Achieve your investment goals with

Curated Stock Portfolios

smallcases are curated baskets of stocks managed by Wright Research desk.

Curated by

Sonam Srivastava

SEBI Registered

INA100015717

Experience

10+ years

Investment Strategy

Factor Investing

Quantitative +1

I have more than 10 years of professional experience in systematic portfolio management and quantitative trading in teams at HSBC, Edelweiss & Qplum where I have built and handled very large scale portfolios & trading algorithms.

I am a globally recognized researcher in the field of machine learning in finance & quantitative investing. I am a IIT Kanpur graduate and have a Masters in Financial Engineering from Worldquant University.

I love quantitative research in finance and trading! I am building a business out of my deep passion for quant finance at Wright, an up & coming Mumbai based investment advisory firm.

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Blog - Wright Research

Our Mission

Investor Charter

Read Blog

Blog - Wright Research

Our Mission

Investor Charter

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3 simple steps

Choose

Choose a suitable portfolio that matches your investment objective.

Subscribe to the portfolio to get access to the constituents and future updates.

Invest

Invest in the portfolio & apply regular portfolio updates. Set up SIP for disciplined investing.

Confused about where to start?

Easily track & manage your portfolio

Instant portfolio notifications

1-click portfolio execution

SIP to grow your investment

Seamless performance tracking

All your questions answered

Frequently asked questions

What are the products offered?

Currently Wright Research offers portfolio on 2 themes on smallcase:, Core Portfolios - these are multi factor tactical portfolios where we allocate to the best performing theme or factor & asset class in the market based on our market regime forecast. These are offered in 3 risk profiles - balanced, conservative & growth, Thematic Portfolios - here we create portfolios that follow particular themes like momentum or smallcaps etc,

What is their investment philosophy?

Wright Research focuses on 2 key themes - equity factor research & market regime modelling., For equity factors they use data science techniques to research various themes in the market like momentum, value, growth, quality etc and build robust portfolios with these themes., For market regime modelling, Wright Research uses advanced machine learning models to forecast market risk in the next month & quarter and they change their allocations to factors and asset classes based on this.

What is a smallcase?

A smallcase is a curated basket of stocks/ETFs* that reflects a certain objective (ideas, themes, strategies), backed by the research of Wright Research. You can invest in a smallcase in 2 clicks., *ETFs (Exchange Traded Funds) are baskets of securities that track an underlying index (Nifty, Gold, etc) and can be bought and sold on the exchange.

Who can subscribe to these smallcases?

Wright Research decides who can invest in the smallcases created by them and can create two types of smallcases :, Exclusive smallcases : smallcases which require a subscription to Wright Research’s Advisory in order to invest in the smallcase. You can subscribe to a smallcase directly from the smallcase profile through the subscription form., Public smallcases : smallcases in which anyone who has an account with our partner brokers can invest. You can invest in this smallcase by clicking on “Buy smallcase” in the smallcase profile and logging with your broker credentials.,

How do I track my smallcases?

When you buy a smallcase, the index value is set to 100 on the buy day - this helps you track the total returns without having to monitor each stock. You can also use the performance metrics to get a more detailed understanding of your smallcase.

How can I cancel my eMandate?

One of the payment method available to subscribe to a fee based smallcase is eNACH where an e-Mandate is created., If you want to cancel your e-Mandate(s) linked with any of your fee based smallcase subscription, please drop an email to publisher.help@smallcase.com with the following details:, Email used for subscription, Subscribed smallcase Name, We will share the mandate(s) details in response to your request including the below:, Mandate maximum limit, Mandate Validity, UMRN no. (Unique Mandate Registration Number), To proceed with the cancellation of the mandate, we would require your confirmation by email after verifying the mandate and payment details. , After receiving your confirmation, we will process the mandate cancellation and update you with the status within 72 hours.