Wright Research

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

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 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

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

MF Instructions 1

• Mutual Fund Transactions

Reports 1

• Advance Tax Note: Due on 15th September 2024