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

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.

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

He has headed the India businesses for global asset managers such as Alliance Capital (now AllianceBernstein), ABN AMRO and BNP Paribas. During many of these stints, Nikhil served on the Indian Boards of these firms whilst also actively contributing as a member of their Asian Management teams. He has also served on the Board of Directors of the Association of Mutual Funds in India (AMFI). Nikhil started his career with ICICI Limited (now ICICI Bank) and went on to manage treasury portfolios in ANZ Bank with a stint in the bank’s global treasury unit at Sydney, Australia, which is one of the most developed financial markets in the world. He later managed investment portfolios as Treasurer of a prominent Indian Corporate. Nikhil’s vast experience across various domains makes him among the very few professionals in India with insights into interlinkages within the Indian Financial Sector. He founded Trivantage Capital to focus on this very attractive emerging opportunity in India at the time when the Indian Financial Sector landscape is set to change like never before. He has built a proprietary investment model for stock selection that blends his assessment of factors such as robustness of business strategy and credibility of management teams while benefiting from his close association with leaders of some of the best known banks & financial services firms in the country. Nikhil is an alumnus of the prestigious Indian Institute of Management (IIM), Ahmedabad and is a member of The Institute of Chartered Accountants of India (ICAI).

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Regulatory Information

SEBI Registration: INP000004656

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

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