Invest Beyond Limits.

Move beyond one-size-fits-all investing. We use a disciplined, data-driven portfolio construction methodology to determine the right combination of investment strategies for your goals.

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Client Speak

"I already had PMS investments, but Ametra 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. Ametra'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 Ametra'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 Ametra'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 Ametra'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

Client Speak

"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

Client Speak

"I already had PMS investments, but Ametra 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 Ametra'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. Ametra'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 Ametra'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 Ametra'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

Meet our CIO

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 Ametra, designed to outperform market benchmarks across market cycles.

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Meet our CIO

THE AMETRA DIFFERENCE

Discipline in our process.
Purpose in your portfolio.

Our investment approach combines deep research, proven frameworks and rigorous risk control to deliver consistent, risk-adjusted outcomes.

35+ Years

Combined leadership experience across investing and financial services.

Tailored Portfolios

Designed around your goals, risk profile, and return expectations.

Rule-based

Investment decisions driven by data and rules, not emotions or predictions.

SEBI Registered

SEBI registered Portfolio Manager with institutional governance and oversight.

Data-backed

Disciplined Process

Risk Aware

Long-term Focused

Our Schemes

Multi Asset | Income + Inflation Compounding

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.

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Download Factsheet

* Income would be suspended/delayed if client portfolio is at or below INR 50 Lakhs.

Large Cap & Mid Cap | High Risk Alpha

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.

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Download Factsheet

Fund of Funds | Asset Allocation Alpha

FactorCore

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

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Download Factsheet

Small Cap | High Risk Size Alpha

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.

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Download Factsheet

Multi Asset | Capital Preservation + Income

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.

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* Income would be suspended/delayed if client portfolio is at or below INR 50 Lakhs.

FAQs

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 Ametra PMS?

How are Ametra PMS returns calculated?

How are Portfolio Management Services different from mutual funds?

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

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

Can I sell my PMS investment at any time?

What is the capital gains tax on Ametra PMS?

Let's Discuss Your Investment Goals.

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Invest Beyond Limits.

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

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

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

Discipline in our process.Purpose in your portfolio.

Discipline in our process.Purpose in your portfolio.