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how to add funds in the running portfolio

Scheduled Pinned Locked Moved Momentify
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  • B Offline
    B Offline
    Bhartesh Jain
    wrote on last edited by
    #1

    hello every one
    i have created a momentify investing portfolio . Is there any way to add the fund in that portfolio whenever i want and momentify will buy the portfolio proptionately with that added fund on that point of time.
    thanks in advance

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  • Definedge Offline
    DefinedgeD Offline
    Definedge
    wrote on last edited by Definedge
    #2

    You can add funds to your existing strategy anytime by following the steps given below.

    1. Go to Investing Strategy
      Click Edit Strategy → Increase Funds
      Enter the amount.

    2)After adding funds, rebalance the portfolio:
    Basket → Scan (to generate real-time basket) → Execute Basket.
    This will allocate the added funds proportionately to your portfolio.

    We are attaching the following screenshots for your reference

    image (3).png image (4).png

    Definedge

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  • B Offline
    B Offline
    Bhartesh Jain
    wrote on last edited by
    #3

    thank you for quick response but sir i couldn't see this option in my strategy. i am uploading the screenshot . i don't know what i am missing. i am uploading the screen shot of the strategy detail.Screenshot (2).png

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  • Definedge Offline
    DefinedgeD Offline
    Definedge
    wrote on last edited by
    #4

    Please note that fund additions are not supported for your current Momentify Strategy because you opted for the SIP payment method. To invest these additional funds, we recommend creating a new strategy with the same parameters as your existing one.

    Definedge

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  • B Offline
    B Offline
    Bhartesh Jain
    wrote on last edited by
    #5

    thank you

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  • B Offline
    B Offline
    Bhartesh Jain
    wrote on last edited by
    #6

    sir
    for testing i again created a momentify strategy and when I edit the strategy again there is no option of add additional fund is shown.
    Please help
    Screenshot (4).png

    PrasiddhShroffP 1 Reply Last reply
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  • Prasiddh Shroff Offline
    PrasiddhShroffP Offline
    Prasiddh Shroff

    Definedge

    replied to Bhartesh Jain on last edited by
    #7

    @Bhartesh Jain Hello sir, you can increase funds only after at least 1 rebalance

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  • B Offline
    B Offline
    Bhartesh Jain
    wrote on last edited by
    #8

    thank you for quick response

    1 Reply Last reply
    1


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