Welcome to Fintellect Intelligent Financial Solutions LLP

  • 128/57/A MC Mitra Road, Halisahar, Hazinagar, North 24 ParganasKolkata - 743135

  • info@thefintellect.comhelpdesk@thefintellect.com

  • +91 7571057571+91 7800070008

Portfolio Revision/Rebalancing

Portfolio revision is the process of monitoring and reviewing the investor’s portfolio periodically to see whether the portfolio is performing as per the pre-determined standards or not. The deviation, if any, calls for portfolio rebalancing. Portfolio rebalancing is the process of making changes to the asset allocation and specific investments to ensure that the clients’ investment strategy stays consistent and current with changes in their needs, financial situation and market conditions.