Pic: Elever Founders Santosh R, Ram Subramaniam, Karan Aggarwal and Anshul Sharan
The portfolio manager aims to achieve ₹1,000 crore in AUM within the next two years with its factor-based investing approach to ensure superior risk-adjusted returns
BENGALURU, Jan 28 (The CONNECT) – SEBI-registered wealth- tech platform, Elever has announced the launch of its new Portfolio Management Services (PMS) to deliver consistent, long-term returns to investors. Elever uses a combination of data and technology to suggest systematic investments to its clients.
Its quant-based investment approach – using mathematical and statistical models, algorithms, and data to make decision – is designed to help investors achieve significant alpha on invested amounts
“Generating alpha consistently in today’s market is a significant challenge,” said Karan Aggarwal, Co-founder and Chief Investment Officer at Elever PMS.
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. This all-weather strategy aims to enhance portfolio performance by combining data-driven insights with a systematic approach ensuring 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.” Aggarwal said. The launch of the PMS addresses a critical market gap, as traditional active money management strategies have increasingly struggled to outperform benchmarks. According to Elever’s analysis, over the past 18 years, most large-cap active funds underperformed their benchmarks in 13 years, while mid-cap funds faced similar challenges since the mid-2010s. This underperformance has fueled demand for advanced, data-driven investment solutions like Elever’s PMS, which delivers superior, consistent returns for investors.
