Rebalance Queries
-
Hi @Prashant-Shah , 3 quick questions on Momentify pl:
- If one is travelling can a rebalance be fired from app?
- If we click the link received on email will it work from mobile browser?3. If we miss a rebalance what will happen at the next rebalance - will it check the missed rebalance - consider the exiting and incoming stocks now and previous rebalance making the portfolio absolutely fresh? Are both rebalances considered?
-
@Definedge Please advise
-
Yes, the link you receive on email will open and work fine on your mobile browser.
Regarding the rebalancing process:
We keep rebalance basket active for 3 days to allow for execution. If a rebalance is missed during this window, the next rebalance will not consider the previous (missed) basket. Instead, it will generate a fresh basket
