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 Investment Advisory (SEBI RIA: IN000020420) partners with Market-Hub Stock Broking (SEBI Broker: INZ000211837) to empower 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. Kevala provides research and advisory services while MarketHUB provides execution and brokerage services. 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.

Investment Strategies Offered by Kevala Investment Advisory

All strategies are systematically rebalanced every 15 days using AI-enhanced algorithms. Minimum investment: ₹5 Lakhs. Annual advisory fee: ₹25,000 for portfolios up to ₹10 Lakhs. SEBI-registered investment advisor empowering brokers including Market-Hub Stock Broking with factor investing solutions.

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

Sworn to protect against market volatility.

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

Solid Shield

Sworn to protect against market volatility.

Stable stocks with lower price fluctuations, providing smoother returns and better protection during market downturns.
Historical Outperformance
+3%
Annual excess return over Nifty 500
*Nifty 500 Low Volatility 50 vs Nifty 500 (Apr 2005–Mar 2025)
NSE Low Volatility Factor Index
Low Beta
Downside Protection
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🌳

Quality Compounders

Rooted strength, compounding growth through time.

+2%
Annual Excess Return*
Click to see details
🌳

Quality Compounders

Rooted strength, compounding growth through time.

Focus on companies with strong financial health and competitive advantages
Historical Outperformance
+2%
Annual excess return over Nifty 500
*Nifty 500 Quality 50 vs Nifty 500 (Apr 2005–Mar 2025)
NSE Quality Factor Index
High ROE/ROCE
Low Debt
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💎

Value Deepcut

Undervalued gems poised to shine.

+1%
Annual Excess Return*
Click to see details
💎

Value Deepcut

Undervalued gems poised to shine.

Undervalued companies trading below intrinsic worth, offering potential for significant price appreciation as market corrects.
Historical Outperformance
+1%
Annual excess return over Nifty 500
*Nifty 500 Value 50 vs Nifty 500 (Apr 2005–Mar 2025)
NSE Value Factor Index
EV/EBITDA
FCF Yield
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🚀

Momentum Mavericks

Rooted strength, compounding growth through time.

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

Momentum Mavericks

Rooted strength, compounding growth through time.

Capitalizes on existing market trends by investing in stocks showing strong price performance, with built-in protection against market crashes.
Historical Outperformance
+8%
Annual excess index return
*Nifty 500 Momentum 50 vs Nifty 500 (Apr 2005–Mar 2025)
NSE Momentum Factor Index
Trend Filters
Crash Protection
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⚙️

Factor Fusion

The best of all worlds, working in harmony.

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

Factor Fusion

The best of all worlds, working in harmony.

Combines the strengths of multiple factor styles—quality, value, and momentum—to create a balanced portfolio that performs consistently across market cycles
Historical Outperformance
+5%
Annual excess return
*Nifty 500 MQVLv 50 vs Nifty 500 (Apr 2005–Mar 2025)
NSE Multi-Factor Index
Low turnover
Diversified Drivers
Cycle Balance
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🧭

Adaptive Alpha

Navigates regime shifts to stay aligned with opportunity.

+13%
Annual Excess Return*
Click to see details
🧭

Adaptive Alpha

Navigates regime shifts to stay aligned with opportunity.

Dynamically adjusts factor exposures based on changing market conditions, seeking superior risk-adjusted returns through timely rotation and data-driven adaptability.
Historical Outperformance
+13%
Annual excess return
*Nifty 500 MQVLv 50 vs Nifty 500 (Apr 2005–Mar 2025)
NSE Multi-Factor Index
Dynamic Rotation
Regime Detection
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 50+ years of combined experience in investment management and AI-driven analytics

JG

Jayadrath Gunjal

IIM C & CFA

Chief Investment Officer

28%
CAGR
20+
Years

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

LK

Lalit Kumar

IIT B

Chief Quant Intelligence Officer

AI/ML
Expert
10+
Years

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

AK

Anurag Kataria

Pune University

Chief Ecosystem Officer

Ecosystem
Architect
20+
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

₹6,250 per quarter
₹25,000 per annum
Portfolio cap ₹10 Lakhs
Access to 15+ strategies
Dedicated relationship manager
Monthly performance reports
Automated rebalancing alerts
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.

What is the relationship between Kevala Investment Advisory and Market-Hub Stock Broking?

This is a co-branded partnership microsite for clients of Market-Hub Stock Broking Private Limited (SEBI Broker: INZ000211837). Kevala Investment Advisory (SEBI RIA: IN000020420) provides factor investing research and advisory services. Market-Hub Stock Broking provides execution and brokerage services. Clients signing up through this site will have Kevala as their investment advisor and MarketHUB as their stock broker.