Trivantage Capital Management India Pvt Ltd – Portfolio Management Services (PMS)

Established in 2015, Trivantage Capital is an independent asset management firm specializing in India's dynamic financial landscape. Our distinct, client-focused structure, coupled with our focused approach, facilitates a nimble response to market shifts. As India's economy is projected to expand significantly, reaching USD 5 trillion by 2025, its financial services sector presents substantial investment prospects. This sector, characterized by its unparalleled breadth and depth within an emerging economy, is well-positioned for long-term wealth generation for astute investors. Financial services firms constitute over 40% of India's stock market capitalization, underscoring the necessity of a specialist's expertise to navigate their complexities and interdependencies for superior investor outcomes. Trivantage Capital's commitment to innovation was recognized with the "Most Innovative Product" award in India (2015) by Asia Asset Management, Hong Kong. Our investment management platform has also received endorsement from leading global and domestic private banks and family offices in India.

AUM (₹ Cr)

245.25

Clients

68

Strategies

3

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

Trivantage Capital Management India Pvt Ltd Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
Edge Portfolio Multi Cap & Flexi Cap -1.37% 17.39% 14.88% May 2020
Small and Midcap Financials Small & Mid Cap 9.89% Mar 2023
Emerging Leaders Small & Mid Cap Apr 2025

Past performance is not indicative of future results. Returns are subject to market risks.

Portfolio Managers & Fund Management Team

Mr Nikhil Johri

Founder & CIO

Mr. [Name] brings extensive leadership experience in the Indian asset management sector, having previously led country-level operations for prominent global financial institutions including Alliance Capital (now AllianceBernstein), ABN AMRO, and BNP Paribas. Throughout these engagements, he held board positions within their Indian entities and contributed to their respective Asian management committees. His governance experience extends to serving on the Board of Directors of the Association of Mutual Funds in India (AMFI). Mr. [Name] commenced his career at ICICI Limited (now ICICI Bank) and subsequently managed treasury portfolios at ANZ Bank, including a period with the bank’s global treasury unit in Sydney, Australia, a leading international financial market. He later held the position of Treasurer for a significant Indian corporation, overseeing investment portfolios. This comprehensive background across diverse financial segments positions Mr. [Name] as a rare professional with deep insights into the interconnectedness of the Indian financial ecosystem. He established Trivantage Capital to capitalize on compelling emerging opportunities within India, coinciding with a transformative period for the nation's financial sector. Mr. [Name] has developed a proprietary investment methodology for equity selection. This model integrates his evaluation of fundamental business drivers, such as strategic resilience and management team integrity, with insights derived from his established relationships with senior leaders across leading Indian banking and financial services organizations. Academically, Mr. [Name] is an alumnus of the Indian Institute of Management (IIM), Ahmedabad, and is a member of The Institute of Chartered Accountants of India (ICAI).

Interested in Trivantage Capital Management India Pvt Ltd?

Get in touch with our partner to learn more about Trivantage Capital Management India Pvt Ltd's portfolio management services and how they align with your investment goals.

Regulatory Information

SEBI Registration: INP000004656

Registered Office: Trivantage Capital Management India Private Limited 508, Arcadia, NCPA Marg, Nariman Point Mumbai – 400 021

Disclaimer

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice, nor should it be considered a recommendation. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

The individuals or organizations featured have not endorsed or approved this content. Affluense AI does not act as a broker, distributor, intermediary, or investment advisor.

For official or regulatory matters, please refer to formal communication channels of the respective organization.

Last Updated: December 2025 · Published by Affluense AI (affluense.ai)