The Future of Factor & AI
Investing is Here

Transform your investments with personalized portfolios powered by factor research, behavioral finance, and AI — delivering institutional-grade, smart-money strategies by SEBI-registered professionals.

Kevala Invest empowers stock brokers and investment advisors across India with advanced Factor Investing technology and education. Our machine and human embedded approach delivers custom factor sleeves tailored to individual investor goals. As a SEBI-registered investment advisor (IN000020420), we combine cutting-edge AI algorithms with expert human judgment to create systematic, risk-optimized investment strategies. Our platform provides access to 15+ factor-based strategies, including specialized solutions for market trends, value investing, momentum strategies, and quality factor selection. Whether you're exploring factor investing trends in India or seeking to optimize your portfolio with custom factors, our solution sandbox empowers advisors to deliver institutional-grade results to their clients.

0+
Years Combined Experience
0+
Investment Strategies
SEBI
Registered Investment Advisor
IN000020420

Investment Strategies

Choose from our comprehensive suite of factor-based investment strategies, each designed to optimize returns while managing risk

🛡️

Solid Shield

Market-style returns, with a steadier ride.

+3%
Annual Excess Return*
Click to see details
🛡️

Solid Shield

Market-style returns, with a steadier ride.

Profitable, low-debt companies with steadier price behaviour, aiming for market-style returns while cushioning the ride through market downturns.
Historical Outperformance
2.5% - 3%
Nifty 500 Quality 50, Nifty 500 Low Volatility 50 vs Nifty 500 (April 05 to May26)
NSE Low Volatility Factor Index
NSE Quality Factor Index
Low Beta
Counter-Cyclical Quality Businesses
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🧭

Adaptive Alpha

The sweet spot of risk and reward.

+5%
Annual Excess Return*
Click to see details
🧭

Adaptive Alpha

The sweet spot of risk and reward.

lends every major factor at once and shifts the mix as conditions change, aiming for the most balanced risk-adjusted returns across market cycles.
Historical Outperformance
+5%
*Nifty 500 MQVLv 50 vs Nifty 500 (Apr 2005–May 2026)
NSE Multi-Factor Index
Profitable
Reasonably Priced
Trending
Low-Drama
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🚀

Factor Mavericks

Leans into the market's strongest return drivers — bigger upside, bigger swings.

+8%
Annual Excess Return*
Click to see details
🚀

Factor Mavericks

Leans into the market's strongest return drivers — bigger upside, bigger swings.

Targets undervalued companies and proven price winners across the widest universe, dialling factors up or down with the market for the highest growth potential.
Historical Outperformance
1.5% - 8%
Nifty 500 Value 50, Nifty 500 Momentum 50 vs Nifty 500 (April 2005 to May 2026)
NSE Momentum Factor Index
NSE Value Factor Index
Undervalued Picks
Trending Winners
Click to flip back

How it Works

A simple three-step process to get started with systematic, AI-enhanced factor investing

1

Data-Driven Analysis

Our AI algorithms analyze market data, financial fundamentals, and multiple factors to identify optimal investment opportunities with systematic precision.

2

Smart Portfolio Construction

Intelligent portfolio optimization combines multiple factors for diversified risk-adjusted returns, eliminating emotional bias through rules-based approach.

3

Continuous Optimization

Regular rebalancing and strategy adaptation ensure your portfolio stays aligned with market conditions and maintains optimal risk-return profile.

Meet the Team

Led by industry experts with 75+ years of combined experience in investment management and AI-driven analytics

JG

Jayadrath Gunjal

IIM C & CFA

Chief Investment Officer

28%
CAGR
15+
Years

"Factors + AI = The future of active investing in India"

LK

Lalit Kumar

IIT B

Chief Quant Intelligence Officer

AI/ML
Expert
15+
Years

"Most advanced, scalable, and intelligent quant research infrastructure in India"

AK

Anurag Kataria

Pune University

Chief Ecosystem Officer

Ecosystem
Architect
15+
Years

"Powering the entire factor investing ecosystem in India"

Simple Pricing

Transparent pricing with no hidden fees. Start your factor investing journey today.

Factor & AI Investing

2.5% of AuA per annum
AuA refers to assets for which advisory recommendations are provided
Calculated on the average AuA
Fees adjusted periodically against services rendered
Charged in advance and adjusted pro‑rata
Start with Minimum portfolio size of 1 lakh and yearly fees of 2500
Start Your Journey

Why Choose Our Subscription

🤖

AI-Enhanced Decisions

Advanced algorithms and machine learning models optimize your investment decisions

📊

Rules-Based Approach

Systematic methodology eliminates emotional bias and ensures disciplined execution

🛡️

Risk-Optimized Portfolios

Multi-factor diversification and intelligent risk management for optimal returns

Frequently Asked Questions

Everything you need to know about Factor & AI investing

What is Factor & AI investing?

Factor & AI investing combines proven investment factors (Quality, Value, Momentum, Low Volatility) with artificial intelligence to create systematic, rules-based investment strategies that eliminate emotional bias and optimize returns.

How does the onboarding process work?

After selecting your pricing plan, you'll be redirected to kevalainvest.com to complete the onboarding process, which includes risk assessment, e-sign documentation, and KYC verification. No signup is required on this microsite.

What is the minimum investment amount?

The minimum investment is ₹5 Lakhs, and you can invest in multiples of ₹1 Lakh. The annual subscription fee of ₹25,000 covers portfolios up to ₹10 Lakhs.

How often are portfolios rebalanced?

Portfolios are systematically rebalanced every 15 days using our AI-enhanced algorithms. You'll receive automated alerts before each rebalancing event, ensuring transparency in the process.

Can I switch between different investment strategies?

Yes, you can re-map strategy sleeves as needed. We conduct profile reassessments at key intervals and provide seamless transitions between strategies based on your changing investment needs.

What kind of reporting and support do I get?

You'll receive monthly performance reports with actionable insights, a dedicated relationship manager, dealer cheat-sheets for quick reference, and expert guidance on investment decisions throughout your journey.