Wealthtech platform Elever launches innovative portfolio management services – Know who can invest

Weathtech platform Elever has launched innovative Portfolio Management Services (PMS), introducing four new products each tailored to meet diverse investment needs and risk profiles. These unique schemes are: FactorAlpha PMS, FactorAlpha SmallCap PMS, FactorShields PMS, and FactorIncome PMS.

With these schemes, which are aimed at generating consistent and long-term returns through a quant-based investment approach for investors, Elever looks to achieve Rs 1,000 crore in assets under management (AUM) within the next two years, according to a release shared by the company.

Elever’s investment approach

The portfolio manager will use a combination of data and technology to suggest systematic investments to its clients, helping investors achieve significant alpha on invested amounts, it said.

Elever’s rule-based models, factor investing strategies, and tactical quant methods help not only to pick good quality stocks but also select the right investment weightage, the company said, adding that this all-weather strategy aims to enhance portfolio performance by combining data-driven insights with a systematic approach ensuring superior risk-adjusted returns.

“Generating alpha consistently in today’s market is a significant challenge,” said Karan Aggarwal, Co-founder and Chief Investment Officer at Elever PMS.

Elever aims to deliver superior risk-adjusted returns

“Our investment philosophy is built on three core pillars: rule-based investing, factor alpha, and tactical allocation. By eliminating human bias through our 100% rule-based approach and combining proprietary factor models with tactical risk rotation, we aim to navigate market cycles effectively and deliver superior risk-adjusted returns,” he said.

According to a recent Deloitte report, the unmet demand for wealth management services in FY24 was estimated at USD 0.4 trillion, with target customer segment wealth expected to rise from USD 1.1 trillion in FY24 to USD 2.3 trillion by FY29. PMS AUM in India has nearly tripled, growing from USD 149 billion in FY17 to USD 405 billion in FY24.

Higher awareness about PMS as an investment vehicle and stock market returns post-COVID are the key drivers of this growth, said the Elever release.

“At Elever, we are pioneering factor investing in PMS because it offers a systematic and transparent approach to delivering consistent value,” said Anshul Sharan, Co-founder and CEO of Elever.

Who can invest in Elever PMS?

“This offering primarily provides exposure to equity markets, making it best suited for experienced investors who have been active in equity markets for at least three years,

 » Read More

Related Articles

The Evolution of Gurgaon’s Real Estate: How Dwarka Expressway is leading the way

With rising demand and consistent price appreciation, Gurgaon’s real estate market is on a strong growth trajectory. Its prime location, excellent connectivity, and world-class infrastructure make it a preferred choice for homebuyers and investors alike. The Evolution of Gurgaon Real Estate Infrastructure Gurgaon has long been a pioneer in shaping India’s luxury real estate market

Fixed Deposit: Make the most of current FD rates before they start falling

Fixed deposit (FD) rates are currently looking pretty attractive. If you’ve been thinking about parking your savings in guaranteed return investment schemes and earn decent returns, this might be the best time to do so. Banks are currently offering interest rates as high as 8% on FDs, with smaller banks pushing the envelope even further.

FPIs’ incessant selling continues; withdraw Rs 7,300 crore from equities in a week

The exodus of FPIs from the Indian equity markets continued unabated, as they withdrew over Rs 7,300 crore (about 840 million) in the first week of this month due to global trade tensions, with the US imposing tariffs on countries such as Canada, Mexico, and China. This came following an outflow of Rs 78,027 crore

LEAVE A REPLY

Please enter your comment!
Please enter your name here

Stay Connected

0FansLike
0FollowersFollow
0SubscribersSubscribe
- Advertisement -

Latest Articles

The Evolution of Gurgaon’s Real Estate: How Dwarka Expressway is leading the way

With rising demand and consistent price appreciation, Gurgaon’s real estate market is on a strong growth trajectory. Its prime location, excellent connectivity, and world-class infrastructure make it a preferred choice for homebuyers and investors alike. The Evolution of Gurgaon Real Estate Infrastructure Gurgaon has long been a pioneer in shaping India’s luxury real estate market

Fixed Deposit: Make the most of current FD rates before they start falling

Fixed deposit (FD) rates are currently looking pretty attractive. If you’ve been thinking about parking your savings in guaranteed return investment schemes and earn decent returns, this might be the best time to do so. Banks are currently offering interest rates as high as 8% on FDs, with smaller banks pushing the envelope even further.

FPIs’ incessant selling continues; withdraw Rs 7,300 crore from equities in a week

The exodus of FPIs from the Indian equity markets continued unabated, as they withdrew over Rs 7,300 crore (about 840 million) in the first week of this month due to global trade tensions, with the US imposing tariffs on countries such as Canada, Mexico, and China. This came following an outflow of Rs 78,027 crore

Co-working spaces boom in small towns

In December last year, Andhra Pradesh chief minister N Chandrababu Naidu, in a bid to boost employment opportunities for women, ordered state officials to facilitate development of co-working spaces and “neighbourhood working spaces”. By the end of 2025, Andhra Pradesh aims to set up 1,50,000 seats in co-working space centres in government and private buildings.

India most expensive market: Valuation guru Aswath Damodaran

By Ananya Grover The Indian stock market is the most expensive and no amount of “hand-waving” can justify the story of paying 31 times earnings, 3 times revenue and 20 times EBITDA, in the aggregate, for Indian companies, believes valuation guru Aswath Damodaran. The New York University finance professor, in a recent blog post,  noted