How to Read a PMS Performance Report: Alpha, Sharpe Ratio & Drawdown Explained
by Siddharth Singh Bhaisora5 min read
Siddharth Singh Bhaisora
Chief Marketing & Growth Officer | Wright Research
: Infographic showing how different return calculation methods — CAGR, XIRR, and TWRR — produce varying results for the same PMS portfolio in India, illustrating why cross-provider comparisons can be misleading
29 April 2026
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Portfolio Construction for Moderate-Risk Investors: Building Balanced Equity Portfolios in India
by Siddharth Singh Bhaisora5 min read
Siddharth Singh Bhaisora
Chief Marketing & Growth Officer | Wright Research
60–70% equity. 20–30% fixed income. 5–7% gold. Wright Research explains why this portfolio construction works for India's balanced investor.
13 April 2026
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Portfolio Construction for Moderate-Risk Investors: Building Balanced Equity Portfolios in India
by Siddharth Singh Bhaisora5 min read
Siddharth Singh Bhaisora
Chief Marketing & Growth Officer | Wright Research
60–70% equity. 20–30% fixed income. 5–7% gold. Wright Research explains why this portfolio construction works for India's balanced investor.
13 April 2026
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Factor Investing for Capital Protection: How Low-Volatility & Quality Factors Reduce Portfolio Risk
by Siddhart Singh Bhaisora5 min read
Siddharth Singh Bhaisora
Chief Marketing & Growth Officer | Wright Research
A ₹5cr portfolio down 40% needs 67% to recover. Down 20%, it needs 25%. Wright Research shows how factor investing changes this math in India.
06 April 2026
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Is Your Portfolio Still Too Conservative? Signs It's Time to Take More Calculated Risks
by Wright Research5 min read
Equity delivers 12–15% vs 6.5% for debt over 10 years. If your mutual funds portfolio leans conservative, Wright Research can help you recalibrate.
24 March 2026
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Is Your Portfolio Still Too Conservative? Signs It's Time to Take More Calculated Risks
by Wright Research5 min read
Equity delivers 12–15% vs 6.5% for debt over 10 years. If your mutual funds portfolio leans conservative, Wright Research can help you recalibrate.
24 March 2026
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PMS Without the Volatility: How Defensive Portfolio Strategies Protect and Grow Wealth
by Wright Research5 min read
Not all portfolio management services protect capital. Wright Research breaks down how defensive PMS strategies limit downside and build long-term wealth.
18 March 2026
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A Deep Dive into Margin Trading for Indian Investors in 2026: Smart or Risky?
by Naman agarwal5 min read
₹1.2 lakh Cr MTF boom fuels 4x gains in bull runs, but 91% lose to margin calls & crashes. Strategies and risks decoded. Is leverage your edge or end?
11 March 2026
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How Margin Funding (MTF) Works and Its Role in India’s Retail Boom
by Naman agarwal5 min read
Leverage is powering India’s retail boom. Understand how margin funding really works, why outstanding MTF has exploded, and how borrowed money is driving today’s blockbuster rallies.
09 March 2026
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How To Measure Risk–Return Efficiency in a Multi Asset Portfolio
by Wright Research5 min read
Learn how risk–return efficiency works in a multi asset portfolio using the Sharpe ratio to improve allocation and long-term outcomes.
26 February 2026
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How To Measure Risk–Return Efficiency in a Multi Asset Portfolio
by Wright Research5 min read
Learn how risk–return efficiency works in a multi asset portfolio using the Sharpe ratio to improve allocation and long-term outcomes.
26 February 2026
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How To Measure Risk–Return Efficiency in a Multi Asset Portfolio
by Wright Research5 min read
Learn how risk–return efficiency works in a multi asset portfolio using the Sharpe ratio to improve allocation and long-term outcomes.
26 February 2026
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The Hidden Cost of Holding Too Many Mutual Funds
by Wright Research5 min read
Discover how an overcrowded mutual fund investment portfolio can hurt returns, increase costs, and weaken long term mutual fund portfolio performance.
17 February 2026
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How To Measure Risk–Return Efficiency in a Multi Asset Portfolio
by BB5 min read
Learn how risk–return efficiency works in a multi asset portfolio using the Sharpe ratio to improve allocation and long-term outcomes.
03 February 2026
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How To Measure Risk–Return Efficiency in a Multi Asset Portfolio
by BB5 min read
Learn how risk–return efficiency works in a multi asset portfolio using the Sharpe ratio to improve allocation and long-term outcomes.
03 February 2026
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Factor Models Across Regime Shifts and Its Impact
by BB5 min read
Learn how factor models respond during regime shifts and what you should consider when relying on factor investing across market cycles.
27 January 2026
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Mutual Fund Portfolio Health Score: Measure Quality Of Your Portfolio & Investments
by Siddharth Singh Bhaisora5 min read
Understand the Mutual Fund Health Score, a 0–100 gauge that blends returns, risk, costs and consistency to rate fund quality and your overall portfolio health.
08 October 2025
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Portfolio Risk Management 2025 | Advanced Strategies
by BB5 min read
Advanced 2025 portfolio risk management tips to handle market volatility, inflation, and macro uncertainties while pursuing steady growth.
25 September 2025
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Mutual Fund Risk Profiling: Why It Matters
by BB5 min read
Wright Research explains mutual fund risk profiling so you can align investments with your goals and stay stress-free
15 September 2025
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How to Calculate Your Investment Risk Profile
by BB5 min read
Ready to match investments to your comfort? Find your investment risk profile and plan ahead with Wright Research guidance.
09 September 2025
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What 40 Years of Data Tells Us About Market Crashes, Drawdowns & Recoveries?
by Siddharth Singh Bhaisora5 min read
Large stock drawdowns are common in long-term investing. Learn how long recoveries take, when to worry, and why some crashes lead to major comebacks.
15 June 2025
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The IndusInd Saga 2025 : A Wake-Up Call on Derivative Risks
by Naman Agarwal5 min read
IndusInd Bank faces a ₹1,500 crore loss due to a derivatives hedging lapse, impacting its financials and stock price. Will RBI intervene? Read more.
15 March 2025
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How AI Generated Images & Deepfakes Are Impacting the Stock Market
by Naman Agarwal5 min read
Discover how AI is impacting the stock markets. Learn its dark side , positives , measures to avoid them , regulatory changes and how its different from traditional investing.
14 February 2025
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The Importance of Continuous Monitoring in Financial Risk Management for Investments
by Alina Khan5 min read
Continuous monitoring in investments acts as an early warning system, helping you identify and manage risks before they impact your portfolio. Learn how to implement it effectively.
07 February 2024
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Unlocking Passive Income: Exploring Real Estate Investment Trusts (REITs)
by Alina Khan5 min read
REITs offer a way to invest in real estate and earn income without the hassle of property management. Learn the benefits, risks, and how to choose the right REIT for you.
05 February 2024
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Risk Management with Candlestick Patterns: A Comprehensive Guide
by Alina Khan5 min read
Learn how these patterns, rooted in 18th-century Japan, offer insights into market sentiment and future movements, enabling traders to make informed decisions.
22 January 2024
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Risk Management Strategies in Financial Management: Assessing, Mitigating, and Hedging Risks
by Alina Khan5 min read
"Delve into effective risk management strategies for financial markets in India. This article explores key approaches for managing market, credit, operational, and liquidity risks, offering insights for businesses and investors on navigating uncertainties.
04 December 2023
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Understanding Mutual Fund Risks: A Comprehensive Guide for Investors in India
by Alina Khan5 min read
Identify the different types of risks involved when investing in mutual funds in India, such as market risk, interest rate risk etc.Get unique insights into managing these risks through diversification, risk assessment, a long-term perspective, regular monitoring, and professional advice,.
10 November 2023
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Building a High Risk, High Return Portfolio: A Step by Step Guide
by Akashdeep Bhateja5 min read
Comprehensive guide to high-risk, high-return investing - understand the methodology of constructing a robust alpha portfolio, and understand the critical considerations and strategies to aggressive investing. High-growth sectors, asset allocation, risk management, & more to strategize investments.
17 October 2023
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Find Out What Portfolio Risk Is & How to Reduce It
by Alina Khan5 min read
Explore the intricate dynamics of portfolio risk, the various types, and the art of risk management. From asset allocation to diversification, learn how to calculate and mitigate potential financial loss. Discover tools, examples, and strategies to navigate the investment landscape, balance returns.
14 August 2023
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What is Standard Deviation in Mutual Fund and How Does it Help in Portfolio Management?
by Alina Khan5 min read
Uncover the significance of Standard Deviation in mutual fund investments and its impact on portfolio management. This comprehensive guide explains how this statistical tool measures volatility, assists in diversification, and aids in making informed investment decisions. Read now!
28 July 2023
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Understanding the types of Risk Profiles
by Alina Khan5 min read
Explore different risk profiles in investments. Understand how risk tolerance shapes your financial decisions for a secure investment journey. Read more
24 June 2023
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26 February 2023
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Bye 2022. You wont be missed!
by Sonam Srivastava5 min read
We had big hopes for you 2022, but needless to say, you turned out to be one of the craziest years for investors. Here’s looking back at 2022 - obviously with memes!
25 December 2022
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Overvaluation, Rate Hikes and What Looks Attractive?
by Sonam Srivastava5 min read
Our market has been the most robust over the last year and is at a much higher valuation multiple than many emerging markets. Is this a concern during global recessionary fears.
11 December 2022
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India vs Emerging Markets
by Sonam Srivastava5 min read
India has left behind the emerging market by a wide margin over the past few years in terms of stock market growth rate. But are we also over-valued?
04 December 2022
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Multi Factor Investing: Strategies, Benefits, & Best Multi-Factor ETFs
by Sonam Srivastava5 min read
Find out how multifactor investing can help you to enhance your portfolio by exploring strategies, benefits and the top multi-factor exchange traded funds in India.
20 November 2022
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This week in investing memes
by Sonam Srivastava5 min read
Let’s unwrap the market with some charts and some high-quality memes!
13 November 2022
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Investor Questions Answered - Diwali Edition
by Sonam Srivastava5 min read
Diwali is a season that brings in luck! Where should we invest this Diwali and what to look out for in the next year? Find out…
23 October 2022
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Investor Questions Answered - Diwali Edition
by Sonam Srivastava5 min read
Diwali is a season that brings in luck! Where should we invest this Diwali and what to look out for in the next year? Find out…
23 October 2022
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Market Volatility Decoded
by Siddhart Agarwal5 min read
In this week’s blog post, we try to analyze the distinct reasons that alarmed the markets in the past 5-7 trading sessions. We also attempt to highlight a silver lining among this chaos and conclude with a performance report of our portfolios.
30 January 2022
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Risk Management at Wright Research
by Sonam Srivastava5 min read
Learn how to manage risk effectively. Our comprehensive guide covers key strategies and insights to navigate the complex world of financial risk.
01 October 2021
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Risk Management at Wright Research
by Sonam Srivastava5 min read
Learn how to manage risk effectively. Our comprehensive guide covers key strategies and insights to navigate the complex world of financial risk.
01 October 2021
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Regime Modeling
by Sonam Srivastava5 min read
One of the underlying principles of our investment philosophy is that the markets do not always stay the same.
30 September 2021
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How to handle panic in the markets?
by Sonam Srivastava5 min read
The crash in Adani stocks on Jun 14th shook our portfolios, In this post we talk about this scenario and how we handled it.
27 June 2021
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What happens to your momentum portfolio in times of risk?
by Sonam Srivastava5 min read
As the subscribers are growing in our high risk high return momentum portfolio, there are increasing number of investor queries and concerns about what happens to these portfolios in the times of risk.
10 June 2021
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How much do you pay for your Wright portfolio?
by Sonam Srivastava5 min read
The Wright Research portfolio look extremely attractive when you look at our smallcase pages but there costs built in. In this post we explore how much the performance decreases due to costs.
23 May 2021
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Investor Risk Profiling
by Team Wright5 min read
A risk profile is an evaluation of an individual’s willingness and ability to take risks. A risk profile is important for determining a proper investment asset allocation for a portfolio.
16 May 2020
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Investor Risk Profiling
by Team Wright5 min read
A risk profile is an evaluation of an individual’s willingness and ability to take risks. A risk profile is important for determining a proper investment asset allocation for a portfolio.
16 May 2020
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Portfolio Optimization Methods
by Sonam Srivastava5 min read
Unlock Portfolio Optimization: Methods, Risk Parity equation, Examples. Discover best techniques at Wright Research for optimizing your investment portfolio.
09 January 2020
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