At Jamā Wealth, we have implemented a simple and seamless process on how to re balance your jamawealth portfolio at regular intervals.
We have listed down the sequence of steps in the process of rebalancing your portfolio.
Portfolio Rebalance
Step 1
Log In to app.maxiomwealth.com
Step 2
Click on Portfolio Actions Rebalancing is Due to rebalance your product portfolios with the latest recommendations
Note: – Ensure your account has no compliance issues before undertaking this step. Click on “Clear Compliance” to clear compliance issues for your account.
Step 3
Select the Product for which Rebalance is Due and click Rebalance Now.
Step 4
Your current stock holdings as per the records with Maxiomwealth are displayed. Click on “Continue to Rebalance”.
Note: – Ensure you upload contract notes without fail to avoid any discrepancies. In case of any discrepancy, kindly contact help@maxiomwealth.com.
Step 5
The new “Sell” and “Buy” order recommendations are shown for your portfolio. Click on “Continue to Rebalance”
Note: – Recommendations are automatically populated as per the holdings recorded with Maxiomwealth. To ensure you get the right recommendations, upload your contract notes without fail.
Step 6
To facilitate in placing your transactions, you are redirected to Gateway. Select your preferred stock broker used for Maxiom Wealth’s product.
Step 7
Login to your stock broker account.
Step 8
Sell and Buy Orders are displayed as per the recommendations shown previously. Click on “Review Orders”
Step 9
Click on “Place Orders” to initiate transactions.
Note: – It’s strictly advisable not to change the quantities for proper rebalancing of your portfolio. Avoid clicking edit orders.
Step 10
As per new regulations, CDSL TPIN is necessary to authorize the trades (sell orders) from your demat account. Authorization is valid for one trading day. Click on “Authorize Stocks”
Step 11
Enter TPIN and Click “Verify” to Authorize the trades. In case you want to generate a new TPIN, Click on Generate Pin.
Generating New TPIN requires –
1) BO (Beneficiary Owner) ID which is 16-digit demat account number and
2) PAN Number
TPIN is sent to your registered mobile no / email id.
Step 12
Enter OTP sent to your registered mobile no / email id and click on “Verify”
Step 13
Once the trades are authorized with the TPIN you can place orders by Clicking on “Place Orders”
Step 14
Click on “Confirm Orders” to place the orders.
Step 15
Upon successful execution, you are redirected back to Maxiom wealth where you can review your order status in the transactions screen. In case of any failed orders, you can click on retry to complete your orders. Click on “View Dashboard” to go to dash board.
Step 16
Click on “Rebalancing” Card to rebalance other product portfolios.
Step 17
Upload contract notes to ensure your portfolio is recorded in Maxiomwealth and avoid discrepancies later. Go to Profile and select “Contract Notes”. Click “Upload Contract Note” to upload a contract note file.
