An Asset Rebalancing Planner determines the exact buy or sell transactions required to restore your portfolio to its intended risk profile. In FY 2026-27, if a bull market has pushed your equity allocation from 60% to 75%, this tool calculates the amount to sell and reinvest in debt or gold to maintain diversification.
Nature:Calculator platform and is NOT a SEBI-registered Investment Adviser. All calculations are indicative.
Risk:"Investments in securities market are subject to market risks. Read all related documents carefully before investing."
Consult a SEBI-registered IA or CA for personalised advice.
9 out of 10 traders in F&O incurred net losses (SEBI 2023). Tax estimates based on IT Act 2025. Trezoriq is not liable for financial decisions based on results.
Portfolio Holdings
List your current asset classes and their target allocation percentage.
