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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.

What you earn as a partner
50%

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.

1.6L+
Lifetime Investors
₹1,300 Cr
Invested & Advised
7+ Yrs
Track Record
300+
Factors Tracked
"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."
Sonam Srivastava
Sonam Srivastava
Fund Manager & CEO, Wright Research • IIT • HSBC • Edelweiss • 15+ years

What powers your clients' portfolios.

01

Quantitative Strategy

300+ factors analyzed. No emotions, no hype: pure data-driven discipline that eliminates human bias from every investment decision.

300+
Factors
02

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.

100%
Digital
03

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.

32%
7 Year CAGR
04

AI Forecasting

Machine learning models built specifically for Indian market dynamics: anticipating regime changes before they happen.

India-1st
AI Quant PMS

Outperformance you can show any HNI client.

Cumulative Returns vs Benchmark

As of —
— Wright Factor Fund — Benchmark
Since Inception: Factor Fund
Same Period: Benchmark

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

Highest sell/buy multiple
IRFC
Entry: 31 Aug 2023 @ ₹50.20
Exit: 23 Feb 2024 @ ₹153.20
+205%
MTARTECH
Entry: 01 Jan 2026 @ ₹2,395.50
At: 02 Jun 2026 @ ₹7,133.50
+198%
MRPL
Entry: 05 Oct 2023 @ ₹98.80
Exit: 23 Feb 2024 @ ₹245.85
+148%
ACUTAAS
Entry: 25 Apr 2025 @ ₹1,069.80
Exit: 22 Apr 2026 @ ₹2,423.20
+145%

Some Great Exits

Exit at the right time
CARTRADE
Entry: 07 Jan 2025 @ ₹1,557.10
Exit: 20 Jan 2026 @ ₹2,524.50
Profit Secured
MAHSCOOTER
Entry: 04 Jan 2024 @ ₹7,561.20
Exit: 30 Oct 2025 @ ₹15,108.00
Target Met
INDIGO
Entry: 19 Feb 2025 @ ₹4,399.90
Exit: 11 Nov 2025 @ ₹5,782.50
Alpha Locked
BLUEJET
Entry: 08 Apr 2025 @ ₹694.55
Exit: 22 Jul 2025 @ ₹906.15
Strategic Exit

Some Great Entries

The undervalued growth stories
POWERINDIA
Entry: 20 Feb 2025 @ ₹11,297.65
Exit: 15 Dec 2025 @ ₹19,535.00
Sectoral Pick
CENTRALBK
Entry: 31 Aug 2023 @ ₹34.85
Exit: 04 Jun 2024 @ ₹60.50
Value Unlock
DIXON
Entry: 23 Feb 2024 @ ₹6,867.50
Exit: 05 Sep 2024 @ ₹12,412.20
Earnings Surge
PAYTM
Entry: 09 Sep 2024 @ ₹627.65
Exit: 22 Apr 2026 @ ₹1,162.15
Bottom Picking

Alpha Generation in Practice

These case studies illustrate the power of disciplined, quantitative execution. By removing emotional bias and relying on algorithmic signals, we capture high-probability entries and exits that traditional methods often miss.

Secured
Capital Gains
Disciplined
Exit Logic

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.

Revenue Share
50%

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.

Tier 1 • Entry Level

Mutual Fund Baskets

Algorithmic MF baskets for retail/entry investors. Low ticket, high engagement: perfect for building your client pipeline early.

₹10,000
Min. Investment
SIP-Friendly
Tier 2 • Mid-Level

Equity Baskets (Smallcases)

Off-the-shelf portfolios for medium-to-high ticket clients who want control but the edge of data science.

₹35,000
Min. Investment
Direct equity ownership
Tier 3 • HNI/UHNI

Portfolio Management Service

Full active management by Sonam & team. For clients who want their wealth managed by India's best quant fund manager.

₹50L
Min. Investment
SEBI Regulated • Full Oversight

How we generate alpha.

Quantify the market: Fear & Greed

Our proprietary sentiment model uses price action, volatility, and breadth to quantify market emotion. By identifying 'Despair' or 'Greed' regimes, we tactically rotate capital to protect on the downside and capture the upside.

  • Sentiment Quantification
  • Drawdown Protection
  • Regime Switching
Sentiment Analysis
APR 23 OCT 23 APR 24 FEAR -0.5

Economic Signals & Macro Indicators

We track valuation, sentiment, internal macro, and liquidity composites to anticipate regime shifts before they happen.

  • Macro Data Integration
  • Liquidity Monitoring
Valuation
46.1
Sentiment
46.3
Internal Macro
68.0
Liquidity
44.0

Factor Attribution

We analyze which factor is leading the current regime so your clients stay positioned in the strongest market segment.

  • Performance Decomposition
  • Dynamic Rebalancing

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.

RS
Raspreet Singh
VP, Pharma • PMS Investor
★★★★★
"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."
PS
Prashant Sharma
CTO, Zydus • PMS Investor
★★★★★
"I was drawn to Wright Research due to its multi-factor approach. Systematic, transparent, and disciplined: an excellent product."
AD
Abhishek & Simple Deorah
HNI, Entrepreneur
★★★★★
"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

Sonam Srivastava

Founder, CEO & Fund Manager

Deep expertise in quantitative investing, ML, and portfolio management.

Kenneth Rodrigues

Kenneth Rodrigues

Senior Manager: HNI & UHNIs

Helping HNIs build long-term wealth through quant-driven portfolio management.

Pratishtha Mehta

Pratishtha Mehta

Senior Manager: Family Office

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.