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Momentify - Increase/Decrease allocation

Scheduled Pinned Locked Moved Momentum
momentummomentifyfunds
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  • A Offline
    A Offline
    Aditya Deshpande
    wrote on last edited by
    #1

    Once you create a Momentify portfolio, are you allowed to increase allocation?
    Say I start a portfolio with initial capital of 10L; can I increase the allocation to 20L after a few months?
    Similarly am I allowed to perform a partial exit from the portfolio if I need to withdraw the funds?
    Thank you.

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  • A Offline
    A Offline
    Aditya Deshpande
    wrote on last edited by
    #2

    @Definedge : seeking your guidance please

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  • A Offline
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    Agniva Mandal
    wrote on last edited by
    #3

    @Definedge @@Definedge-Experts @Aditya-Deshpande
    I am also looking for it. As profits are reinvested in successive rebalancing, how to check what is the current capital employed? If we want to increase the capital each year (say 5L per year) then how to add it?
    Again, one have to pay STCG, LTCG Tax and how to withdraw from the profit to pay the same as over a longer period of time the capital and profit both will be increased to a significant amount (as the system is promising)?
    Please guide us in this regard.
    Thank you

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  • S Offline
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    Shubham Bhoyar
    wrote on last edited by
    #4

    Mera bhi same question hai, momentify portfolio amend hona chahiye

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