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Ametra Investment Managers Private Limited – Portfolio Management Services (PMS)

Elever Investment Adviser Pvt. Ltd. is an investment firm that focuses on harnessing alpha potential of globally proven factor investing in Indian financial markets. As investment managers, we leverage our rule-based factor algorithms tested over 500 data points across 18 years and 5000 securities to deliver generational wealth to investors through across different risk profiles. Our proprietary tactical risk rotation model and effective portfolio hedging techniques add an active edge to our rule-based approach that allow us to deliver an all-season alpha while protecting against market risk.

AUM (₹ Cr)

46.48

Clients

71

Strategies

6

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

Ametra Investment Managers Private Limited Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
Ametra FactorAlpha Smallcap Small Cap -15.31% — — Oct 2024
Ametra FactorAlpha Multi Cap & Flexi Cap -10.95% — — Oct 2024
Ametra FactorIncome Multi Asset 9.51% — — Oct 2024
Ametra FactorShields Multi Cap & Flexi Cap -0.25% — — Oct 2024
Ametra FactorCapro Multi Asset — — — Jul 2025
Ametra FactorCore Multi Cap & Flexi Cap — — — Aug 2025

Past performance is not indicative of future results. Returns are subject to market risks.

Portfolio Managers & Fund Management Team

Mr Karan

Co-founder & CIO

Karan, CFA, is the Co-founder, Chief Investment Officer, and Portfolio Manager at Elever, with over 15 years of experience in equity and fixed-income product development. At Indxx Capital, he introduced and managed investment strategies exceeding USD 5 billion, catering to AMCs, ETF sponsors, hedge funds, and pension funds. Leveraging deep expertise in factor investing and quantitative research, Karan has created a suite of ETF and equity portfolios at Elever designed to outperform market benchmarks across cycles. A CFA charter holder and alum of MDI Gurgaon, he specializes in delivering innovative solutions that drive superior investment outcomes.

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Regulatory Information

SEBI Registration: INP000008905

Registered Office: C/o Smartworks, Vaishnavi Tech Park, 5th Floor, South Wing, Bellandur Gate, Ambalipura, Bengaluru -560103, Karnataka, India

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Last Updated: December 2025 · Published by Affluense AI (affluense.ai)