Trivantage PMS or Portfolio Management – Performance, Cost, Support & more
Trivantage PMS (Portfolio Management Services) is a premier investment solution designed to cater to the diverse financial goals of investors.
Known for its expertise in equity investments, this PMS house offers a range of strategies tailored to maximize returns through research-driven portfolio management.
The Trivantage Portfolio Management services prioritize client-centric solutions, leveraging deep market insights, robust risk management, and innovative strategies to deliver consistent results.
Trivantage PMS - Snapshot
Total AUM
1 Year Return
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Experience
Active Clients
Trivantage Portfolio Management Review & Ratings by Franchisebyte
Portfolio Performance
Fees
Experience
Support
Facilities
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Star Rating
Overview of Trivantage Portfolio Management Services
Organization Type
Head Office
Founder
Founded In (year)
No. of Active Clients
Minimum Investment
Investment Strategies
Trivantage PMS Returns or Performance
1 Year
Nifty 50 - 1 Year
3 Year
Nifty 50 - 3 Year
5 Year
Nifty 50 - 5 Year
Trivantage PMS Charges or Cost
Fixed Fees
Variable AMC
Variable Profit Sharing
Exit Load 1st Year
Exit Load 2nd Year
Exit Load 3rd Year
Trivantage PMS Investment Strategies
| Strategy Name | Resurgent Financials | Edge | Small and Midcap Financials |
| Start Date | 17-Feb-16 | 11-May-20 | 01-Mar-23 |
| Category | Multi Cap | Multi Cap | Multi Cap |
| Benchmark | Nifty 50 | Nifty 50 | Nifty 50 |
| AUM (Rs.) | Not Disclosed | Not Disclosed | Not Disclosed |
| No. of Stocks | 15 | Not Disclosed | Not Disclosed |
| 1 Yr. Return | 16.62% | 37.81% | 22.56% |
| 3 Yr. Return | 7.01% | 16.86% | NA |
| 5 Yr. Return | 10.44% | 20.09% | NA |
| Fund Manager | Mr. Nikhil Johri | Mr. Nikhil Johri | Mr. Nikhil Johri |
Top Portfolio Managers of Trivantage Portfolio Management Services
#1
Trivantage Portfolio Manager - Customer Support
Call Support
Email Support
Chat Support
Dedicated RM Support
Fund Manager Intereraction
Issue Resolving TAT
Trivantage Portfolio Management - Investment Facilities
Custom Strategy
Strategy Switch
Switch Charges
NRI Investment
Discretionary
Non-Discretionary
Early Exit
Early Exit Charges
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Trivantage PMS - SEBI Details
SEBI Reg. No.
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Email ID
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Address
Starting Date
Trivantage Portfolio Management Services - Eligibility Criteria
Age
Nationality
Investment
Trivantage Portfolio Management - Documents Required
PMS Agreement
POA
Demat Account
PAN
Address Proof
Trivantage PMS Backoffice or Dashboard Link
Web Platform
