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

Elever Investment Adviser Pvt. Ltd. is a registered investment advisory firm specializing in deploying globally validated factor-based investment strategies within the Indian financial market landscape. Our investment management process utilizes proprietary, rule-driven factor algorithms. These algorithms have been rigorously back-tested against over 500 data points spanning 18 years and encompassing 5000 securities. Our objective is to facilitate long-term wealth creation for investors across diverse risk appetites. The integration of our proprietary tactical risk rotation model, alongside sophisticated portfolio hedging mechanisms, enhances our systematic approach. This combination enables us to generate consistent alpha throughout market cycles while concurrently mitigating capital exposure to market volatility.

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, a CFA charter holder and alumnus of MDI Gurgaon, serves as Co-founder, Chief Investment Officer, and Portfolio Manager at Elever. He possesses over 15 years of comprehensive experience in developing both equity and fixed-income investment products. Previously at Indxx Capital, he was instrumental in launching and overseeing investment strategies with an aggregate value exceeding USD 5 billion, serving a diverse clientele including Asset Management Companies (AMCs), ETF sponsors, hedge funds, and pension funds. His expertise in factor investing and quantitative research has enabled him to construct a range of ETF and equity portfolios at Elever, engineered for superior performance relative to market benchmarks across various economic cycles. Karan is dedicated to providing innovative investment solutions that aim to achieve exceptional financial results.

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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

Disclaimer

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice, nor should it be considered a recommendation. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

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