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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 β†’ Increase Funds
      Enter the amount.

    2)After adding funds, rebalance the portfolio:
    Basket β†’ Scan (to generate real-time basket) β†’ 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 Online
    PrasiddhShroffP Online
    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

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