Achieve Financial Harmony with Effective Portfolio Balancing.pptx

sarikakbrand 8 views 1 slides Nov 01, 2025
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About This Presentation

Portfolio balancing (or rebalancing) means adjusting your investments periodically to maintain your desired asset allocation — for example, the ratio between equity, debt, gold, and other assets.
Over time, market movements can cause your portfolio to drift away from its original structure.
For in...


Slide Content

Achieve Financial Harmony with Effective Portfolio Balancing Portfolio balancing (or rebalancing) means adjusting your investments periodically to maintain your desired asset allocation — for example, the ratio between equity, debt, gold, and other assets.Over time, market movements can cause your portfolio to drift away from its original structure.For instance, if your equity investments grow faster than your debt holdings, your portfolio may become riskier than intended. Rebalancing helps bring it back to your target mix. https:// susampada.in/services/portfolio-balancing-strategies /