Grow your wealth the smart way! Wryght Research & Capital Pvt Ltd SEBI Registered Research Analyst INH000017295 SEBI Registered Portfolio Manager INP000007979
Mumbai, India
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Wright retweeted
Nifty +20% in 3 years. Taiwan +150%. FIIs have pulled ₹2.3 lakh crore out this year.
Sonam Srivastava (Wright Research) on whether that is a reallocation or a verdict on India.
New Podcast out on Returns & Beyond: piped.video/zfdy3R9axZQ
@Sonaam1234 @ResearchWright
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Wright retweeted
Everyone is into quant.
So what's the edge?
Our CEO Narender Agarwal puts that to @Sonaam1234, founder of @ResearchWright, and asks how one desk runs both smallcase portfolios and a PMS.
Full episode soon. Views are the guest's own.
#ReturnsAndBeyond
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India is one of the world's fastest-growing economies.
It's also one of the worst-performing major stock markets of 2026.
GDP: +7.8%Nifty 50: -8% YTDFPIs: ₹2.45 lakh crore sold
This isn't a fundamentals story. It's a flows, dollar, crude, and AI capital story.
Catch-up or slow grind?
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Youtube Live in 30 minutes with @Sonaam1234!
7 Years ago we started our quant strategies and 3 years ago, we launched Wright PMS with one core belief - investment decisions should be driven by data, research and process, not market noise.
Since then, the portfolio has experienced almost everything a strategy can face: a strong bull market, a sharp correction, periods of underperformance, rebuilding and a powerful recovery.
Join us as we discuss all this and more:
piped.video/watch?v=X-5zup-f…
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Join us live at 11AM this Sunday, 6th September as @Sonaam1234 and the team discuss What It Takes to Build Alpha Through a Full Market Cycle!
3 years ago, we launched Wright PMS with one core belief: investment decisions should be driven by data, research and process, not market noise.
Since then, the portfolio has experienced almost everything a strategy can face: a strong bull market, a sharp correction, periods of underperformance, rebuilding and a powerful recovery.
And those three years have changed the way we invest.
In this special LIVE session, Sonam Srivastava, Founder & CEO of Wright Research, looks back at the journey of Wright PMS and shares what managing real investor capital through a complete market cycle has taught us.
We’ll discuss:
• Why systematic investing is ultimately about trusting the process
• What the 2024–25 market correction taught us about conviction
• The difference between a model making a decision and a fund manager overriding it
• How Wright’s investment process has evolved over the last three years
• Where the portfolio is positioned today
• Why the current Indian market may increasingly reward active stock selection
• What seven years of building quantitative strategies have taught us about generating long-term alpha
Join us on Sunday at 11AM!
piped.video/live/X-5zup-f7lQ
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The case for active investing today is not simply a call that markets are headed higher. It is that this market has become unusually difficult to own indiscriminately.
India VIX may sit near 13, but that calm masks sharp behavioural swings: on 8 July, volatility jumped 26% in a single session, the Sensex fell 1,677 points, and much of the move reversed within 48 hours. Across the year, VIX has ranged from 8.7 to 28.9. The headline level looks calm; the underlying market is anything but static.
At the same time, dispersion between stocks and sectors has become enormous. Nifty IT is down 29% in 2026 while the Microcap 250 is up 11%, creating a roughly 40 percentage-point gap inside the same equity market.
Even within a sector, similar companies can trade on dramatically different valuations and earnings expectations. In a market where everything rises together, stock selection contributes relatively little. When outcomes diverge this widely, the ability to distinguish between companies, sectors and factors becomes far more valuable.
Two additional forces amplify that opportunity. Higher interest rates make future, uncertain cash flows less attractive relative to businesses producing cash and profits today, widening the gap between stronger and weaker companies.
Meanwhile, domestic liquidity is cushioning market declines: FIIs withdrew roughly ₹78,000 crore in the first half of 2026, while SIP inflows ran at around ₹30,000 crore every month, and domestic institutions bought 39 of the 41 Nifty names sold by FIIs.
That price-insensitive domestic buying can soften corrections, but it can also delay price discovery, creating precisely the kind of inefficiency an active, disciplined investor can attempt to exploit.
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We are doing a live this Sunday at 11AM.
If you have questions you want us to answer live, or want to hear our perspective on the market, do drop by:
piped.video/live/X-5zup-f7lQ
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We completed 3 years of Wright PMS on 18th August.
Here's what 3 years of running real money taught us about the difference between running a model and trusting one, with the numbers behind all of it.
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The correction was about the source of the decision rather than the frequency.
Median holding period is still 78 days, and what changed is that the trade now comes from the data instead of from the discomfort.
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Read Sonam's full 3 year analysis and review here:
wrightresearch.in/blog/three…
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What 2025 Taught @Sonaam1234 as a Quant Portfolio Manager?
Three years ago, we launched Wright PMS with one simple belief: let data make investment decisions, not emotions.
The journey since then has been anything but smooth.
In this video, we are sharing the complete story of Wright PMS, from an incredible first year and some of our biggest multibagger winners, to the toughest months of 2025 when we made the biggest portfolio management mistake.
This isn't just a performance review. It's an honest reflection on what it takes to run a quantitative portfolio through bull markets, corrections, client pressure, and uncertainty.
piped.video/watch?v=anKyJ4Cy…
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Wright retweeted
Every investor conversation I have had in the last six years starts the same way. Someone opens their broker app, scrolls, and asks a version of: is this good?
It’s a very fair question, and honestly, almost nobody can answer it straight away, because the answer isn’t in the app. Your returns are there, sure. But your risk isn’t. Your overlap isn’t. And your fees? Technically disclosed, but for most people, they’re effectively invisible.
So this year, we finally built the thing I’ve always wished I could just hand over at the end of those conversations. Wright Portfolio Review is now open to everyone.
It takes your actual holdings—whether you import them from your broker through Smallcase, or pull in every mutual fund folio you own from MF Central with just your PAN and an OTP—and runs them through the same framework we use for our own research. So you get sector and single-stock risk limits, correlation clusters, four-factor exposure, fund overlap based on disclosed holdings, regular-versus-direct expense ratios for every scheme you hold, and even three real crash replays on your exact portfolio. It’s quite robust, and honestly, a lot more transparent than anything I’ve seen out there.
For me, the design principle mattered more than any single feature. Every number is measured against a published yardstick, and that yardstick is the same for everyone who runs it. No suitability language, no ‘for you’, no buy or sell. Wright holds both a Research Analyst and a Portfolio Manager licence, and this is research. It shows you exactly where your portfolio stands, and the conversation about what to do next is something you have with your advisor.
After fifty thousand investors and a lot of very long Sunday emails, this feels like the honest version of the tool. The one I’d actually want to use myself.
Headline scores and flags are free. The full details unlock when you book a call from the same page or pay ₹500.
Run yours:
MF bit.ly/4qJt1B2
Equity bit.ly/4gT7CC5
We also made a video about this: lnkd.in/dVeSGC8w
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