© 2026 Wisefolio. Legal and disclaimers
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
Past performance is not indicative of future returns. All returns are time-weighted (TWRR). Investments in securities markets are subject to market risks. Read all the related documents carefully before investing.
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
| Period | This strategy | S&P BSE 500 TRI | Difference |
|---|---|---|---|
| 1 Month | −2.1% | −5.6% | +3.5% |
| 3 Months | +2.7% | −3.6% | +6.3% |
| 6 Months | +20.0% | +8.1% | +11.9% |
| 1 Year | +10.2% | −2.3% | +12.5% |
|---|
| 2 Years | −18.2% | −3.9% | −14.3% |
|---|
| 3 Years (CAGR) | +4.2% | +9.2% | −5.0% |
|---|
| 4 Years (CAGR) | 0.0% | +11.2% | −11.2% |
|---|
| 5 Years (CAGR) | 0.0% | +8.9% | −8.9% |
|---|
| Since launch | +5.5% | +11.7% | −6.1% |
|---|
As of Sept 2026
Risk metrics as of 2026-09-01 · 37-month window · Source: Computed from NAV history
Maximum drawdown: 44.3%
Wright Research’s story and investment philosophy are on the Wright Research firm page.
Sonam Srivastava
Founder, CEO
Sonam Srivastava is the founder of Wright Research, a SEBI registered Robo-advisor based in India. An IIT graduate, Srivastava used her expertise in quant finance to establish the firm, which leverages scientific, data-driven methods to manage over 250 crore INR in assets and serve more than 40,000 clients. The firm's approach has resulted in a 90%+ outperformance over the index in the past three years, making it popular among millennial investors. Before establishing Wright Research, Srivastava developed trading algorithms for high-frequency trading at HSBC and Edelweiss, and worked on portfolio management at the AI-driven Robo-advisor, Qplum. After a US-based advisory scrapped plans to launch in India, she started offering research-backed model stock portfolios to investors, gaining popularity during the COVID-19 pandemic. With over a decade of experience in investment research and portfolio management, Srivastava is globally recognized as an expert in her field. Besides running Wright Research, she also serves as visiting faculty at AI in Finance Institute New York and BSE Institute Limited. Her academic credentials include a master's degree in financial engineering from Worldquant University.
Siddharth Singh Bhaisora
Chief Marketing Officer
Learn more about our Chief Marketing Officer, Siddharth Singh Bhaisora. Siddharth is a highly experienced investment advisor.
Shivam Agarwal
Sales & Distribution Manager
Sales and distribution professional responsible for expanding client reach and partnerships.
Siddhesh More
Client Onboarding & Operations
Meet Siddhesh More, a skilled professional at client onboarding & Operations
Dr. Miquel Alonso
Machine Learning & AI Specialist
Expert in machine learning, AI and computational research contributing to quantitative models at Wright Research.
Aditi Pawar
Investor Relations Manager
Investor Relations Manager responsible for handling investor queries and engagement.
Udhav Malhotra
Investor Relations Manager
Meet Udhav Malhotra, Investors relationship Manager at Wright Research. With ready to solve investor queries.
Lovish Jain
Investor Relations Manager
Meet Lovish Jain, Investors relationship Manager at Wright Research. With ready to solve investor queries.
Akashdeep Bhateja
Quantitative Developer
Quantitative developer specializing in the intersection of data science and finance.
Naqui Hasan
Front-End Developer
Front-End Developer and programmer contributing to technology and user interface systems.
Lakshmi Patel
Python Django Developer
Python Django developer contributing to backend systems and IT development.
Naman Sharma
Software Developer
Meet Naman Sharma, Software Developer at Wright Research. With almost 2+ years of experience in Web Development and App Development.
Hritik Singh
Software Developer
Software Developer contributing to application and platform development.
Shirin Parkar
Tech Lead
Registration No
INP000007979
Fund Manager
Ms.Sonam Srivastava
Principal Officer
Ms.Sonam Srivastava
Inflow
₹0.04 Cr
Outflow
₹1.10 Cr
Net
₹-1.06 Cr
Not reported — complaint data for this strategy isn't available yet.
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Pratishtha Mehta
PMS Sales
Kenneth Rodriguez
PMS Sales
Siddhart Agarwal
Meet Siddhart Agarwal, a skilled professional at the intersection of marketing & product development.
Ishika Mohan
AI Analyst
Anshu Bokadia
Analyst
Priyanshi Agarwal
Data Analyst
Priyadarshani Natekar
Investor Relations