I like your simplicity and transparency in videos. Liked your website and smallcase product a lot. I already committed to weekend investing, teji mandi and gulaq 6 portfolios.. My next funds going to be to Wright Momentum for sure..
@@WrightResearchHQ mam can you postpone Alpha prime rebalance date as 13 Feb bcz today alpha is down 4 % so that and alpha will recover it within 1 week
@@WrightResearchHQ if rebalance come and that time portfolio is going down in that situation we'll do rebalance..... we lost our capital.... plz ....... reply
Very well replied and clarified all the basic and important queries which generally come to our serious investor's mind. Feeling more confident to continue to remain invested in your 3 schemes which I have subscribed. All the best.
Good Thoughts Sonam, The right way to deallocate is to % market decline x Beta of the PMS strategy deployed and not really the linear 1-1 model as Beta will be a better measure of your embedded risk
Thank you for your kind words. You can reach out to our team by either sending us an email at info@wrightresearch.in or visiting one of our portfolios here www.wrightresearch.in/portfolio-management-service/ and clicking on the get started link to drop your details in the form.
Thanks for the question. PMS would usually have better returns since its more actively managed, which means the team can take calls to buy or sell stocks before (after, in between) the rebalance dates.
Hello Ma'am, I'm a subscriber of Alfa Prime. In your video, you mentioned buying PUT options during times of risk at 10:13. However, I haven't activated F&O in my trading account. Should I contact my broker to enable F&O? Also, can Buying Call and Put options be executed through smallcase? Looking forward to your guidance.
Typically, we have seen as the investment amount increases, the transaction costs with online platforms will also increase as you will only be able to execute using market orders and not limit orders. In addition to this, while the subscription cost is low, deploying 20L+ in one go in the market can also be tricky. Ideally you may want to deploy it over a span of a few weeks depending on the market conditions. There are a few more reasons, but these are the 2 main ones.
We offer 3 fee structures - Flat fee of 1% of AUM, Fixed hurdle of 10% with 10% profit sharing and then a variable hurdle with 10% profit sharing. You can reach out to our team at info@wrightresearch.in to get more clarity.
mam, I have a small question can we do SIP in alpha prime after investing a lump sum amount in starting.. if yes when to infuse that SIP amount each month?
Yes, you can based on your risk tolerance. SIP can be targeted on the rebalance days which are usually on the first of the month or the first monday of the month for most of our smallcases. For alpha prime, you will need to keep an eye on the weekly rebalances and reviews as well. Practically we do rebalances once every 2 to 3 weeks. This means you can try to target the mid of the month as well.
AIF is part of our long term goal. For now we have PMS & our smallcases. PMS accounting naturally is at our end and nothing the customer has to worry about.
I like your simplicity and transparency in videos. Liked your website and smallcase product a lot. I already committed to weekend investing, teji mandi and gulaq 6 portfolios.. My next funds going to be to Wright Momentum for sure..
Awesome! Thank you for your feedback and we look forward to welcoming you to the Wright investor family as well!
Pl give a weekly update about your small cases and the future outlook, this will help us put in more money into the small cases.
We will try to do this in the coming week. Our smallcase & PMS live updates are usually targeted for the mid of the month.
Thanks .. I did rebalance in momontim stock which have 10 stock
Great 👍. That is the alpha prime portfolio!
beautiful content!!! give some insight about a daily routine of your team at wright research
Please provide rebalance update one day before the update or atleast 3 to 4 hour before the market open.
😂😂
All rebalances are available the night before. Smallcase pushes this out in the following morning.
@@WrightResearchHQ mam can you postpone Alpha prime rebalance date as 13 Feb bcz today alpha is down 4 % so that and alpha will recover it within 1 week
@@WrightResearchHQ if rebalance come and that time portfolio is going down in that situation we'll do rebalance..... we lost our capital.... plz ....... reply
Very well replied and clarified all the basic and important queries which generally come to our serious investor's mind. Feeling more confident to continue to remain invested in your 3 schemes which I have subscribed. All the best.
Glad you enjoyed it!
Good Thoughts Sonam, The right way to deallocate is to % market decline x Beta of the PMS strategy deployed and not really the linear 1-1 model as Beta will be a better measure of your embedded risk
Definitely an interesting thought. We will share it with the team.
Awesome, this was a really great video, I have full faith in you and want to start investing in your PMS, where can we get in touch with you..???
Thank you for your kind words. You can reach out to our team by either sending us an email at info@wrightresearch.in or visiting one of our portfolios here www.wrightresearch.in/portfolio-management-service/ and clicking on the get started link to drop your details in the form.
Rebalance or Exit from a stock should be need based and not periodic.
Planning to start investment how to connect with wright research over call.
You can reach out to our team at info@wrightresearch.in to get more details.
Are returns better in PMS or Smallcase (disciplined investor executing rebalancing immediately)??
Anoop ji.. Your question is very much relevant.. I also have the same query.
Thanks for the question. PMS would usually have better returns since its more actively managed, which means the team can take calls to buy or sell stocks before (after, in between) the rebalance dates.
After rebalance some stocks has been added with very high PE will that stocks sustainable
I am referring to alpha small case
Mam, Alpha Prime smallcase ke andar paisa Lumpsum dalna Sahi Rahega ya SIP Se dalna Achcha rahega
SIP is usually advised for most equity products since you can average out.
Super video and thank you for taking up these questions which I too have in my mind ❤
Glad it was helpful!
Hello Ma'am, I'm a subscriber of Alfa Prime. In your video, you mentioned buying PUT options during times of risk at 10:13. However, I haven't activated F&O in my trading account. Should I contact my broker to enable F&O? Also, can Buying Call and Put options be executed through smallcase? Looking forward to your guidance.
Option is not required for smallcase subscribers. That is only for PMS.
Option buying strategies are for our PMS portfolios and not for our smallcases.
nice content and very beautifully answered 💗
Glad you liked it!!
What is the max amount i can invest in wright momentum smallcase?In one of the video Sonam mentioned to have max 20Lakh. Can someone elaborate it
Typically, we have seen as the investment amount increases, the transaction costs with online platforms will also increase as you will only be able to execute using market orders and not limit orders. In addition to this, while the subscription cost is low, deploying 20L+ in one go in the market can also be tricky. Ideally you may want to deploy it over a span of a few weeks depending on the market conditions.
There are a few more reasons, but these are the 2 main ones.
What is your PMS fee and commission ?
We offer 3 fee structures - Flat fee of 1% of AUM, Fixed hurdle of 10% with 10% profit sharing and then a variable hurdle with 10% profit sharing. You can reach out to our team at info@wrightresearch.in to get more clarity.
I am fan of didi, if i had that much money i definitely choose her.
Great. You can start with our smallcase and mutual fund baskets till you get to the PMS amount.
mam, I have a small question can we do SIP in alpha prime after investing a lump sum amount in starting.. if yes when to infuse that SIP amount each month?
Yes, you can based on your risk tolerance. SIP can be targeted on the rebalance days which are usually on the first of the month or the first monday of the month for most of our smallcases.
For alpha prime, you will need to keep an eye on the weekly rebalances and reviews as well. Practically we do rebalances once every 2 to 3 weeks. This means you can try to target the mid of the month as well.
@@WrightResearchHQ Thanks for your prompt response.
Do you plan to start a AIF. PMS accounting is a headache. AIF with nav becomes more like a mf
AIF is part of our long term goal. For now we have PMS & our smallcases. PMS accounting naturally is at our end and nothing the customer has to worry about.
Is it best time to invest in alpha with 3 lakhs
No time like the present. But invest for the long term
what is the minimum amount with which I can join pms
It's 50 lac
50 lakh
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Hi After initial few minutes sound doesn't come then it comes@@WrightResearchHQ
Urgently need to connect. Please guide
Hey reach out to us info@wrightresearch.in
What is your forcast about next recession? It is one of the biggest risk of 2024-2025.
What is your organisation? Who is there after Sonam?
We have a team of 15 members. You can look at the team in detail in the about us section of the website.
No audio bt 2-3 mins
Yes edited to remove those parts. Will reflect in some time.
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No audio for 3 to 5 minutes.
Yes edited to remove those parts. Will reflect in some time.
Aap Hindi me channel banaiye samjhi hamlog samjh nahi aata hai English
Mam plz improve videos quality
Thank you for your feedback.
Mam pl speak in Hindi
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We have fixed it. Please have a look again. Thanks!