Adding X-factor to
Factor Investing.

Adding
X-factor to
Factor Investing.

Discover all-weather alpha through proven Factor Investing techniques, Tactical Quants, and Rule-based models.

As Featured In

What

Separates Elever

Watch as our Co-founders discuss the 3 pillars that fundamentally differentiates Elever from every other PMS out there. 

Watch as our Co-founders discuss the 3 pillars that fundamentally differentiates Elever from every other PMS out there. 

Watch as our Co-founders discuss the 3 pillars that fundamentally differentiates Elever from every other PMS out there. 

  • "I already had PMS investments, but Elever stood out with its completely Factor-driven, Tactical Quant model."

    Abhijeet Kumar

    Co-Founder, TableSprint

  • "I wanted a PMS that wasn’t another fund manager’s best guesses. Elever’s 100% rule-based investing makes zero human bias possible."

    Udaya Kumar

    Managing Director, CreditAccess Grameen

  • "After a disappointing experience with my previous PMS, I was skeptical. But Elever’s data-driven tactical quant approach was extremely novel and scientific."

    Gaurav Tiwari

    Global Financial Planning Manager, SLB

  • "I used to manage investment portfolios on my own, but Elever’s factor portfolios and tactical quants completely changed the game. The precision and discipline with which they can target an ideal return expectation without the gut-feel of stock-picking is very reassuring."

    Ankit Agarwal

    Head of Technology, Origamis AI

  • "Most PMSs focus on stock picking, but Elever’s factor-based investing is a completely different approach. It’s like having an advanced quant strategy working behind the scenes, adjusting dynamically. That level of precision and discipline made it an easy choice for my investments."

    Swapnil Bajpai

    Vice President, Dineout at Swiggy

  • "I already had PMS investments, but Elever stood out with its completely Factor-driven, Tactical Quant model."

    Abhijeet Kumar

    Co-Founder, TableSprint

  • "After a disappointing experience with my previous PMS, I was skeptical. But Elever’s data-driven tactical quant approach was extremely novel and scientific."

    Gaurav Tiwari

    Global Financial Planning Manager, SLB

  • "I wanted a PMS that wasn’t another fund manager’s best guesses. Elever’s 100% rule-based investing makes zero human bias possible."

    Udaya Kumar

    Managing Director, CreditAccess Grameen

  • "I used to manage investment portfolios on my own, but Elever’s factor portfolios and tactical quants completely changed the game. The precision and discipline with which they can target an ideal return expectation without the gut-feel of stock-picking is very reassuring."

    Ankit Agarwal

    Head of Technology, Origamis AI

  • "Most PMSs focus on stock picking, but Elever’s factor-based investing is a completely different approach. It’s like having an advanced quant strategy working behind the scenes, adjusting dynamically. That level of precision and discipline made it an easy choice for my investments."

    Swapnil Bajpai

    Vice President, Dineout at Swiggy

  • "I already had PMS investments, but Elever stood out with its completely Factor-driven, Tactical Quant model."

    Abhijeet Kumar

    Co-Founder, TableSprint

  • "After a disappointing experience with my previous PMS, I was skeptical. But Elever’s data-driven tactical quant approach was extremely novel and scientific."

    Gaurav Tiwari

    Global Financial Planning Manager, SLB

  • "I wanted a PMS that wasn’t another fund manager’s best guesses. Elever’s 100% rule-based investing makes zero human bias possible."

    Udaya Kumar

    Managing Director, CreditAccess Grameen

  • "I used to manage investment portfolios on my own, but Elever’s factor portfolios and tactical quants completely changed the game. The precision and discipline with which they can target an ideal return expectation without the gut-feel of stock-picking is very reassuring."

    Ankit Agarwal

    Head of Technology, Origamis AI

  • "Most PMSs focus on stock picking, but Elever’s factor-based investing is a completely different approach. It’s like having an advanced quant strategy working behind the scenes, adjusting dynamically. That level of precision and discipline made it an easy choice for my investments."

    Swapnil Bajpai

    Vice President, Dineout at Swiggy

Karan, CFA,
Co-founder, CIO & Portfolio Manager

Karan, CFA,
Co-founder, CIO & Portfolio Manager

Karan, CFA,
Co-founder, CIO & Portfolio Manager

15+ years of experience in developing equity and fixed income products. Introduced and managed investment strategies totaling more than USD 5 billion at Index Capital. Specialized in serving AMCs, ETF sponsors, hedge funds and pension funds. Leveraging expertise in factor investing and quantitative research, he came up with a suite of ETF and equity portfolios at Elever, designed to outperform market benchmarks across market cycles.

The Elever Difference

Factor Focused

500+ factors analyzed over 17 years to create algorithms that identify market winners across market cycles

Tactical Quants

We use machine learning to optimize factor rotation and enhance alpha adjusting to changing market conditions

Rule-based Investing

Our rule-based investment decisions, tested over different market conditions, eliminate human and emotional bias found in stock picking

Risk Management

Multi-layered risk control with tactical calls and hedging to guard against market extremes

Our Schemes

FactorCapro

Delivers regular income by combining the stability of debt with factor-driven multi-asset investing, to neutralize market timing risk. It’s designed to enhance post-tax returns while preserving principal — even in severe market downturns.

*Based on backtested returns as of 30th September 2024

*Performance related information provided herein is not verified by SEBI

FactorAlpha (Smallcap)

A tactical factor rotation approach, this seeks to negate the timing risk in small-cap alpha and enhance the size premium over the mid and long term.

*Based on backtested returns as of 30th September 2024

*Performance related information provided herein is not verified by SEBI

FactorAlpha

A tactical approach to Factor Investing. It allocates funds to suitable factors in line with market situations adding a multiplier impact on long-term outperformance.

*Based on backtested returns as of 30th September 2024

*Performance related information provided herein is not verified by SEBI

FactorCore

A Tactical risk rotation designed for low cost, all season asset allocation through core satellite approach, using rule-based index factor funds

*Based on backtested returns as of 30th September 2024

*Performance related information provided herein is not verified by SEBI

FactorShields

A tactical factor rotation strategy, which adjusts exposure based on prevailing market conditions, to significantly enhance risk-adjusted returns for risk-conscious investors.

*Based on backtested returns as of 30th September 2024

*Performance related information provided herein is not verified by SEBI

FactorIncome

A scheme that aims to deliver a monthly income (from Month 13) with compounding by diversifying equity portfolios with low correlated assets such as debt, gold, and international equities.

*Based on backtested returns as of 30th September 2024

*Performance related information provided herein is not verified by SEBI
* Income would be suspended/delayed if client portfolio is at or below INR 50 Lakhs.

We’ve Got the Answers You’re Looking For

What is a Portfolio Management Service (PMS)?

Who can invest in a PMS?

What are the benefits of a PMS?

What is the tax treatment in a PMS investment?

What are the risks involved in investing in Elever PMS?

How are Elever PMS returns calculated?

How are Portfolio Management Services different from mutual funds?

How to open an Elever PMS Account as an Investor in India?

How do I invest in a PMS? Is a Demat account compulsory to invest in Elever PMS?

Can I sell my PMS investment at any time?

What is the capital gains tax on Elever PMS?

What is a Portfolio Management Service (PMS)?

Who can invest in a PMS?

What are the benefits of a PMS?

What is the tax treatment in a PMS investment?

What are the risks involved in investing in Elever PMS?

How are Elever PMS returns calculated?

How are Portfolio Management Services different from mutual funds?

How to open an Elever PMS Account as an Investor in India?

How do I invest in a PMS? Is a Demat account compulsory to invest in Elever PMS?

Can I sell my PMS investment at any time?

What is the capital gains tax on Elever PMS?

Know more by booking a discovery call with our team

Know more by booking a discovery call with our team

Elever

SEBI Registered Portfolio Manager
Reg No: INP000008905
(Validity: August 28, 2024 - Perpetual) CIN: U67190KA2020PTC138590

Join our newsletter

Principal Officer

Name: Karan
Contact No: +91-9606867120
Email: principalofficer.pms@elever.app

Corporate Office

Address: Smartworks, Vaishnavi Tech Park, 5th Floor, South Wing, Bellandur Gate, Ambalipura, Bengaluru - 560103, Karnataka
Tel: +91-9606020796
Email: support@elever.app

SEBI - Southern Regional Office (SRO)

Address: 7th Floor, 756-L, Anna Salai, Chennai - 600002, Tamil Nadu
Tel. Board: +91-44- 28880222 / 28526686
Email : sebisro@sebi.gov.in

©Elever | All Rights Reserved | Investment in the securities market are subject to market risks. Read all the related documents carefully before investing.

Elever

SEBI Registered Portfolio Manager
Reg No: INP000008905
(Validity: August 28, 2024 - Perpetual) CIN: U67190KA2020PTC138590

Join our newsletter

Principal Officer

Name: Karan
Contact No: +91-9606867120
Email: principalofficer.pms@elever.app

Corporate Office

Address: Smartworks, Vaishnavi Tech Park, 5th Floor, South Wing, Bellandur Gate, Ambalipura, Bengaluru - 560103, Karnataka
Tel: +91-9606020796
Email: support@elever.app

SEBI - Southern Regional Office (SRO)

Address: 7th Floor, 756-L, Anna Salai, Chennai - 600002, Tamil Nadu
Tel. Board: +91-44- 28880222 / 28526686
Email : sebisro@sebi.gov.in

©Elever | All Rights Reserved | Investment in the securities market are subject to market risks. Read all the related documents carefully before investing.