How She Manages ₹1000 CRORES Portfolio | Ft. Sonam Srivastava | Sanjay Kathuria Podcast | EP23

How She Manages ₹1000 CRORES Portfolio | Ft. Sonam Srivastava | Sanjay Kathuria Podcast | EP23In 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?⏱️ Timestamps01:45 – Guest Intro03:20 – Quant Based Investing Explained04:05 – Factors of Investing Automation05:45 – Drawbacks of Quant Investing06:45 – How People Can Apply Quant Investing08:10 – Beginner’s Guide to Investing09:18 – Robo Advisory Vs Quant Investing11:50 – Why Is the US Market Different?14:07 – Styles of Quant Investing16:25 – Churn Rate of Quant Investing17:26 – Portfolio Management Services21:56 – Which Investors Should Take PMS23:45 – How to Invest 50 Lakhs25:32 – Ways to Improve Your Strategies28:35 – Momentum Investing Explained30:14 – Factor Funds Explained33:34 – 5 Years Investing Plan36:38 – Why Invest in Gold & Silver?37:35 – International ETFs Exposure38:25 – Steps to Promote Robo Advisory42:56 – Sonam’s Life & Career Journey44:24 – Importance of Verified Data45:23 – Ideal Size of Stocks Portfolio46:11 – Mutual Funds Vs SmallCase47:05 – Why Invest in Index Funds?48:14 – Quant Investing Strategy FAQs54:51 – Top 3 Growing Sectors in India57:09 – Will AI Become a Financial Advisor?01:00:03 – Role of Emotions in Investing01:04:45 – Episode Outro🔗 Guest Social Media Handles — Sonam SrivastavaYouTube: https://www.youtube.com/@WrightResearchInstagram: https://www.instagram.com/wrightresearch/Website: https://wrightresearch.in/📲 Sanjay Kathuria Podcast HandlesInstagram: https://www.instagram.com/sanjaykathuriapodcastYouTube (Main): https://www.youtube.com/@sanjaykathuriapodcastYouTube (Clips): https://www.youtube.com/@SKPClipsFacebook: https://www.facebook.com/sanjaykathuriapodcasts🙋‍♂️ Connect with Sanjay KathuriaInstagram: https://www.instagram.com/financebysanjayFacebook: https://facebook.com/financebysanjayLinkedIn: https://linkedin.com/in/sanjaykathuriaTwitter: https://twitter.com/sanjaykathuriaYouTube: https://www.youtube.com/@Sanjay_Kathuria🧵 Hashtags#SonamSrivastava #QuantInvesting #WrightResearch #AIInvesting #MomentumInvesting #FactorInvesting #SKPodcast #SanjayKathuria #IndexFunds #Smallcase🔍 SEO Tagssonam srivastava podcast, wright research podcast, quant investing india, how to start investing india, robo advisory vs quant investing, momentum investing india, factor investing india, pms vs smallcase, index fund vs mutual fund, invest 50 lakhs india, gold silver investing india, international etfs india, top sectors india 2025, ⚠️ DisclaimerThis 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.