Money Guru: When And How To Do Portfolio Review? What Are The Rules Of Rebalancing? Expert Decodes

Change investments when equity-debt balance deteriorates. Build a strategy according to the risk-return potential. Check the strategy set at the time of investment. Rebalancing is necessary if the equity-debt allocation deteriorates. Asset allocation will change if equity-debt valuation changes: Feroze Azeez, Deputy CEO, Anand Rathi Wealth Ltd and Kirtan A Shah, CEO, Credence Wealth Advisors.