Wryght Research PMS Logo

Wryght Research PMS (Portfolio Management Services) offers tailored investment solutions for High-Net-Worth Individuals (HNIs) and institutions seeking personalized portfolio management.

With a strong emphasis on research-backed value investing and leveraging its well-known QGLP (Quality, Growth, Longevity, and Price) investment philosophy, Wryght Research Portfolio Management aims to deliver long-term capital appreciation.

Clients benefit from customized portfolios that align with their unique financial goals, risk appetite, and liquidity needs.

Experienced fund managers, supported by robust research teams, actively manage these portfolios, offering expertise and market insights.

Unlike mutual funds, Wryght Research Portfolio Management Services offers direct ownership of securities in a segregated Demat account, providing transparency and control.

Wryght Research PMS - Business Summary

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

Compounded Annual Returns of Wryght Research Portfolio Management Services

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

1.5% of Fund Value

Variable AMC

NA

Variable Profit Sharing

15% (If Profit above 10%)

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%


Wryght Research PMS Strategies or Investment Approach

Strategy AUM 1 Year Return
Wryght Research Alpha Fund PMS Strategy 73.62 14.46%
Wryght Research Factor Fund Hedged PMS Strategy 13.65 8.47%
Wryght Research Factor Fund PMS Strategy 236.43 10.08%

Top Fund Managers of Wryght Research Portfolio Management

#1

Ms Sonam Srivastava

Check out Business Opportunities with Similar Brands

Investment Solutions offered 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

Support provided by Wryght Research Portfolio Management

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 or Backoffice Platform

Web Platform


Wryght Research Poirtfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest in Wryght Research PMS

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Check out Business Opportunities with Similar Brands

Wryght Research Portfolio Manager - SEBI Details

SEBI Reg. No.

INP000007979

Contact Person

Ms.Sonam Srivastava

Email ID

sonam@wrightresearch.in

Telephone No.

91-096-86195357

Address

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

Starting Date

03 April 2023

Customer ratings and reviews of Wryght Research PMS

Double your Investment in 3 YearsInvest in PMS