PL ELEVATENDPMS
Building India's Leading Systematic AMC — elevating wealth through precision and insight.
The advantages of holding the final say.
Every recommendation reaches you before it reaches the market. You approve, we execute.
Investor-led decisions
Trades executed only with your consent.
Customised portfolio design
Portfolios tailored to your goals.
Efficient execution and reporting
Trade handling and reporting under SEBI norms.
Full transparency and flexibility
No hidden transactions, no discretionary moves.
Research-backed advisory
Access to PL's research and insights.
Strategic collaboration
Close partnership between you and your RM.
Inbound portfolio review · Restructuring advice · Outbound ideas.
Portfolio restructuring
Sector positioning and return potential.
Active monitoring and rebalancing
Based on market shifts and asset behaviour.
Portfolio creation
Tailored to your return objectives, liquidity needs and market outlook.
High-conviction ideas
Bespoke, research-backed stock and sector ideas.
Alpha-focused strategy
Meaningful alpha through conviction-led investing.
Risk-aligned advisory
Drawdown protection and rally participation.
Bridging quant precision with fundamental conviction.
Every shortlisted company clears six checks before it reaches you as a recommendation.
Business quality
Durable moats, healthy cash flows and scalable models — only resilient businesses make the cut.
Risk & valuation
Downside is mapped first; we buy with a margin of safety, never at any price.
Industry tailwinds
Structural sector trends and demand cycles that support multi-year compounding.
Data & quant signals
Proprietary factors and 1,000+ market indicators confirm the fundamental view.
Governance
Management integrity, capital allocation and disclosure quality are non-negotiable.
Entry & exit discipline
Position sizing, timing and pre-defined exit triggers govern every recommendation.
How an idea becomes a position.
Every recommendation passes through six steps before execution.
Idea generation
Screens, quant models and analyst coverage surface candidate names across the all-cap universe.
Quant filter
Proprietary factors rank each idea on quality, momentum, value and risk.
Fundamental deep-dive
Business, financials, governance and valuation are stress-tested by the research desk.
Investment committee
Each shortlisted idea is debated and sanctioned against the strategy mandate.
Recommendation & consent
You receive a rationale note; the trade is placed only after your approval.
Execution & monitoring
Orders are executed under SEBI norms and tracked continuously for review.
Risk gets the same research as returns.
Position sizing & concentration
Exposure limits per stock and sector keep single-name and thematic risk in check.
Drawdown monitoring
Portfolios are tracked in real time against pre-set drawdown thresholds.
Liquidity checks
Every holding is screened for tradable liquidity before it enters the book.
Scenario & stress testing
Positions are tested across macro and market-shock scenarios before sizing.
Fee structures range from fully fixed to fully performance-linked.
Fixed
A flat management fee with no performance component — fully predictable costs.
Variable
A performance-linked fee charged only on returns above an agreed hurdle.
Hybrid
A lower fixed fee combined with a share of performance above the hurdle.
Variable-Alpha
Performance fee applied on alpha generated over the Nifty 500 benchmark.
Rates scale by mandate size, from ₹10 Cr+ through to family office allocations. Full schedule in the brochure.
- Full transparency and flexibility
- SEBI-regulated and consent-based
- HNI and family office focus
“In every step, precision prevails. Your portfolio, your control, our research edge.
FAQs.
Quant discipline meets
fundamental insight.
Institutional-grade portfolios designed for consistent alpha and managed risk, across every cycle.