Portfolio Review
Your portfolio, reviewed in minutes
- Bring your holdings in. Import stocks straight from your broker via Smallcase, pull every mutual fund folio through MF Central, or upload a CSV — nothing to set up first.
- Read the review. Every holding is measured against the same published framework: concentration and overlap, factor exposure, fees against direct plans, and how the mix compares with Wright's published model allocation.
- Go deeper when you want. Unlock the full line-by-line detail, or book a free call — portfolio-specific advice happens with an advisor under our PMS and advisory arrangement.
The review is information, not investment advice: it shows where your portfolio stands against checks applied identically to every user.
A quick walkthrough of the portfolio review tool.
Hear it from the Wright Community
I was drawn to Wright Research due to its multi-factor approach. Their Balanced MFT is an excellent product.
By Prashant Sharma
CTO, Zydus
I've moved my investment from Mutual Funds to Wright. Not only are returns great but the risk is conservative.
By Shivam Singhal
Trader, HFT
I've invested in all Wright products. Not only are returns great but they share great content related to the market
By Arjun Juneja
PM, PhonePe
Biggest highlight for me is how well they protected from drawdowns in March 20.
By Raspreet Singh
VP, Pharma
Having worked on quant strategies in global banks, I wanted exposure to these in India.
By Aniket Behera
Founder, 100ms
Investing in the market is essential in today's economic environment and Wright has come to my rescue!
By Vijay Srivastava
Sr Executive, Railways
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