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Knowledge base
Understanding
About Us
4
About Wright Research
How to choose a Portfolio?
Who is creating these portfolios?
What is your Investment Philosophy?
Products
1
Types of Portfolios
How To Subscribe?
Manual Subscription
1
Manual Subscriptions
Subscription Via Smallcase Gateway
1
How to Subscribe via Smallcase Gateway on Wright Research
Direct Mutual Fund Subscription
1
How to Subcribe to Wright Direct Mutual Fund Baskets
Global Investing ( Vested)
1
Investing Using the Vested Platform
Tools
Tools in Wright Research
5
What is portfolio review?
How to use the tracker?
How to do risk profiling on our website?
Exploring various Financial Planning tools (Goal / Retirement / Insurance)
Portfolio Tracking
FAQs
Billing FAQs
3
When I try to make payment it says payment in the favour of 'Wryght Research' and not Wright Research?
When I want to pay 250/- as upfront fee on smallcase payment gateway, why does it ask for mandate worth 100,000?
How does the percentage of AUM fee get deducted?
General FAQs
5
Tell me about Wright Research?
How is the fee charged for AUM based portfolios?
Is there a problem with using large size portfolios here?
How much do actually pay for your Wright portfolio?
How to exit Stocks hitting Circuit Limit manually?
Mutual Funds
1
Mutual Funds
Most Common FAQs
4
Where does your money go if you subscribe or invest in our portfolios?
What happens to the invested stocks if you cancel the subscription?
Does Wright’s portfolios support all brokerage firms?
How to cancel the bank mandate for auto-renewal?
SIP FAQs and Queries
4
What is the difference between SIP & Lumpsum investment?
How to SIP in Wright’s portfolios?
Is regular SIP good or timing SIP at drawdown better??
What is the minimum SIP amount for our portfolios?
Rebalancing FAQs
6
What is rebalancing?
What is the rebalancing frequency?
How to rebalance?
Why is rebalancing important?
Is rebalancing a mandatory process & can it be edited?
View all 6
PMS
MF Instructions
1
Mutual Fund Transactions
Reports
1
Advance Tax Note: Due on 15th September 2024
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