How do I subscribe via smallcase?

Go to our smallcase page https://wrightresearch.smallcase.com/ Click on the subscribe now button next to chosen smallcase, enter your general details, KYC details. risk profile and finally make the payment relating to the subscription.

I am a subscriber, how do I invest via smallcase?

Once you have subscribed, go to the smallcase link. Click on Subscribe now > Login with broker, use the broker ID with which you have subscribed to this smallcase. Once logged in, you will get the option to invest in the same.

What are the details that you need for KYC?

Full Name, Phone Number, Email ID, PAN Card Number, Location (Broker Name, Brokerage ID if you want to integrate to execution via our partners)

What is risk profiling?

Risk profiling is a process that professional advisers use to help determine the optimal levels of investment risk for clients. Risk profiling aims to identify a client's level of required return, and therefore risk, to meet their investment objectives; their risk capacity and; their tolerance to risk.

How does Wright Research do Risk profiling?

Details of Wright Research's risk profiling methodology are found here: https://www.wrightresearch.in/blog/risk-profiling.

Which regulations is Wright Research complaint to?

We are compliant to SEBI Registered Investment Advisor regulations.

What are SEBI RIA regulations?

Details about SEBI investment advisory regulations can be found here : https://www.sebi.gov.in/legal/regulations/jan-2013/securities-and-exchange-board-of-india-investment-advisers-regulations-2013-last-amended-on-july-03-2020-_34619.html

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