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.