Investing in 2025: How often should you rebalance your portfolio?
Published by Mint
Abhishek Kumar's role: Quoted
Abhishek Kumar, founder of SahajMoney, said he reviews his own portfolio every six months, suggested bringing an enlarged equity share back to the planned allocation, and advised weighing tax and fees before selling.
More of Abhishek's views on money management
At the turn of the year, Mint asks registered investment advisers how often investors should review and rebalance a portfolio. The article covers bringing the mix back to a planned allocation, the capital gains tax and costs of selling (with the equity tax rates and ₹1.25 lakh exemption at the time), redirecting SIPs instead of selling, and planning systematic withdrawals ahead of a goal. It includes comments from Abhishek Kumar.
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Investing in 2025: How often should you rebalance your portfolio?
