalance
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READ THE DESCRIPTION
Read the description and click ‘Apply Updates’
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SEE THE CHANGES
See all the changes and confirm
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CUSTOMISE
If you want to customise your rebalance update then click on ‘Make changes’ and change the desired quantity as per your requirement
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REVIEW STOCKS
Review stocks and their quantities
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PLACE YOUR ORDER
Click ‘PLACE ORDERS’ and confirm.