Complete guide to Invest in Smallcap Stocks & in Wright Smallcaps Portfolio

by Siddharth Singh Bhaisora

Published On July 1, 2023

In this article

Wright Smallcaps Portfolio is our flagship smallcaps focused advisory portfolio. This basket is curated by Sonam Srivastava . It was launched in 2020 to provide our investors access to the Smallcaps rally. It is available directly on Wright Research and on Smallcase, where it is one of the longest running & most popular smallcap portfolios.

This page will provide you with an in-depth understanding of the Wright Smallcaps portfolio , how it is formed, the investing approach, key metrics to look at when investing in small cap stocks, past performance of the portfolio & its constituents and how you can get started. We also answer the most frequently asked questions about the Wright Smallcaps portfolio. We cover the following topics:

  1. Key Highlights of Smallcaps Portfolio
  2. Power of Smallcap Stocks
  3. Past Performance and Success Stories
  4. How is the Wright Research Smallcaps Portfolio made?
  5. How to Get Started with the Wright Smallcap Portfolio?

Key Highlights of Smallcaps Portfolio

Return performance (in % terms) of the Smallcaps Portfolio against its benchmark, Small Caps Index is -

Over a 5 year horizon, ₹1 Lac invested would have become -

Here are the key performance metrics of the Smallcaps Portfolio against its benchmark, the Small Caps Index -

  1. On an annual basis, the Smallcaps strategy has produced higher returns.
  2. It has slightly lower risk compared to the benchmark, Small Caps Index. The sharpe ratio is also better. The Sharpe ratio measures risk-adjusted performance; a higher Sharpe ratio indicates better returns for a given level of risk. Therefore, the Smallcaps strategy has performed better per unit of risk taken.
  3. The maximum drawdown for the Smallcaps strategy is less than the Small Cap's max drawdown. This means the Smallcaps strategy has experienced less severe losses from peak to trough in its worst-performing period.

Power of Small-Cap Stocks

What are Smallcap stocks?

Essentially, these are shares representing ownership in small cap companies that are traded publicly on a stock exchange. Companies boasting a market capitalisation of less than Rs. 5,000 Crore are classified by Securities and Exchange Board of India (SEBI) as Small Cap companies. Such companies rank above 251 in terms of market capitalisation. Their publicly traded shares are what we refer to as small cap stocks. To learn more about smallcap stocks, read our in-depth article Introduction to Small Cap Stocks .

Key metrics when looking at smallcap stocks

A fundamentally strong business that turns a profit, boasts a diverse product range, and has a secure market position is your potential golden goose. You are 90% of the way to discovering a sound investment. The remaining 10% involves looking at some specific metrics to ascertain if it's the best stock for your hard-earned money. Here are some key points you should consider when looking at smallcap stocks:

  1. Quality of Management: Good governance and competent management are essential, especially for small-cap companies.

  2. Rising Sales and Profits: Small cap companies with a track record of growing sales and net income can be a solid investment choice.

  3. Cash Flow: A company's cash flow should be positive or trending positive over time. If not, it might not be a wise investment.

  4. Price-Earnings Ratio (P/E): This crucial metric can indicate whether a company's shares are over- or undervalued. Be cautious if the P/E exceeds 35.

  5. Debt/Equity: This ratio reveals the debt per dollar of ownership. High debt can be a warning sign, so examine debt levels carefully.

  6. High Operating Margin: A consistently increasing operating profit margin is a good sign and can suggest a promising investment opportunity.

For a detailed understanding of the key metrics, read our article on 9 Essential Elements for Evaluating Small Cap Stocks

Risks & rewards associated with smallcap stocks

Historically, small-cap stocks have consistently provided higher returns than large-cap stocks. This can be attributed to several factors:

  1. Market Risk (Beta): Small-cap stocks tend to be more volatile, and hence have a higher level of market risk or beta. They are often less established with less stable financials, and they seldom pay dividends, thereby leading to increased market risks.

  1. Liquidity Risk: Small-cap stocks typically have higher liquidity risk. They usually have a narrower investor base, making them less liquid assets. Trading volume, a measure of liquidity, tends to be lower for small-cap stocks. As a result, substantial investments or withdrawals by institutional investors can drastically swing the stock price.

  1. Information Risk: Small-cap stocks are often less covered by analysts and financial reporters, which means less readily available information for investors. This lack of coverage or 'information risk' can dissuade some investors.

Essentially, the greater the risk, the greater the potential return, and small-cap stocks certainly carry their fair share of risk. However, these incremental returns may compound to significant differences over a long period. Learn more about the Risks & rewards of investing in Smallcaps - A Global View .

Can smallcaps provide higher returns?

In the early 1990s, Eugene Fama and Ken French brought further understanding to the performance discrepancy between large and small-cap stocks. They confirmed that small-cap stocks typically outperform large-cap ones over extended periods. Additionally, they observed that value stocks (those undervalued by the market) often outperform growth stocks (those with potential for significant growth) in the long run.

Fama and French proposed that the superior performance of small-cap and value stocks isn't necessarily a secret strategy, but rather a reflection of higher risks associated with these investments. For instance, these stocks may have a higher bankruptcy risk, thus their potential higher returns.

Small-cap investments do carry a certain level of risk, and many end up losing money or going out of business. However, those that succeed can offer significant returns. Just as a cricketer doesn't need to hit a boundary on every ball to have a high batting average, investing in small-cap stocks doesn't require every pick to be a winner in order to generate a winning long-term return. Even if some investments fail, those that succeed can provide substantial returns and boost the overall performance. Learn more about smallcaps from the best, read Smallcaps learnings from Warren Buffett, Peter Lynch & Michael Burry .

Looking to invest in Small Caps during the ongoing market rally? Start investing with Wright Smallcaps Smallcase.
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Past Performance and Success Stories

Portfolio Performance - Wright Smallcaps - May’23

The Wright Smallcaps portfolio and the Small Cap Index have demonstrated strikingly similar performance across all considered time frames. On a 1-month and 3-month basis, both have achieved identical returns of 5.1% and 11.0% respectively, suggesting that the Smallcaps portfolio has successfully mirrored the index in the short term.

Over a 6-month period, the Smallcaps portfolio and the Small Cap Index again showed identical returns of 1.9%. The similarity extends to the 1-year return as well, with both posting a 10.4% return. Year-to-date, both the Smallcaps portfolio and the Small Cap Index have provided a 4.5% return, further exemplifying their mirrored performance. In terms of inception to date, both have achieved a CAGR of 20.0%, demonstrating an equivalent long-term growth rate.

These results indicate that the Smallcaps portfolio has been highly efficient in tracking the Small Cap Index, providing investors with nearly identical returns across all examined periods. Here's the performance of the Smallcaps portfolio across different periods -

Top performing smallcaps companies in the Wright Smallcaps Portfolio

Here's a glimpse into the performance of small-cap companies that have made significant strides in the Wright Smallcaps Portfolio :

  1. MAZDOCK: Featuring a phenomenal 312.68% return over a span of just over a year, Mazagon Dock Shipbuilders stood out as a star performer. As India's premier shipbuilding yard that has transitioned from a modest, single-unit ship repair company into a multi-unit, multi-product conglomerate, it's uniquely poised to benefit from the country's push for increased defense indigenisation. This could bolster the company's order book and revenue visibility going forward.
  2. BLS: BLS International Services, with a substantial 230.81% return over a 15-month period in the Wright Smallcaps Portfolio. BLS International Services specializes in tech-driven visa, consular, and citizen services. Catering to government entities across the globe, the company provides an array of services including citizen front-end services, consular services, verification, attestation, and biometric and identity management services.
  3. GPIL: Godawari Power and Ispat Limited, a company involved in the steel, power, and mining sectors, secured a remarkable 142% return within five months in the Wright Smallcaps Portfolio. The company operates across two primary segments: Steel and Electricity, serving both domestic and international markets.
  4. JSL: JSL Stainless is a global leader in the stainless steel industry ranking in the top 10 stainless steel conglomerates in the world. JSL has manufacturing facilities and service networks spread across India and Indonesia, with state-of-the-art manufacturing facilities located in Hisar and Odisha, equipped with advanced technologies and production capabilities. It achieved a commendable 122.28% return over a 15-month tenure in the Wright Smallcaps Portfolio.
  5. JKLAKSHMI: JK Lakshmi Cement is known for its high-quality cement products that are used in various construction projects across the country. JK Lakshmi Cement continues to contribute to the infrastructure development of the country. It aims to be a trusted partner for construction projects and strives to provide durable and reliable cement solutions. JK Lakshmi was part of the portfolio between October 2020 till May 2021 and yielding a significant 98.19% return.

How is the Wright Research Smallcaps Portfolio made?

When was the Wright Smallcaps Portfolio launched?

Wright Smallcaps Portfolio was launched in September, 2020 following the smallcap rally. It was Wright’s 4th portfolio Sonam Srivastava, Founder, Wright Research narrates the inception of the Wright Smallcaps Portfolio -

The equity markets during 2013–18 witnessed the most spectacular smallcap rally where stocks doubled their value in a matter of days like it was nobody’s business. Smallcap investing is one of the most active investment themes in the Indian markets, with strong smallcap companies being recognized for their worth by institutions & FPIs, and creating breathtaking stories in the process.I sat on the trading floor at a big brokerage house during the last smallcap bull run and saw this from the front seat, every one of us in the market was picking multibaggers and many of us doubled our bonuses by investing in these gems till the rally finally stopped in 2018.In 2020, post COVID, in the recovery rally in the markets, we see a similar rally and I cannot help but dig back my old passion for smallcap strategies to get this flavour. The recent notification of changes in SEBI regulations for mutual funds, calling for greater participation by multi cap mutual funds in smallcaps has also consolidated this rally and hopefully the smallcap upcycle continues in full swing.We have decided to offer a smallcap strategy as a satellite portfolio to not miss out on this irresistible rally.

What is the universe of stocks considered for smallcaps portfolio?

All NSE-listed smallcap stocks meeting minimum criteria in daily traded volume and company market capitalization. Small-cap companies are those that have a market capitalisation of less than Rs 5,000 crore. These companies are relatively smaller in size and have significant growth potential.

How are stocks screened and selected for the smallcaps portfolio?

Wright Smallcaps employs a simple investment strategy looking to maximise return potential by identifying high quality small cap stocks.

Our AI & Quantitative models analyse the stock universe based on several key factors such as intrinsic value, quality, earnings growth, momentum, and low volatility. Employing sophisticated statistical concepts to fine-tune stock selection and optimise performance, 20-25 high-quality stocks are selected aiming for growth while minimising risk exposure.

The criteria for stock selection is as follows:

  1. Intrinsic Value — A measure of what an asset is worth. This is determined based on the economic value added per share and relative value

  2. Quality — Analysis of scores like Piotroski score and ratios like Return on Capital Invested, Solvency ratio etc to determine the Quality metric

  3. Earnings Growth — Focusing on earnings growth, revenue growth & metrics like G score

  4. Momentum — Long term & short term momentum trends, breakouts are used to evaluate this criteria

  5. Low Volatility — Long term & short term volatility are analyzed to determine Low Volatility

    Stocks ranking high on these metrics are selected, the portfolio weights and allocation are also adjusted to add more diversification and reduce portfolio risk. There are two circumstances under which stocks leave the portfolio: either when there are more promising stocks available or when the existing stocks no longer meet one or more criteria for staying in the portfolio.

    How are stocks weighted?

    Our proprietary AI & quantitative models assign optimal weights based on a sophisticated multi factor stock selection model. Adopting a weight scoring approach, smallcap stocks are weighted according to the rank assigned by the AI & Quantitative models. This rank is reviewed & analysed in depth by our Investment Team & the Investment Advisor approves the stocks into the portfolio.

    Our approach ensures multiple checks and balances to craft an optimal portfolio that has high growth potential while minimising risk exposures, demonstrating optimal performance across different market cycles.

    How do you manage risk?

    Wright Smallcaps portfolio is carefully curated to optimize potential returns while minimizing risk. Thanks to our strong focus on quantitative analysis, we employ AI models, the expertise of our investment manager, and advanced statistical analysis to refine our stock selection process and balance risk-reward allocation. We utilize various tools to address risk in a comprehensive manner, which include:

    1. Regime Modeling based Dynamic Adaptiveness - Our philosophy fundamentally incorporates a regime model that leverages Artificial Intelligence to project the market's trajectory over the next month.
    2. Asset Allocation or Diversification - In response to market volatility, we adjust our asset allocation, often opting for safer alternatives like bonds and gold ETFs.
    3. Deallocating in volatile times - We have a policy of reallocating to cash in unstable market conditions to protect our investments.

    Wright Smallcaps portfolio is assessed weekly by the Investment Advisor and Investment Team. This practice ensures that the portfolio's stocks align with our AI and quantitative models, while also keeping an eye on significant market aspects such as volatility, momentum, and other factors, as well as unexpected news or macroeconomic shifts. This ensures the Wright Smallcaps portfolio’s performance is optimized.

    In cases of adverse market conditions or negative developments specific to a stock, regular portfolio reviews allow the Investment Advisor and Investment Team to act quickly, thereby reducing risk exposure to such unfavorable events. Rebalances in such exceptional scenarios are immediately implemented to shield our subscribers from a negative fallout.

    What is rebalancing? How often is the portfolio rebalanced?

    Rebalancing plays an important role in portfolio management to ensure the risk of the portfolio doesn’t increase drastically since risky investments can out-compound conservative ones in the long run. You can also potentially take advantage of selling high and buying low opportunities.

    Rebalance is an update to a portfolio to get best returns. It helps align your portfolio with the portfolio’s investment objective and the asset allocation that was decided by the investment advisor.

    Wright Smallcaps portfolio is reviewed weekly by the Investment Advisor & the Investment Team. Any changes are communicated to our investors immediately before markets open.

    Historically, the majority of portfolio rebalances have happened on a monthly basis, however this can vary depending on market conditions. Our monthly rebalancing approach ensures a well-balanced, up-to-date investment mix with low turnover, which reduces unnecessary transaction costs providing higher return potential.

    So weekly reviews would lead to a high amount of portfolio churn? How does rebalancing at such a high frequency make sense?

    Portfolio review is different from rebalancing a portfolio.

    The Wright Smallcaps portfolio is reviewed weekly by the Investment Advisor & the Investment Team. This is to ensure stocks allocated to the portfolio are aligned with the AI & quantitative models, and the team monitors significant market factors such as volatility, momentum & others along with sudden news announcements, macro economy level changes do not impact the performance of the portfolio.

    Frequent portfolio reviews provide significant inputs into the monthly rebalancing strategy. This way the Wright Smallcaps portfolio remains a well-balanced, up-to-date investment mix with low portfolio churn.We ensure the Wright Smallcaps portfolio is rebalanced on a monthly frequency basis.

    In situations, where there are adverse market conditions or negative stock-specific developments, frequent portfolio reviews enable the Investment Advisor & the Investment Team to react quickly, limiting risk exposure to such negative events. Rebalances in such rare scenarios are sent out immediately to protect our subscribers from a negative fallout.

    Some stocks in the portfolio are up a lot since the time they were added. Should I avoid them?

    No. Any additions or deletions of stocks in the Wright Smallcaps portfolio are decided by the Investment advisor. Frequent portfolio reviews and monthly rebalancing strategy means stocks that needed to be replaced will already have been decided, advised and executed. Any stock that is retained in the portfolio means the stock has potential to grow.

    For example, let’s say a stock in the Wright Smallcaps portfolio is performing well and is up 50%+. It continues to be in the portfolio, this means as a subscriber it should be bought per the constituent weight assigned in the portfolio, along with the other stocks in the portfolio. Please note 50% isn’t an absolute benchmark, and has only been used for illustrative purposes.

    What are the subscription fees for Wright Smallcap Portfolio?

    Subscription fees for the Wright Smallcap Portfolio are as follows:


    Discounted Price

    3 Month



    6 Month



    What other costs will I incur?

    There are a few costs involved over and above the portfolio subscription fees. These costs can vary but can be anywhere from 0.5% to 1% on average for investors. Let’s go through the main ones:

    Brokerage costs

    This depends on the broker you use, from full service brokers such as HDFC Securities, Axis Securities, ICICI Direct to low cost discount brokers such as Zerodha, Upstox, Angel Broking.

    If you do not use a broker, then brokerage account opening costs will also be incurred when you start investing. This is a one time cost, and not a recurring charge. However, depending on your broker you may have yearly maintenance fees, please check with your broker for such details.

    Costs incurred when investing via Smallcase

    When you start investing in Smallcase, an investor has to pay a fee of Rs 100 when starting the first Smallcase. There are no other charges associated with account opening or maintenance. Please check Smallcase for updated information.

    Costs incurred when investing directly via Manual Mode on Wright Research

    There are no additional charges incurred on Wright Research. The only charges are the brokerage costs, STT, DP charges etc.

    Other trading costs

    STT or Securities Transaction Tax is the tax you pay to the government for buying or selling stocks listed on the stock exchange. For equity transactions, the buyer & seller both pay 0.1% of the share value as STT.

    Depository Participant (DP) charges are levied by the depository i.e. Central Depository Services (India) Limited (CDSL) or National Securities Depository Ltd. (NSDL) and the Depository Participant, DP. These charges can vary depending on your DP. For instance, for Zerodha DP charges are applied when shares are sold from the demat account. Zerodha DP charges are Rs. 13.50 +18% GST applicable per day and per stock, irrespective of quantity sold. So selling 100 shares of Tata Motors on any given day would levy DP charges of Rs. 13.50 + 18% GST and selling 1000 shares of Reliance would also levy DP charges of Rs. 13.50 + 18% GST.

    What is the likely tax impact on returns?

    Wright Smallcaps Portfolio typically holds stocks for less than 1 year, but a few top-performers can also be held for greater than 1 year. Therefore, gains will be taxed between Short Term Capital Gains (STCG) & Long Term Capital Gains (LTCG).

    STCG is charged at 15% + cess + surcharge of portfolio gains. LTCG is applicable on portfolio gains in excess of Rs. 1 Lakh and are charged at 10% + cess + surcharge of portfolio gains.

    Let’s take an example in simple terms. If the Wright Smallcaps Portfolio provides short term returns of 25%. Then the short term tax impact is 15% of 25% i.e. 3.75%, giving an after tax short term return of 21.25%.

    Similar calculations would be applicable for long term returns, after adjusting for the Rs. 1 Lakh LTCG exemption. The combined portfolio returns is simply the total gain minus the tax paid for both STCG & LTCG. This number divided by the total invested amount is the net return.

    Looking to invest in Small Caps during the ongoing market rally? Start investing with Wright Smallcaps Smallcase.
    Explore Now

    How to Start Investing in Wright Smallcap Portfolio?

    How can I invest directly in Wright Smallcap Portfolio?

    Wright Research has a manual mode enabling you to invest in the stocks directly without using the smallcase interface. The process is as follows:

    1. Visit the Wright Smallcaps portfolio page . Click on “Get Started”

    2. If the user is not logged it, the page will prompt you to login/signup. Post sign up enter your basic details, complete your basic risk profiling

    3. All trades by default run through the smallcase interface. To do this manually, click on the Profile icon and select “Switch to Manual Based” mode

    4. Click on “Subscribe Now” to proceed with subscription

    5. Read through the Investment Advisor agreement and enter OTP details to accept the agreement

    6. Select the payment plan that you are comfortable with and make the payment

    7. Once you have subscribed, you will have access to the portfolio, its constituents and sector allocation

    8. Here's a video guide to the manual subscription process

      How can I invest in Wright Smallcap on Smallcase?

      The process of investing in the Wright Smallcap Smallcase is as follows:

      1. Open a Brokerage Account: Smallcase is partnered with several leading brokers. You'll need to open a demat and trading account with one of these brokers such as Zerodha, Upstox, ICICI Direct, etc.

      2. Visit the Smallcase Platform: Once your brokerage account is set up connect it to your smallcase account by visiting the Smallcase platform.

      3. Select the Smallcase: In this case, you're interested in the Wright Smallcap Smallcase . You will be able to search for this specific Smallcase on the platform.

      4. Review and Purchase: Review the Smallcase to understand what it contains and if it aligns with your investment goals. If you decide to go ahead, you can buy Wright Smallcaps Smallcase directly on Smallcase.

      5. Monitor and Manage Your Investment: After purchasing, you can monitor the performance of your Smallcase on the platform. You can also choose to rebalance the Smallcase as per the suggestions provided by the investment advisor you have subscribed to or add/remove individual stocks as per your preference.

        Can I invest in Wright Smallcaps Smallcase directly from this website?

        Yes, simply visit the Wright Smallcaps portfolio page and click on “Get Started”. The process is as follows:

        1. Visit the Wright Smallcaps portfolio page . Click on “Get Started”

        2. If the user is not logged it, the page will prompt you to login/signup. Post sign up enter your basic details, complete your basic risk profiling

        3. All trades by default run through the smallcase interface. Click on “Subscribe Now” to open the Smallcase gateway flow

        4. Choose the broker that you have registered with. If you haven’t registered with a broker, then you will need to setup a demat account with a broker to invest in Smallcase or in the Equity markets in general

        5. After logging in with your broker, you enter your basic contact information

        6. Complete your risk profile on the smallcase interface

        7. Provide KYC details such as Pan Card to complete your registration and select the payment plan that you are comfortable with

        8. Proceed to sign the Investment Adviser Agreement and make the subscription payment

        9. Once you have subscribed, you will have access to the portfolio and its constituents. You will see the recommended orders when you click “Invest Now” - you can choose the investment amount and also customize the orders

        10. Upon confirmation, orders will be placed in your brokerage account.

        11. Once the orders are placed, you will be able to see the portfolio in the second fold of the page

        12. Here’s a video giving you a walkthrough of investing in a smallcase directly from Wright Research

          Should I invest lumpsum or SIP into the portfolio?

          Investing in a portfolio through either a lumpsum investment or a systematic investment plan (SIP) depends on various factors. Here are some things to consider while deciding:

          1. Market Conditions: When markets are low or at fair valuation, a lumpsum investment can be a good choice as it allows you to lock in low prices. If markets are at a high, then SIPs can help average out costs over time.

          2. Risk Tolerance: If you are uncomfortable with the idea of investing a large sum of money at once, an SIP can help reduce the anxiety associated with market volatility by allowing you to invest smaller amounts over a period of time.

          3. Cash Availability: If you have a large sum of money readily available, and you are confident about your investment decision based on your research, lumpsum investment might be a good option. On the other hand, if you have a regular income and wish to invest a fixed amount every month, an SIP could be more suitable.

          4. Investment Horizon: For long-term goals, SIPs are often recommended as they take advantage of market fluctuations over time, a concept known as rupee cost averaging. Lumpsum investments can also be beneficial for long term goals, especially when entered at a time of lower market valuations.

          5. Discipline: SIPs enforce a disciplined approach to investing, ensuring regular investments regardless of market conditions. This can be useful if you find it difficult to save and invest regularly.

            Is there a minimum investment amount to invest for the Smallcase portfolio?

            Yes, there is a minimum investment amount when you invest in the Smallcase portfolio. However, the amount is not fixed and can vary based on when you're investing.

            The minimum investment amount is determined by the sum of the minimum investment amounts of each individual stock in the Smallcase portfolio. The minimum investment amount for a stock is the price of one share. Therefore, the minimum investment for the portfolio is the sum of the price of one share of each stock in the Smallcase.

            Remember to check the minimum investment amount of the Smallcase you're interested in before investing. The same minimum investment criteria for the Smallcase, is applicable when investing directly on Wright Research as well.

            Is there a maximum investment amount suited for the Wright Smallcaps portfolio?

            There's no specified maximum investment amount when investing in the Smallcaps portfolio directly or on Smallcase. You can invest as much as you wish, depending on your investment goals, risk tolerance, and financial condition.

            Additionally, no matter the amount, it's essential to consider diversification and not put all your investment into one portfolio or even one type of asset. Different investments carry different levels of risk, and diversifying your portfolio can help manage that risk.

            How will I know when to rebalance my smallcase portfolio?

            You will be notified via email, whatsapp push notifications or in-app notification depending on what permissions were provided when you subscribed to the portfolio directly on our website or on smallcase.

            These rebalances are not applied automatically. Once notified, you should ideally update your portfolio per the recommended rebalance at the earliest. If you miss or skip a rebalance, your portfolio will vary from the original portfolio that has been designed by the Investment Manager.

            There is no time limit on rebalancing your portfolio even if you miss or skip it. You can always update your portfolio to the latest rebalance. However, skipping a rebalance or multiple rebalances will lead to deviations in returns. Upon updating in such scenarios you could incur additional expenses or losses since the market dynamics may changed from when the rebalances were published.

            My smallcase investment is down in the last 1 week / 1 month / 3 months – Can I get a refund?

            No, there is no refund.

            Investing in the stock market involves inherent risks and rewards, and there's no guarantee of profits or protection from losses. As such, you cannot get a refund for your subscription fees or for your investments in Smallcase or on Wright Research directly, or in any stock market investment for that matter, just because the value has gone down.

            Equity strategies are risky. Such portfolio strategies will see drawdowns depending on market conditions. Investments in the stock market should be considered for the long term, as short-term market fluctuations are normal and expected. The value of your investment can go up and down over time, and it's possible to experience losses. If you cannot tolerate such drawdowns, do not invest in this portfolio.

            It's essential to carefully consider your investment decisions and your risk tolerance before investing. If you're uncertain about your investment decisions, consider seeking advice from a financial advisor or investing professional. Always remember to only invest money that you can afford to lose without significantly affecting your lifestyle.

            I have a large investment appetite. Do you have AUM based investing strategies?

            Yes, Wright Research has AUM based investing strategies. The underlying portfolio will remain the same, but the fees will be deducted based on the AUM portfolio’s specific pricing. To learn more about larger investment appetites or to invest in AUM based investing strategies, you can reach out to us at .

            If you are looking to invest above Rs. 50 Lakhs per the portfolio management route, then please visit our portfolio management services for more information.

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