Invest Beyond Limits.

Move beyond one-size-fits-all investing. Start with your goals, understand what you may need, and build the right investment strategy around them.

Plan Your Retirement

Build Your Portfolio

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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
Ex-MD, 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
Director of Engineering, Blend
"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
CEO, Swiggy Dineout & Scenes

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
Ex-MD, 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
Director of Engineering, Blend
"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
CEO, Swiggy Dineout & Scenes

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.

Talk to Us

Meet Team

As Featured In

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

Plan with Ametra

Start with your goals. Build with confidence.

Use our simple, data-driven tools to plan for what matters to you and build a portfolio with Ametra’s investment strategies.

Retirement Planning

Plan YourRetirement

See the corpus you may need, account for major life goals, and understand how much you may need to invest each month.

Plan for retirement and life goals

Get monthly investment guidance

See your path to retirement

Plan Your Retirement

Portfolio Building

Build YourPortfolio

Create a personalised portfolio using Ametra strategies based on your investment horizon, risk profile and goals.

Choose from our investment strategies

Customise allocation to your needs

Compare historical performance

Build Your Portfolio

OUR STRATEGIES

Different goals.One systematic approach.

Explore individual Ametra strategies, or combine multiple strategies to build a portfolio aligned with your goals, risk preference and income needs.

Multi-Asset · Income + Compounding

FactorIncome

A diversified multi-asset strategy designed to generate regular income while keeping capital invested for long-term growth.

Risk

Moderate

Strategy Type

Multi-Asset

Designed For

Income + Long-term Growth

Explore Strategy→Build Your Portfolio↗

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
Ex-MD, 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
Director of Engineering, Blend
"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
CEO, Swiggy Dineout & Scenes

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.

Talk to Us

Invest Beyond Limits.

Plan Your Retirement

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.

Discipline in our process.Purpose in your portfolio.

35+ Years

35+ Years

Tailored Portfolios

Tailored Portfolios

Rule-based

Rule-based

SEBI Registered

SEBI Registered

Start with your goals. Build with confidence.

Plan YourRetirement

Build YourPortfolio

Different goals.One systematic approach.

FactorIncome

We’ve Got the Answers You’re Looking For

We’ve Got the Answers You’re Looking For

We’ve Got the Answers You’re Looking For

Let's Discuss Your Investment Goals.

Let's Discuss Your Investment Goals.

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.

Discipline in our process.
Purpose in your portfolio.