Provides long-term capital appreciation with an equal importance on risk management to safeguard investor capital.
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3Y annualised returns
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Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
23 Aug '23
Total AUM
₹55.64Cr
Min. investment
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Benchmark
S&P BSE 500 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity95.2%
Cash4.8%
Equity market cap split
Mid Cap46.3%
Large Cap27.7%
Small Cap21.2%
Min. investment & fees structure
Exit load
Fee charged on redemption before the completed holding period
0.00%
PMS management
SS
Sonam Srivastava
Founder, Wright Research
View details
About
"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."
Experience
Over 10 years of experience in investment research and portfolio management.
Investment philosophy
Specializes in quantitative finance, systematic strategies, and algorithmic trading.
Previously worked at
Qplum
HSBC Europe
Edelweiss
Forefront Capital
Awards
Led her firm to deliver over 90% outperformance against the index in the last 3 years. Globally recognized researcher and visiting faculty at AI in Finance Institute New York and BSE Institute.