Trivantage PMS or Portfolio Management Review 2024

Trivantage PMS stands as a beacon of excellence in the financial landscape, offering discerning investors personalized and proficient investment solutions.

With a rich legacy of trust and expertise, Trivantage Portfolio Management provides a diverse range of services tailored to individual preferences and financial goals.

In this article, you will get a detailed review of its PMS performance, charges, strategies, support & more.

Total AUM	Rs.455.63 Cr.
Avg. 1 Year Return	28.17%
Active Clients	71
No. of Strategies	5
Minimum Investment	Rs.50 Lakh
Experience	9 Years

Trivantage PMS - Company Overview

Trivantage Portfolio Management Service Performance or Returns

1 Year Return

28.17%

Nifty 50 - 1 Year Return

10.74%

3 Year Return

22.19%

Nifty 50 - 3 Year Return

20.15%

5 Year Return

6.77%

Nifty 50 - 5 Year Return

11.52%

Trivantage PMS Commission, Charges or Fees

Fixed Fees

2.5% of Fund Value (AMC)

Variable AMC

1.5% of Fund Value

Variable Profit Sharing

20% (if above 10% profit)

Exit Load 1st Year

3.00%

Exit Load 2nd Year

2.00%

Exit Load 3rd Year

1.00%

Best Strategies by Trivantage Portfolio Management Services

Check out various strategies or Investment approaches provided by Trivantage Portfolio Managers.

Strategy Name	Resurgent Financials	Select Diversified Strategy	Focussed Corp Lenders – Plan B	Edge	Small and Midcap Financials
Start Date	17-Feb-16	18-May-20	10-Dec-18	11-May-20	01-Mar-23
Category	Multi Cap	Multi Cap	Thematic	Multi Cap	Multi Cap
Benchmark	Nifty 50	Nifty 50	Nifty 50	Nifty 50	Nifty 50
AUM (Rs.)	Not Disclosed	Not Disclosed	Not Disclosed	Not Disclosed	Not Disclosed
No. of Stocks	15	19	9	Not Disclosed	Not Disclosed
1 Yr. Return	23.62%	39.15%	8.07%	42.02%	NA
3 Yr. Return	13.77%	17.22%	13.53%	20.29%	NA
5 Yr. Return	10.61%	NA	7.14%	NA	NA
Fund Manager	Mr. Nikhil Johri	Mr. Nikhil Johri	Mr. Nikhil Johri	Not Disclosed	Not Disclosed