Elever Investment PMS stands as a beacon of excellence in the financial landscape, offering discerning investors personalized and proficient investment solutions.

With a rich legacy of trust and expertise, Elever Investment Portfolio Management provides a diverse range of services tailored to individual preferences and financial goals.

In this article, you will get a detailed review of its PMS performance, charges, strategies, support & more.

Total AUM Rs.18.51 Cr.
Avg. 1 Year Return 7.90%
Active Clients 34
No. of Strategies 4
Minimum Investment Rs.50 Lakh
Experience 1 Year

Elever Investment PMS - Company Overview

Category

Portfolio Management

Organization Type

Private

Head Office

Bangalore, Karnataka

Founder

Abhishek Chauhan

Founded In (year)

2024

Elever Investment Portfolio Management Service Performance or Returns

1 Year

7.90%

Nifty 50 - 1 Year

10.74%

3 Year

NA

Nifty 50 - 3 Year

20.15%

5 Year

NA

Nifty 50 - 5 Year

11.52%

Elever Investment PMS Charges or Fees

Fixed Fees

2.00% of Fund Value (AMC)

Variable AMC

0.5% of Fund value

Variable Profit Sharing

20% (Profit Sharing over 10%)

Exit Load 1st Year

1.00%

Exit Load 2nd Year

NA

Exit Load 3rd Year

NA


Best Strategies by Elever Investment Portfolio Management Services

Check out various strategies or Investment approaches provided by Elever Investment Portfolio Managers.

Strategy Name Factoralpha Smallcap PMS Factoralpha PMS Factorincome PMS Factorshields PMS
Start Date 21-Oct-24 16-Oct-24 16-Oct-24 16-Oct-24
Category SMALL CAP MULTI CAP & FLEXI CAP MULTI ASSET MULTI CAP & FLEXI CAP
Benchmark S&P BSE 500 S&P BSE 500 NSE Multi Asset Index 2 S&P BSE 500
AUM (Rs.) Not Disclosed Not Disclosed Not Disclosed Not Disclosed
No. of Stocks NA NA NA NA
1 Yr. Return 7.90% NA NA NA
3 Yr. Return NA NA NA NA
5 Yr. Return NA NA NA NA
Fund Manager Mr Karan Mr Karan Mr Karan Mr Karan

Top Fund Managers of Elever Investment PMS

#1

Mr Karan

Check out Business Opportunities with Similar Brands

Investment Facilities provide by Elever Investment Portfolio Manager

Custom Strategy

Not Allowed

Strategy Switch

Allowed

Switch Charges

1.15% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

1% within 1st Year

Elever Investment Portfolio Management Support

Call Support

Available

Email Support

Available

Chat Support

Not Available

Dedicated RM Support

Available

Fund Manager Intereraction

Not Available

Issue Resolving TAT

Max 5 Working days

Elever Investment PMS Dashboard Link

Web Platform


Elever Investment PMS Review or Ratings by Finec.in

Overall Rating

7.09 / 10

Portfolio Performance

7.05 / 10

Support

7.23 / 10

Facilities

6.98 / 10

Charges

6.91 / 10

Experience

7.27 / 10

Elever Investment Portfolio Management Services - SEBI Details

SEBI Reg. No.

INP000008905

Contact Person

Mr.Karan Karan

Telephone No.

91 9717001074

Address

Smartworks, Vaishnavi Tech Park, 5th Floor, South Wing,Sarjapur Main Road, Bellandur Gate, Ambalipura,BANGALORE,KARNATAKA,560103

Starting Date

2024-08-28

Check out Business Opportunities with Similar Brands

Elever Investment PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with Elever Investment Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Customer ratings and reviews of Elever Investment PMS

Double your Investment in 3 YearsInvest in PMS