Trivantage Capital Managment India Pvt Ltd

Trivantage Capital Managment India Pvt Ltd

AUM (Cr.)


No. of Clients


No. of Investment Approach


As On

30 April 2024

Trivantage Capital is an independent, specialist asset management boutique founded in 2015 with a singular focus on India’s rapidly changing financial sector. Trivantage Capital's independent structure ensures that we remain 100% client centric while our size and focus enables us to respond with agility to market events. With the overall economy expected to grow manifold (5x) and touch USD 5 trillion by 2025, the financial services sector that offers the breadth & depth that no emerging economy does, has exciting investment opportunities for discerning clients who are looking for long term wealth creation.The financial services businesses, which overwhelmingly dominate India by representing more than 40% of stock market capitalisation, deserve the focus of a specialist who understands the nuances and underlying interlinkages to be able to deliver outstanding results for our investors.We have been honoured for creating the “Most Innovative Product” in India (2015) amongst all asset managers by Asia Asset Management, Hong Kong.Trivantage Capital's investment management platform has been approved by some prominent global and Indian private banks / family offices in India.

PMS Investment Approach(s) Returns
Investment Approach Category 1 Yr 2 Yr 3 Yr 5 Yr Inception Date
Resurgent Financials
MULTI CAP 12.14% 14.44% 9.60% 7.41% 17 Feb, 2016
Select Diversified Strategy
MULTI CAP 25.04% 20.45% 13.60% NA 18 May, 2020
Focussed Corp Lenders - Plan B
THEMATIC 12.46% 16.53% 10.08% 6.05% 10 Dec, 2018
Edge Portfolio
MULTI CAP 33.01% 24.46% 18.04% NA 11 May, 2020
Small and Midcap Financials
SMALL & MID CAP 19.27% NA NA NA 01 Mar, 2023

* Returns are as on  31st  May 2024, * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1

Portfolio Manager Profile

Mr Nikhil Johri

Mr Nikhil Johri

Founder & CIO







AMC Registered Address

Flat No. 2005, The Imperial Tower North, B B Nakashe Marg,M P Hill Compound, Tardeo,Mumbai,Maharashtra,India-400034
SEBI Reg No : INP000004656

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Disclaimer & Risk Factors:

We have taken and continue to take utmost care and caution in compilation of current and historical data (such as performance of Portfolio Managers, investment approaches followed and/or AUM of Portfolio Managers etc.,). We also take due care in analysis (such as making comparisons etc.,) of the data. The information and data provided by PMS bazaar on its website (including any of its publications/e-mails/newsletters) have been obtained and culled out of whatever is available on public domain/provided by the Portfolio Managers either on their own or at the request of PMS Bazaar and we do not in any way guarantee the accuracy [(in general and as well as with respect to regulatory compliance(s)], reliability, completeness, current-ness and/or timeliness of any content, information, data, analysis, software, text, graphics, links or communications provided on or through the use of the Website and we assume no liability and cannot be held responsible for any errors or omissions in such information, data (including regulatory non-compliances, if any) and/or analysis of such information and data nor for the results obtained by any user of the website (including any publications/e-mails/newsletters of PMS Bazaar) from the use of such content, information, data, analysis, software, text, graphics, links or communications provided on the Website or for any monetary or other damage suffered by you on account of such usage.

All information present on the Website of PMS bazaar (including any publications/e-mails/newsletters of PMS Bazaar) is to help investors in their decision-making process and shall not be considered as a recommendation or solicitation of an investment or investment strategy/approach/funds. The names of the portfolios/ strategies/approach/funds do not, in any manner, indicate their prospects or returns. There is no assurance or guarantee that the objective of portfolios/ strategies/approach/funds will be achieved. Past performance is not necessarily a guide to future performance and no way guarantee the future performance. Investment in securities markets is subject to market risks, Investors are responsible for their investment decisions and are responsible to validate all the information used to make the investment decision.All the information provided herein including Performance is not verified by SEBI nor has SEBI certified the accuracy or adequacy of the same.