For SEBI-Registered Investment Advisers, Model Portfolio Creators & Research-Driven Wealth Professionals
This group is for professionals and firms offering deep-research-based investment advice, model portfolios, and long-term wealth strategies — especially those using scientific, thematic, or global frameworks.
• Challenges Faced by Research-Led Advisors:
• Low Visibility Among Investors despite strong research
• Lack of Verified Platforms to distribute model portfolios or explain strategy clearly
• Regulatory Limitations on mass marketing of investment advice
• Fragmented Communication Channels with brokers, investors, and financial intermediaries
• Limited Media Access for thought leadership or commentary on economic events
 How VRight Exchange Helps:
• Dedicated Company Page to present strategies, thought pieces, and basket performance (e.g., Smallcase links)
• Webinar & Event Integration to explain new models and host investor briefings
• Distribution Visibility among brokers, sub-brokers, and wealth managers
• Research Publication Tools to share outlooks, whitepapers, and thematic ideas
• Engage Analysts & Media via platform-driven Q&A, quotes, and industry commentary
• Connect with Verified Stakeholders across the capital market value chain
 Ideal Members:
• SEBI-Registered Investment Advisers (RIAs)
• Portfolio strategy firms (e.g., Smallcase creators)
• Model Portfolio & PMS Research Teams
• Financial strategists with a global/macro framework
• Wealth professionals with a differentiated research edge
• Deliver serious value. Reach serious investors. Collaborate without noise.
Join the Scientific & Strategic Portfolio Advisors group on VRight Exchange today.