rebalancing

BISWAJIT DAS Relationship Beyond Advising

Diploma in Wealth Management – IIFP Delhi, Goal Planning Specialist – EDGE Learning AcademyCall – 9339288488, Mail – dbiswajitifcs@gmail.com

https://www.linkedin.com/pub/biswajit-das/1a/504/148 https://twitter.com/dbiswajitifcs https://www.facebook.com/dbiswajit.ifcs

Rebalancing

It’s the ultimate art and science of wealth creation. Rebalancing is the periodic adjustment of your portfolio to protect your current gain with effective risk management to achieve your financial goal.

Sensex Normal Equity SIP Value

Rebalancing SIP Value

555000

1982834

6145758Monthly SIP Rs. 5000 in Liquid Fund from Jan 2000 to Mar 2009 & full redeem on 09/03/09, when Sensex CRASH to 8160. Based on economic condition invested amount switch from liquid to equity and equity to liquid.

Sensex Without Rebalancing Rebalancing

151818424294

4717711

4.75% 17.42% 53.45%

Lump sum Equity Investment Rs. 100000 in Liquid Fund from Jan 2000 & full redeem on 09/03/09, when Sensex CRASH to 8160. Based on economic condition invested amount switch from liquid to equity and equity to liquid.

An initiative to promote Financial Awareness by BISWAJIT DAS

Diploma in Wealth Management – IIFP Delhi, Goal Planning Specialist – EDGE Learning AcademyRelationship Beyond Advising

Call – 9339288488, Mail – dbiswajitifcs@gmail.comhttps://www.linkedin.com/pub/biswajit-das/1a/504/148 https://twitter.com/dbiswajitifcs https://www.facebook.com/dbiswajit.ifcs