

The Rebalancing Workshop
What does it really take to keep your mutual fund portfolio in top form?
Not just picking good funds.
Not just running SIPs.
It’s knowing:
— When your portfolio needs a rebalance
— Which funds to exit, and which to reinvest in
— How to do it without losing out to taxes or exit loads
That’s why we built Power Rebalancing — and in this workshop, we’ll show you exactly how it works.
This session is for you if you want to:
✅ Understand why rebalancing is critical for long-term wealth
✅ See how PowerUp Money builds rebalancing plans
✅ Get clarity on how to use your personalised rebalancing plan
By the end of the session, you’ll know how to:
🔷 Keep your portfolio healthy with timely rebalancing
🔷 Optimise returns without unnecessary tax costs
🔷 Use Power Rebalancing on 🔶 Elite
😊 Note: We have hosted a workshop on Rebalancing before, and this is going to be the same one. In case you've attended already, please feel free to join us again.