Tailored for you!

Each investor is unique. Before we start with the advisory, it is important that we know your expectations & needs!

For this we need to know some basic details about you, along with your KYC details and your risk profile.

Risk Profiling

If you wish to use any of our partner websites for onboarding, you can provide these details on those websites.

Investor Risk Profiles

Our risk profiling method is a process for finding the optimal level of investment risk for your client by balancing their risk required, risk capacity and their individual risk tolerance. We broadly categorize investors into 5 risk profiles:

  • Very Conservative investors whose priority is preservation of capital and who do not wish to take investment risk
  • Moderately Conservative investors who are willing to take some risk but the priority is preservation of capital
  • Balanced investors who have understanding of the markets and are willing to take short term risk for long term capital growth
  • Assertive investors who understand the markets and are interested in maximizing long term capital growthk
  • Aggressive you are willing to sacrifice your capital for the highest long term capital growth

To know more about our risk profiling, read our risk profiling guide


Tailored Plans

Core Portfolios

Core funds are designed to constitute the essential elements of your overall investment portfolio. Our portfolios cater to these risk profiles:


Thematic Portfolios

Thematic funds are designed to get the benefit of a particular theme of investment.


Alternative Portfolios

Alternative funds are designed for very high risk customers only. They are leveraged derivative portfolios.


Fee

Welcome to Wright!

We are dedicated to help you invest better using our superior research backed portfolios.

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