How to rebalance? 

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.

teps to apply rebalance:

  1. From your Investments page, click “Rebalance” where available

  2. Review the update and make changes by clicking on "Customize"

  3. 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