Wryght Research PMS stands as a beacon of excellence in the financial landscape, offering discerning investors personalised and proficient investment solutions.

With a rich legacy of trust and expertise, Wryght Research Portfolio Management provides a diverse range of services tailored to individual preferences and financial goals.

In this article, you will get a detailed review of its PMS performance, charges, strategies, support & more.

Total AUM Rs.367.24 Cr.
Avg. 1 Year Return 11.00%
Active Clients 611
No. of Strategies 3
Minimum Investment Rs.50 Lakh
Experience 2 Year

Wryght Research PMS - Company Overview

Category

Portfolio Management

Organization Type

Private

Head Office

Lucknow, Uttar Pradesh

Founder

Sonam Srivastava

Founded In (year)

2023

Wryght Research Portfolio Management Service Performance or Returns

1 Year

11.00%

Nifty 50 - 1 Year

10.74%

3 Year

NA

Nifty 50 - 3 Year

20.15%

5 Year

NA

Nifty 50 - 5 Year

11.52%

Wryght Research PMS Charges or Fees

Fixed Fees

1.50% of Fund Value (AMC)

Variable AMC

NA

Variable Profit Sharing

15% (Profit Sharing above 10%)

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%


Best Strategies by Wryght Research Portfolio Management Services

Check out various strategies or Investment approaches provided by Wryght Research Portfolio Managers.

Strategy Name Alpha Fund Factor Fund – Hedged Factor Fund
Start Date 23-Aug-23 24-Aug-23 18-Aug-23
Category MULTI CAP & FLEXI CAP MULTI CAP & FLEXI CAP MULTI CAP & FLEXI CAP
Benchmark S&P BSE 500 S&P BSE 500 S&P BSE 500
AUM (Rs.) 73.62 13.65 236.43
No. of Stocks NA NA NA
1 Yr. Return 14.46% 8.47% 10.08%
3 Yr. Return NA NA NA
5 Yr. Return NA NA NA
Fund Manager Ms Sonam Srivastava Ms Sonam Srivastava Ms Sonam Srivastava

Top Fund Managers of Wryght Research PMS

#1

Ms Sonam Srivastava

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Investment Facilities provide by Wryght Research Portfolio Manager

Custom Strategy

Not Allowed

Strategy Switch

Allowed

Switch Charges

1.3% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

No Exist Charges

Wryght Research Portfolio Management Support

Call Support

Available

Email Support

Available

Chat Support

Not Available

Dedicated RM Support

Available

Fund Manager Intereraction

Not Available

Issue Resolving TAT

Max 7 Working days

Wryght Research PMS Dashboard Link

Web Platform


Wryght Research PMS Review or Ratings by Finec.in

Overall Rating

7.01 / 10

Portfolio Performance

6.97 / 10

Support

7.15 / 10

Facilities

6.90 / 10

Charges

6.83 / 10

Experience

7.19 / 10

Wryght Research Portfolio Management Services - SEBI Details

SEBI Reg. No.

INP000007979

Contact Person

Ms.Sonam Srivastava

Telephone No.

91-096-86195357

Address

103, Shagun Vatika,Prag Narayan Road,LUCKNOW,UTTAR PRADESH,INDIA,226001

Starting Date

45019

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Wryght Research PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with Wryght Research Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Customer ratings and reviews of Wryght Research PMS

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