How She Manages ₹1000 CRORES Portfolio | Ft. Sonam Srivastava | Sanjay Kathuria Podcast | EP23
In this episode of the Sanjay Kathuria Podcast, we sit down with Sonam Srivastava, Founder & CEO of Wright Research, one of India’s leading SEBI-registered Quant Robo-Advisories. Sonam is an IIT graduate, a global expert in quant finance, and manages over ₹1000 Crore AUM using scientific, data-driven investment models that have delivered over 90% outperformance vs the index in the last three years .
Before founding Wright Research, she built trading algorithms at HSBC & Edelweiss, worked in portfolio management at Qplum (USA), and holds a Master’s in Financial Engineering (WorldQuant University). She also serves as visiting faculty at AI in Finance Institute New York & BSE Institute.
In this insightful conversation, Sonam breaks down Quant Investing, Momentum & Factor Models, PMS vs Smallcase, Index Funds, and the future of AI-powered investing. This episode is a complete guide for beginners and advanced investors who want to build wealth using data, automation, and smart portfolio construction.
📘 What You’ll Learn
- What is Quant Investing & how it works
- Beginner’s guide to starting investing
- Robo Advisory vs Quant Models
- PMS vs Smallcase vs Index Funds
- 5-year wealth-building plan for young investors
- Top 3 sectors to invest in India
- Will AI replace financial advisors?
⏱️ Timestamps
01:45 – Guest Intro
03:20 – Quant Based Investing Explained
04:05 – Factors of Investing Automation
05:45 – Drawbacks of Quant Investing
06:45 – How People Can Apply Quant Investing
08:10 – Beginner’s Guide to Investing
09:18 – Robo Advisory Vs Quant Investing
11:50 – Why Is the US Market Different?
14:07 – Styles of Quant Investing
16:25 – Churn Rate of Quant Investing
17:26 – Portfolio Management Services
21:56 – Which Investors Should Take PMS
23:45 – How to Invest 50 Lakhs
25:32 – Ways to Improve Your Strategies
28:35 – Momentum Investing Explained
30:14 – Factor Funds Explained
33:34 – 5 Years Investing Plan
36:38 – Why Invest in Gold & Silver?
37:35 – International ETFs Exposure
38:25 – Steps to Promote Robo Advisory
42:56 – Sonam’s Life & Career Journey
44:24 – Importance of Verified Data
45:23 – Ideal Size of Stocks Portfolio
46:11 – Mutual Funds Vs SmallCase
47:05 – Why Invest in Index Funds?
48:14 – Quant Investing Strategy FAQs
54:51 – Top 3 Growing Sectors in India
57:09 – Will AI Become a Financial Advisor?
01:00:03 – Role of Emotions in Investing
01:04:45 – Episode Outro
🔗 Guest Social Media Handles — Sonam Srivastava
YouTube: https://www.youtube.com/@WrightResearch
Instagram: https://www.instagram.com/wrightresearch/
Website: https://wrightresearch.in/
📲 Sanjay Kathuria Podcast Handles
Instagram: https://www.instagram.com/sanjaykathuriapodcast
YouTube (Main): https://www.youtube.com/@sanjaykathuriapodcast
YouTube (Clips): https://www.youtube.com/@SKPClips
Facebook: https://www.facebook.com/sanjaykathuriapodcasts
🙋♂️ Connect with Sanjay Kathuria
Instagram: https://www.instagram.com/financebysanjay
Facebook: https://facebook.com/financebysanjay
LinkedIn: https://linkedin.com/in/sanjaykathuria
Twitter: https://twitter.com/sanjaykathuria
YouTube: https://www.youtube.com/@Sanjay_Kathuria
🧵 Hashtags
#SonamSrivastava #QuantInvesting #WrightResearch #AIInvesting #MomentumInvesting #FactorInvesting #SKPodcast #SanjayKathuria #IndexFunds #Smallcase
🔍 SEO Tags
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⚠️ Disclaimer
This podcast is for educational and informational purposes only. The views expressed are personal opinions and should not be considered financial advice. Always consult a SEBI-registered advisor before investing.
