Wryght Research and Capital Pvt Ltd
AUM (Cr.)
322.17
No. of Clients
423
No. of Investment Approach
3
As On
31 October 2024
Wright Research's Portfolio Management Service (PMS) stands as a testament to our commitment to delivering superior investment solutions, tailored to individual client needs. Nestled at the intersection of technology and finance, our PMS is a beacon of innovation in the Indian investment landscape. Harnessing the power of advanced quantitative algorithms, our PMS meticulously curates portfolios, prioritizing consistent growth and capital preservation. We utilize factor investing, regime models, expert execution techniques, and momentum investing to strategically position our clients' assets in the dynamic public stock market of India. This ensures that each investment is optimized for both the current market scenario and the individual client's risk profile.Our proprietary regime models act as a powerful compass, offering insights into broader market conditions. This adaptability ensures that our strategies remain nimble, capitalizing on opportunities while also building defensive stances against potential downturns. The emphasis on turnover optimization further ensures that our investment moves are cost-efficient, protecting and enhancing the net returns for our clients.Furthermore, Wright Research's PMS goes beyond just portfolio creation. We believe in forging a transparent relationship with our clients. Regular performance reports, insights into our investment moves, and a dedicated client servicing team ensure that our clients are always in the loop, making them not just investors but informed partners in the wealth creation journey.
| PMS Investment Approach(s) | Returns | |||||
|---|---|---|---|---|---|---|
| Investment Approach | Category | 1 Yr | 2 Yr | 3 Yr | 5 Yr | Inception Date |
Alpha Fund |
FLEXICAP | 58.82% | NA | NA | NA | 56.84% |
Factor Fund - Hedged |
FLEXICAP | 46.51% | NA | NA | NA | 40.63% |
Factor Fund |
FLEXICAP | 58.40% | NA | NA | NA | 57.03% |
* Returns are as on 31st October 2024, * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1
Portfolio Manager Profile
Ms Sonam Srivastava
Fund Manager
AMC Registered Address
103 Shagun Vatika Prag Narayan Road Lucknow 226001
SEBI Reg No : INP000007979
AMC Investor Login Link
Click here
AMC Website Link
Click here
Disclaimer & Risk Factors:
We have taken and continue to take utmost care and caution in compilation of current and historical data (such as performance of Portfolio Managers, investment approaches followed and/or AUM of Portfolio Managers etc.,). We also take due care in analysis (such as making comparisons etc.,) of the data. The information and data provided by PMS bazaar on its website (including any of its publications/e-mails/newsletters) have been obtained and culled out of whatever is available on public domain/provided by the Portfolio Managers either on their own or at the request of PMS Bazaar and we do not in any way guarantee the accuracy [(in general and as well as with respect to regulatory compliance(s)], reliability, completeness, current-ness and/or timeliness of any content, information, data, analysis, software, text, graphics, links or communications provided on or through the use of the Website and we assume no liability and cannot be held responsible for any errors or omissions in such information, data (including regulatory non-compliances, if any) and/or analysis of such information and data nor for the results obtained by any user of the website (including any publications/e-mails/newsletters of PMS Bazaar) from the use of such content, information, data, analysis, software, text, graphics, links or communications provided on the Website or for any monetary or other damage suffered by you on account of such usage.
All information present on the Website of PMS bazaar (including any publications/e-mails/newsletters of PMS Bazaar) is to help investors in their decision-making process and shall not be considered as a recommendation or solicitation of an investment or investment strategy/approach/funds. The names of the portfolios/ strategies/approach/funds do not, in any manner, indicate their prospects or returns. There is no assurance or guarantee that the objective of portfolios/ strategies/approach/funds will be achieved. Past performance is not necessarily a guide to future performance and no way guarantee the future performance. Investment in securities markets is subject to market risks, Investors are responsible for their investment decisions and are responsible to validate all the information used to make the investment decision.All the information provided herein including Performance is not verified by SEBI nor has SEBI certified the accuracy or adequacy of the same.