How Elever adds value on top of Multi-asset investing
How Elever adds value on top of Multi-asset investing
How Elever adds value on top of Multi-asset investing
2025 was a reminder the markets don’t owe anyone symmetry
2025 was a reminder the markets don’t owe anyone symmetry
2025 was a reminder the markets don’t owe anyone symmetry
Nov 26, 2025
Equity slipped –3%, gold soared +47%, and debt stayed flat.
For most investors, this wasn’t just surprising — it was unsettling. Because portfolios built on one asset class don’t survive years like this. They magnify risk instead of managing it.
That’s exactly why Elever’s approach exists.
Before we go deeper, here’s a quick explainer:
Equity slipped –3%, gold soared +47%, and debt stayed flat.
For most investors, this wasn’t just surprising — it was unsettling. Because portfolios built on one asset class don’t survive years like this. They magnify risk instead of managing it.
That’s exactly why Elever’s approach exists.
Before we go deeper, here’s a quick explainer:
Elever's factor-focused, multi-asset, quant products are built precisely for years when markets stop making sense.
Why 2025 Exposed The Real Problem: Single-Asset Portfolios
Markets never move in sync. But this year, the divergence was extreme.
What actually happened:
Equity: High valuations met muted earnings → drawdowns widened
Gold: Benefited from global uncertainty → +47%
Debt: Stable but return-capped → offered safety, not growth
A classic portfolio with 70–80% equity exposure had no place to hide.
A pure gold or debt-heavy portfolio missed growth.
But a portfolio that rotates intelligently — rule-based, factor-driven, unemotional — could absorb the shocks.
Why 2025 Exposed The Real Problem: Single-Asset Portfolios
Markets never move in sync. But this year, the divergence was extreme.
What actually happened:
Equity: High valuations met muted earnings → drawdowns widened
Gold: Benefited from global uncertainty → +47%
Debt: Stable but return-capped → offered safety, not growth
A classic portfolio with 70–80% equity exposure had no place to hide.
A pure gold or debt-heavy portfolio missed growth.
But a portfolio that rotates intelligently — rule-based, factor-driven, unemotional — could absorb the shocks.
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Why Multi-Asset + Tactical Rotation Matters Now More Than Ever
Elever’s portfolios don’t stick to static allocations.
They shift, rebalance, rotate, and protect capital based on hard data.
Here’s what this solves:
✅ 1. Growth from the right assets at the right time
Equity when earnings momentum is strong.
Gold when global cycles change.
Debt when volatility spikes.
✅ 2. Lower drawdowns
Tactical rotation cuts down exposure during overvaluation and macro stress.
✅ 3. Stability even when markets zig-zag
Sideways phases, bear phases, and unexpected spikes get absorbed by systems—not emotions.
✅ 4. Long-term compounding
With our Income Strategies, investors get steady monthly payouts and targeted CAGR of up to 19%*—powered by the same multi-asset engine.
What Makes Elever Different?
Elever is India’s only 100% Quant PMS that combines:
Factor-based equity
Domestic + global diversification
Gold and fixed income
Tactical-quant rotation models
Capital-preservation overlays
No human bias.
No stories.
No emotion-led allocation.
Just rules, signals, risk-managed actions — every single day.
Why Multi-Asset + Tactical Rotation Matters Now More Than Ever
Elever’s portfolios don’t stick to static allocations.
They shift, rebalance, rotate, and protect capital based on hard data.
Here’s what this solves:
✅ 1. Growth from the right assets at the right time
Equity when earnings momentum is strong.
Gold when global cycles change.
Debt when volatility spikes.
✅ 2. Lower drawdowns
Tactical rotation cuts down exposure during overvaluation and macro stress.
✅ 3. Stability even when markets zig-zag
Sideways phases, bear phases, and unexpected spikes get absorbed by systems—not emotions.
✅ 4. Long-term compounding
With our Income Strategies, investors get steady monthly payouts and targeted CAGR of up to 19%*—powered by the same multi-asset engine.
What Makes Elever Different?
Elever is India’s only 100% Quant PMS that combines:
Factor-based equity
Domestic + global diversification
Gold and fixed income
Tactical-quant rotation models
Capital-preservation overlays
No human bias.
No stories.
No emotion-led allocation.
Just rules, signals, risk-managed actions — every single day.
Know more by booking a discovery call with our team
Know more by booking a discovery call with our team