{"id":1774,"date":"2022-10-19T15:53:02","date_gmt":"2022-10-19T10:23:02","guid":{"rendered":"http:\/\/jamawealth.com\/blog\/?page_id=1774"},"modified":"2025-05-22T10:17:04","modified_gmt":"2025-05-22T04:47:04","slug":"how-to-rebalance-your-portfolio-on-maxiomwealth","status":"publish","type":"page","link":"https:\/\/maxiomwealth.com\/blog\/how-to-rebalance-your-portfolio-on-maxiomwealth\/","title":{"rendered":"How to Rebalance your Portfolio on Maxiom wealth?"},"content":{"rendered":"

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At Maxiom Wealth, we have implemented a simple and seamless process on how to re balance your Maxiom wealth portfolio at regular intervals.<\/p>\n

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We have listed down the sequence of steps in the process of rebalancing your portfolio.<\/p>\n

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Portfolio Rebalance<\/h2>\n

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<\/p>\n\n\n<\/p>\nGreat news! On October 8, 2024, SEBI introduced a new rule allowing investors to access 100% of their sale proceeds on the same day, making rebalancing a one-step process!\n

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Step 1<\/u><\/strong><\/p>\n

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Log In to app.maxiomwealth.com<\/p>\n

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Step 2<\/u><\/strong><\/p>\n

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Click on Portfolio Actions Rebalancing is Due to rebalance your product portfolios with the latest recommendations<\/p>\n

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Note: – Ensure your account has no compliance issues before undertaking this step. Click on \u201cClear Compliance\u201d to clear compliance issues for your account.<\/p>\n

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Step 3<\/u><\/strong>\u00a0<\/p>\n

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Select the Product for which Rebalance is Due and click Rebalance Now.<\/p>\n

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Step 4<\/u><\/strong>\u00a0<\/p>\n

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Your current stock holdings as per the records with Maxiomwealth are displayed. Click on “Continue to Rebalance”.<\/p>\n

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Note: – Ensure you upload contract notes without fail to avoid any discrepancies. In case of any discrepancy, kindly contact help@maxiomwealth.com.<\/p>\n

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Step 5<\/u><\/strong>\u00a0<\/p>\n

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The new “Sell” and “Buy” order recommendations are shown for your portfolio. Click on “Continue to Rebalance”<\/p>\n

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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.<\/p>\n

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Step 6<\/u><\/strong><\/p>\n

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To facilitate in placing your transactions, you are redirected to Gateway. Select your preferred stock broker used for Maxiom Wealth\u2019s product.<\/p>\n

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Step 7<\/u><\/strong><\/p>\n

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Login to your stock broker account.<\/p>\n

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Step 8<\/u><\/strong>\u00a0<\/p>\n

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Sell and Buy Orders are displayed as per the recommendations shown previously. Click on \u201cReview Orders\u201d<\/p>\n

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Step 9<\/u><\/strong> \u00a0<\/p>\n

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Click on \u201cPlace Orders\u201d to initiate transactions.<\/p>\n

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Note: – It\u2019s strictly advisable not to change the quantities for proper rebalancing of your portfolio. Avoid clicking edit orders.<\/p>\n

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Step 10<\/u><\/strong>\u00a0<\/p>\n

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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 \u201cAuthorize Stocks\u201d<\/p>\n

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Step 11<\/u><\/strong><\/p>\n

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Enter TPIN and Click \u201cVerify\u201d to Authorize the trades. In case you want to generate a new TPIN, Click on Generate Pin.<\/p>\n

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Generating New TPIN requires \u2013
1) BO (Beneficiary Owner) ID which is 16-digit demat account number and
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TPIN is sent to your registered mobile no \/ email id.<\/p>\n

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Step 12<\/u><\/strong>\u00a0<\/p>\n

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Enter OTP sent to your registered mobile no \/ email id and click on \u201cVerify\u201d<\/p>\n

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Step 13<\/u><\/strong>\u00a0<\/p>\n

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Once the trades are authorized with the TPIN you can place orders by Clicking on \u201cPlace Orders\u201d<\/p>\n

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Step 14<\/u><\/strong>\u00a0<\/p>\n

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Click on \u201cConfirm Orders\u201d to place the orders.<\/p>\n

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Step 15<\/u><\/strong>\u00a0<\/p>\n

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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 \u201cView Dashboard\u201d to go to dash board.\u00a0<\/p>\n

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Step 16<\/strong><\/p>\n

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Click on \u201cRebalancing\u201d Card to rebalance other product portfolios.\u00a0<\/p>\n

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Step 17<\/strong><\/p>\n

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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.<\/p>\n

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At Maxiom Wealth, we have implemented a simple and seamless process on how to re balance your Maxiom wealth portfolio at regular intervals. We have listed down the sequence of steps in the process of rebalancing your portfolio. Portfolio Rebalance Great news! On October 8, 2024, SEBI introduced a new rule allowing investors to access… Read More »How to Rebalance your Portfolio on Maxiom wealth?<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"tags":[],"class_list":["post-1774","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/maxiomwealth.com\/blog\/wp-json\/wp\/v2\/pages\/1774","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/maxiomwealth.com\/blog\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/maxiomwealth.com\/blog\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/maxiomwealth.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/maxiomwealth.com\/blog\/wp-json\/wp\/v2\/comments?post=1774"}],"version-history":[{"count":8,"href":"https:\/\/maxiomwealth.com\/blog\/wp-json\/wp\/v2\/pages\/1774\/revisions"}],"predecessor-version":[{"id":5406,"href":"https:\/\/maxiomwealth.com\/blog\/wp-json\/wp\/v2\/pages\/1774\/revisions\/5406"}],"wp:attachment":[{"href":"https:\/\/maxiomwealth.com\/blog\/wp-json\/wp\/v2\/media?parent=1774"}],"wp:term":[{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/maxiomwealth.com\/blog\/wp-json\/wp\/v2\/tags?post=1774"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}