You've built the
relationships. We
built the product.
Offer an AI-powered, quantitative PMS built for sophisticated investors. Your clients will value institutional-grade strategies, rules based investing, and a fully digital experience.
Profit Sharing Commission
Recurring, performance-linked: earn when your clients do.
Direct Fund Manager Access
Sonam & team, direct access for your HNI clients.
Research, Tools & Content
Newsletters, Fear & Greed index, free portfolio review.
100% Digital Onboarding
Zero paperwork: clients invested in days, not weeks.
"In a world obsessed with noise, the edge belongs to those who build systems, not stories. At Wright, we let data lead and discipline decide because markets reward process, not prediction."
What powers your clients' portfolios.
Quantitative Strategy
300+ factors analyzed. No emotions, no hype: pure data-driven discipline that eliminates human bias from every investment decision.
Operationally Easy Onboarding
Fully digital onboarding: zero paperwork. Your clients go from interest to invested in days, not weeks. Your ops team will thank you.
7-Year Track Record
Our retail advisory has been available for 7 years with 32% CAGR. The PMS, launched 3 years back, has delivered 13.25% CAGR returns.
AI Forecasting
Machine learning models built specifically for Indian market dynamics: anticipating regime changes before they happen.
Outperformance you can show any HNI client.
Cumulative Returns vs Benchmark
As of —Alpha in Action: Strategic Case Studies
Quantitative investing isn't just about formulas; it's about capturing market inefficiencies with precision. Here is how our models performed across different market regimes.
Multibaggers
Exit: 23 Feb 2024 @ ₹153.20
At: 02 Jun 2026 @ ₹7,133.50
Exit: 23 Feb 2024 @ ₹245.85
Exit: 22 Apr 2026 @ ₹2,423.20
Some Great Exits
Exit: 20 Jan 2026 @ ₹2,524.50
Exit: 30 Oct 2025 @ ₹15,108.00
Exit: 11 Nov 2025 @ ₹5,782.50
Exit: 22 Jul 2025 @ ₹906.15
Some Great Entries
Exit: 15 Dec 2025 @ ₹19,535.00
Exit: 04 Jun 2024 @ ₹60.50
Exit: 05 Sep 2024 @ ₹12,412.20
Exit: 22 Apr 2026 @ ₹1,162.15
A partnership built for scale.
As a Wright Research distribution partner, you get more than just a product: you get a complete ecosystem to grow your HNI advisory book.
Profit Sharing Commission
You earn 50% of Wright's profit share on every client you bring in. Recurring, performance-linked revenue: you only earn when your clients do.
Direct Fund Manager Access
Get direct access to Sonam Srivastava and the investment team for client Q&As, portfolio discussions, and escalations.
Research Reports & Videos
Monthly newsletters, quarterly outlook reports, educational videos, and market commentary: shareable with your clients.
High-Quality Investor Tools
Fear & Greed index, free portfolio review tool, market screeners: tools that help your clients make better decisions.
Partner Training & Certification
Dedicated onboarding, training sessions on quant strategies, and co-branded client pitch decks.
Real-Time Client Portal
Live portfolio visibility and performance attribution for every client.
SEBI-Registered, Fully Compliant
All compliance, reporting, and disclosures handled by Wright.
A product for every client ticket size.
Your clients don't all have ₹50L ready. We've got products for every stage of the wealth journey.
Mutual Fund Baskets
Algorithmic MF baskets for retail/entry investors. Low ticket, high engagement: perfect for building your client pipeline early.
Equity Baskets (Smallcases)
Off-the-shelf portfolios for medium-to-high ticket clients who want control but the edge of data science.
Portfolio Management Service
Full active management by Sonam & team. For clients who want their wealth managed by India's best quant fund manager.
How we generate alpha.
Is this the right partnership for you?
If you have HNI clients with ₹50L+ investable surplus and want to offer them a data-driven, actively managed portfolio: yes, it is.
Independent Financial Advisors
Add a high-performance PMS and earn recurring performance fees on every client.
Registered Investment Advisors
Add quant-driven PMS with full compliance coverage handled by Wright.
Wealth Management Firms
Differentiate your offering with India's only AI-powered quant PMS.
Family Offices
Direct fund manager relationship and tailored reporting.
CA & CS Firms
Refer HNI clients to a SEBI-registered PMS and earn on every referral.
NBFCs & DSA Networks
Build recurring revenue alongside your existing lending business.
Your clients will be in great company.
"Biggest highlight for me is how well they protected from drawdowns in March 2020. Lesson for anyone who thinks that quant cannot protect from downside."
"I was drawn to Wright Research due to its multi-factor approach. Systematic, transparent, and disciplined: an excellent product."
"We have transferred investments to their PMS and also recommended to other family members: performance across several market cycles speaks."
Your dedicated point of contact.
Sonam Srivastava
Deep expertise in quantitative investing, ML, and portfolio management.
Kenneth Rodrigues
Helping HNIs build long-term wealth through quant-driven portfolio management.
Pratishtha Mehta
Formerly Nomura & Edelweiss. Specializes in family office and HNI relationships.
Ready to grow together by
partering with us?
Fill in the form below and our partnership team will reach out within 24 hours to discuss the opportunity and get you onboarded.
