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

Wright Research's Portfolio Management Service (PMS) offers sophisticated investment management designed to meet the distinct requirements of each client. Our PMS leverages technological advancements within the financial sector, distinguishing itself through innovation in the Indian investment ecosystem. Employing sophisticated quantitative methodologies, we construct portfolios with a dual focus on achieving sustained capital appreciation and safeguarding invested capital. Our approach integrates factor-based strategies, regime-dependent modeling, expert trade execution, and momentum principles to strategically allocate client assets within India's actively traded equity markets. This ensures that investment decisions are optimized for prevailing market conditions and aligned with individual client risk tolerances. Our in-house regime models provide critical intelligence on macroeconomic trends, enabling our strategies to remain agile. This adaptability allows us to capitalize on emerging opportunities while concurrently implementing defensive measures to mitigate potential market volatility. Furthermore, a dedicated focus on optimizing portfolio turnover contributes to cost-effectiveness, thereby enhancing net returns for our clients. Beyond portfolio construction, Wright Research's PMS emphasizes cultivating transparent client relationships. Clients receive consistent performance updates, detailed explanations of our investment decisions, and dedicated support from our client service personnel, fostering informed participation in their wealth accumulation process.

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, a seasoned professional with over a decade of experience in investment research and portfolio management, founded Wright Research. This India-domiciled entity operates as a SEBI-registered Robo-advisor and Portfolio Management Service (PMS). Wright Research is dedicated to wealth creation in the digital domain, employing scientific, data-driven methodologies to identify and capitalize on opportunities within public markets across various asset classes for client benefit. The platform has garnered significant traction, particularly among millennial investors, serving over 50,000 clients and managing assets exceeding ₹300 crore. Over the past three years, Wright Research has demonstrated strong performance, achieving an outperformance of over 90% relative to its benchmark index. Ms. Srivastava's expertise encompasses systematic strategies, long-short strategies, and algorithmic trading. Her career began at Forefront Capital in Mumbai, which was subsequently acquired by Edelweiss. Within Edelweiss, she contributed as an algorithm designer on the institutional equity broking desk. She further honed her quantitative skills at HSBC Europe, developing factor-driven portfolio solutions. Prior to establishing Wright Research, she was involved in portfolio management at Qplum, an artificial intelligence-driven Robo-advisor. Ms. Srivastava holds a master's degree in Financial Engineering from Worldquant University and is an alumnus of IIT Kanpur. She is recognized globally as a researcher and contributes as visiting faculty at the 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

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice, nor should it be considered a recommendation. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

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