Transforming the Investment Landscape with Wright Research – Founder’s Desk

Exactly 4 years ago, on the 25th of July, I took up this mammoth task of turning my deep-seated passion for finance into a viable business. Starting from scratch seemed daunting, but when you are driven by profound, unfiltered passion, even the impossible becomes your playground.

It all started with doing what you love, and my love was for finance, quants, algorithms, and how they could turn the world of investing on its head. I started my journey by conducting in-depth research on Factor Investing , Momentum Investing , Smallcaps and various other fascinating concepts, using these to build my own portfolio in April 2019.

The portfolio’s success made me confident, and I launched it on 25th of July on social media, naively thinking that this would change everything. But life had different plans. Just six months after starting, the pandemic hit us. However, the turmoil couldn’t stop us. Our strategy held strong during the market crash in 2020, drawing attention from our clients, and when the momentum swung back, and the surge of retail investors happened, we were well positioned to capitalize on it.

There have been many days where I’ve spent 20 hours working on our strategies and growing our business, dealing with complex regulations, the marketing aspects of the business, building relationships, going on business development meetings, and more. It’s been an uphill journey, but when you work on something you love, it feels less like work and more like a part of your life.

The Journey Thus Far

Fast forward to 4 years later, we’ve come a long way from nothing to working with a stellar team of professionals and serving a client base of over 10,000+ active, 25,000+ lifetime and an active community of 50,000+. Our community has grown exponentially, and our assets under advisory have risen to an impressive 300 crores+. We have launched multiple new equity smallcases , introduced new investment avenues such as mutual fund baskets , and tailored them for all risk profiles. Along the way we have built a kickass team of 12 rockstars.

Our recognition as a top 50 AI Game Changer startup by NASCOM and the securing of pre-seed funding from BSC and a whopping 1 Million dollars in seed funding from Orios Venture Partners bear testament to our potential. Moreover, our Equity portfolios on smallcase have consistently topped the charts, making them a favourite amongst investors.

A Sneak Peek into our Performance

Our balanced portfolio has returned 30.2% since its inception, clearly surpassing the multi-cap benchmark of 18.5%. Over the last month alone, it posted a robust return of 9.2%. Similarly, our small cap portfolio has delivered a whopping 43.5% return since its inception. The last month saw an impressive gain of 9.4%, leaving the multi-caps behind. And let’s not forget our Momentum portfolio . This has been our shooting star. It’s returned a staggering 42.8% since inception, trouncing the Multicap’s 18.5%. The last month saw an impressive gain of 7.7%, leaving the Multicap’s 4.9% far behind.

Our latest offering, Alpha Prime portfolio , has already made waves as the most wishlisted, watched, and the most invested portfolio on smallcase, returning nearly 22%+ in less than one month. Use discount code ALPHA25 to avail a 25% discount on the subscription fees – Only valid till 31st July, so get going!

Wright Research just turned 4!

Join us for an insightful live AMA (Ask Me Anything) featuring Sonam Srivastava, Founder of Wright Research in collaboration with smallcase.

Ask us all your burning questions about our smallcases, what strategies we use, how we can help you improve your investing skills and more! Sonam will share invaluable tips, essential strategies, and the critical factors that every investor must consider.

Whether you’re a seasoned investor or just starting, this 1 hour session will equip you with the knowledge and insights to navigate the investing landscape and leverage the potential of your investments. Don’t miss this opportunity to learn from an industry expert and enhance your investing acumen.

Set a reminder on YouTube for the AMA below:

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SEBI Registration Details: Corporate Registered Investment Advisor | Company Name: Wryght Research & Capital Pvt Ltd Reg No: INA100015717 | CIN: U67100UP2019PTC123244. For more information and disclosures, visit our disclosures page here.