Wryght Research and Capital Pvt Ltd – Portfolio Management Services (PMS)

Wright Research's Portfolio Management Service (PMS) stands as a testament to our commitment to delivering superior investment solutions, tailored to individual client needs. Nestled at the intersection of technology and finance, our PMS is a beacon of innovation in the Indian investment landscape. Harnessing the power of advanced quantitative algorithms, our PMS meticulously curates portfolios, prioritizing consistent growth and capital preservation. We utilize factor investing, regime models, expert execution techniques, and momentum investing to strategically position our clients' assets in the dynamic public stock market of India. This ensures that each investment is optimized for both the current market scenario and the individual client's risk profile.Our proprietary regime models act as a powerful compass, offering insights into broader market conditions. This adaptability ensures that our strategies remain nimble, capitalizing on opportunities while also building defensive stances against potential downturns. The emphasis on turnover optimization further ensures that our investment moves are cost-efficient, protecting and enhancing the net returns for our clients.Furthermore, Wright Research's PMS goes beyond just portfolio creation. We believe in forging a transparent relationship with our clients. Regular performance reports, insights into our investment moves, and a dedicated client servicing team ensure that our clients are always in the loop, making them not just investors but informed partners in the wealth creation journey.

AUM (₹ Cr)

292.11

Clients

479

Strategies

3

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

Wryght Research and Capital Pvt Ltd Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
Alpha Fund Multi Cap & Flexi Cap -30.68% Aug 2023
Factor Fund - Hedged Multi Cap & Flexi Cap -17.16% Aug 2023
Factor Fund Multi Cap & Flexi Cap -13.55% Aug 2023

Past performance is not indicative of future results. Returns are subject to market risks.

Portfolio Managers & Fund Management Team

Ms Sonam Srivastava

Fund Manager

Sonam Srivastava is the founder of Wright Research, an India-based Robo-advisor and Portfolio Management Service, where she creates data-driven portfolios out of her deep passion for quant finance.Wright Research is a wealth creator in the digital space that uses scientific data-driven methods to tactically extract opportunities across assets in the public markets to grow clients’ wealth. Wright functions as SEBI registered Robo advisor and is among the most popular advisors among millennial investors with more than 50000 lifetime clients and 300 crore+ assets. Wright Research has delivered a 90% + outperformance over the index in the last 3 years. She has 10+ years of experience in investment research and portfolio management, working on systematic strategies, long-short strategies, and algorithmic trading. She started her career in the field with Mumbai-based Forefront Capital, acquired by Edelweiss. At Edelweiss, she worked as an algorithm designer at Edelweiss's institutional equity broking desk. After that, she worked at HSBC Europe as a quant building factor-driven portfolio solutions. Before starting Wright Research, she also worked at Qplum, doing portfolio management at the artificial intelligence-driven Robo-advisor. She graduated from IIT Kanpur with a master’s in financial engineering from Worldquant University. She is a globally recognized researcher and works as a visiting faculty as AI in Finance Institute New York and BSE Institute Limited

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Regulatory Information

SEBI Registration: INP000007979

Registered Office: 103 Shagun Vatika Prag Narayan Road Lucknow 226001

Disclaimer

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Last Updated: December 2025 · Published by Affluense AI (affluense.ai)