Shivani Tejas Trivedi Portfolio, Latest Holdings, Net Worth & more

Shivani Tejas Trivedi is one of a kind India based investor whose analytical investment tactics have put her along with the A-Listers of the wealthy Indian traders and investors society.

She has been known to rely on a multi-bagger investing style for building herself a successful and wealthy portfolio. And, as far as today’s article is concerned, we’ll be focusing on Shivani Tejas Trivedi Portfolio in details.

Here, we’ll elaborate the tricks, tactics and usual investment strategies being used by the portfolio for several years. We’ll then go on to elaborate the investments made by this portfolio across the years 2017, 2018 and 2019 respectively.

Also, we’ll even elaborate her net worth and the journey this portfolio made across from the past 5 years. And, at last we’ll conclude the article by summarizing the major aspects of the it in a shortened format.

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About Shivani Tejas Trivedi

Shivani Tejas Trivedi latest portfolio registered to have her investments scattered across the stocks of 8 different companies hailing from different industries. Her portfolio has been known to consist of one of the stocks from the major cap industries that is Pharma.

However, she has even got herself many stocks from the rather unconventional industries that are usually overlooked by the A-List traders. we’re referring to the stocks from the micro industries like Denim (that falls under the Textile industry).

Even her inclination towards the stocks from other major cap industries in India like electronics and infrastructure can also be established from the portfolio’s structure.

In other words, it can be said that this portfolio pretty much likes to play safe by including most of the stocks from the major capital industries.


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    Shivani Tejas Trivedi Latest Portfolio & Holdings

    The portfolio of Shivani Tejas Trivedi declared her recent holding as per the last known quadrant of the year to consist of the stocks of 8 different companies ranging from diversified sectors.

    And, we have tried to elaborate the formation of all of these stocks within the portfolio of Shivani Tejas Trivedi. And, we’ll enlist them all beginning with the one with the So, here’s how the list unfolds: –

    Investment in Atul Ltd

    His latest known portfolio declaration establishes the highest investment made to acquire the shares of the company named Atul Ltd.

    The portfolio has managed to accumulate a total of 5,84,94 shares of the company valued at 3801 INR each and 222.3 Cr for the entire stock held.

    This particular holding even grants the owner a typical claim over 1.97% of the company’s overall turnover. And, the shares were told to be carried over to the last known quarter from the previous quarter without any alteration in terms of per unit price.

    Investment in AstraZeneca Pharmacy India Ltd

    The second place within the portfolio of Shivani Tejas Trivedi was known to be held by 4,29,520 shares of the company named AstraZeneca Pharmacy India Ltd.

    The portfolio acquired these shares at a current market value of 2050.4 INR per unit share and 88.1 Cr cumulatively. This particular holding of the shares even grants the owner a claim over 1.72% of the company’s stakes.

    Holdings in Vesuvious India Ltd

    The third highest share of funds were allocated to acquire a total of 2,20,427 shares of the company named Vesuvious India Ltd.

    These shares were known to be held by the portfolio fir a value of 971.35 INR per unit share and 21.4 Cr for the entire lot. The portfolio is currently in possession of 1.09% of the company’s overall stakes by holding these shares.

    Investment in Centum Electronics Ltd

    The fourth position within the portfolio of Shivani Tejas Trivedi was known to be held by a company named Centum Electronics Ltd.

    The portfolio established to be holding a total of 2,44,278 shares of this company valued currently at 423.7 INR per unit share an 10.4 Cr for the whole lot.

    Holdings in Texmaco Infrastructure & Holding Ltd

    Then comes the turn of 17,55,202 shares of the company named Texmaco Infrastructure & Holding Ltd.

    The portfolio registered to be in possession of these shares at a market value of 46.65 INR per unit share and 8.2 Cr for the whole lot.

    Having the possession of this particular stock even grants the owner a claim over 1.38% of the company’s overall stocks.

    Investment in D-Link (India) Ltd

    The sixth position within the portfolio of Shivani Tejas Trivedi is held by a company named D-Link (India) Ltd.

    The portfolio registered to be in charge of 7,38,217 shares of the company valued currently at 94.75 INR per unit share and 7.0 Cr worth the whole lot.

    Moreover, these shares even grant the owner a claim over 2.08% of the company.

    Holdings in K G Denim Ltd

    The seventh position holder within the list of the companies on which Shivani Tejas Trivedi seems to have invested as per the last known quarter goes by the name K G Denim Ltd.

    The portfolio is in charge of 6,97,876 shares of this company that are currently valued for 32.15 INR per unit and 2.2 Cr worth the whole lot.

    Holdings in Indag Rubber Ltd

    The last company to have made on to the list of the stocks as per the last known quarter within Shivani Tejas Trivedi’s portfolio goes by the name of Indag Rubber Ltd.

    The unit share price of this stock is currently valued at 75.95 INR and the portfolio is in possession of less than 1% of this stock.


    Shivani Tejas Trivedi Portfolio in 2019

    As mentioned above, the Shivani Tejas Trivedi Portfolio 2019 enlisted to have invested up on a total of 8 different companies hailing from totally different sectors.

    However, we’ve tried to dig in a little deeper into the three stocks that acquired the highest investment from this legendary portfolio. And, to begin with, we have 5,84,794 shares of the company named Atul Ltd.

    The portfolio was in possession of these shares of the company during March 2019 and the shares were valued at 3949 INR per unit share and 230.9 Cr for the entire lot.

    The portfolio was also in charge of 1.97% of the company’s overall stakes. This portfolio retained all of the shares from this stock even during the last known quarter of this year with 1.97% of the company’s ownership.

    However, the shares suffered a negative gain worth 148 INR per unit share. The second highest investment made by this portfolio during March 2019 was to acquire 4,29,520 shares of the company named Astra Zeneca Pharma India Ltd.

    More on Shivani Tejas Trivedi Portfolio 2019

    These shares granted the portfolio a claim over 1.72% of the company’s overall ownership and were valued at 2120 INR per unit share and 91.1 Cr on the whole during that time.

    Even the shares from this stock were retained by the portfolio with 1.72% of the company’s overall stakes. However, the shares did witness a negative gain of 69.6 INR per unit share.

    The third company to have acquired the highest investment from the portfolio of Shivani Tejas Trivedi during March 2019 is known as Texmaco Infrastructure & Holdings Ltd.

    The portfolio was in charge of a total of 17,55,202 shares of this company that were valued at 48 INR per unit share and 8.4 Cr for the whole lot back then.

    The portfolio was also in charge of 1.38% of the company’s overall stakes. No changes were made to this stock either in terms of the total shares held of the stakes in the company held.

    However, even this stock suffered a negative gain worth 1.35 INR per unit share as compared to the last quarter.


    Shivani Tejas Trivedi Portfolio in 2018

    Shivani Tejas Trivedi portfolio 2018 enlisted its investments in merely 5 companies hailing from various sector. And, we’ve briefed the three that acquired the highest funds from this portfolio.

    At the beginning we have the name of the company Atul Ltd. The portfolio registered to be in possession of a total of 5,63,479 shares of this company back in March 2018.

    This particular holding was valued at 3949 INR per unit share and 222.5 Cr for the complete stock. This holding even granted the portfolio an ownership over 1.90% of the company’s overall turnover.

    By the end of the year, that is December 2018, the portfolio added on to this stock by acquiring another 10,297 shares of the company.

    The shares even registered a positive gain of 0.05 INR per unit share back at that time, thus making them valued at 3949 INR per unit share and 229.0 Cr for the whole lot as compared to the previous quadrant. Even the ownership of the company for the portfolio was increased by 0.05%.

    AstraZeneca Pharma India Ltd was the company to secure the second highest investment from this portfolio during the 1st quarter of the year 2018.

    The portfolio was in charge of 4,27,176 shares of this company that were valued for 2120 INR per unit share and 90.6 Cr for the complete lot.

    The holding of this particular stock even granted the owner with 1.71% of the company’s overall turnover. The portfolio sensed an upcoming rise in this particular stock and acquired another 2,344 shares of this company.

    However, there were no positive or negative gains experienced by this stock during December 2018.

    More on Shivani Tejas Trivedi Portfolio 2018

    The new holding was valued at 2120 INR per unit share and 91.1 Cr for the complete lot. The company to have secured the third position within the list of the highest investment acquiring companies in Shivani Tejas Trivedi’s portfolio goes by the name of Indag Rubber Ltd.

    The portfolio registered to have held a total of 6,73,233 shares of this company during the 2st quadrant of the year 2018, that is March 2019.

    The shares held by the portfolio were valued at 75.95 INR per unit share and 5.1 Cr for the complete lot during that time. Holding these shares even made the portfolio an owner of 2.56% of the company’s overall turnover back at that time.

    This stock experienced a huge downfall with a negative gain worth 0.97 INR per unit share as compared to the previous quadrant.

    The new holding comprised of 4,54,134 shares valued at 75.95 INR per unit share and 3.4 Cr worth the whole lot. The new stock granted the portfolio an ownership of 1.73% in the company’s turnover.


    Shivani Tejas Trivedi Portfolio in 2017

    Shivani Tejas Trivedi portfolio 2017 enlisted the investments made on to 5 different companies from different sectors. However, we’ve focused on the top three investments made by the portfolio throughout the year 2017.

    And, at the very beginning, we have the name of the company Atul Ltd. The portfolio registered to have invested and acquired a total of 5,22,970 shares of this company during March 2017.

    The stock was valued for 3948.9 INR per unit share and 206.5 Cr worth the complete lot. The entire holding was deemed responsible for granting the portfolio an ownership worth 1.76% of the company’s overall stakes during that time.

    This stock was replenished by the end of the year during December 2018 with a positive gain worth 0.1 INR per unit share.

    Thus, the overall stock was added with 61,769 shares making the entire lot 5,84,739 shares worth 3949 INR per unit share and 230.9 Cr worth the whole lot.

    More on Shivani Tejas Trivedi Portfolio 2017

    Even the ownership of the portfolio within the company was increased to 1.97%. AstraZeneca Pharma India Ltd continued its position in the second place within the list of the highest investment securing companies with the portfolio of Shivani Tejas Trivedi, even during the 1st quarter of the year 2017.

    The portfolio enlisted itself to be in charge of 3,43,829 shares of this company that were valued at 2122.05 INR per unit share and 73.0 Cr for the whole lot.

    The portfolio was also in charge of 1.38% of the company’s overall turnover back in those days. Even this stock was replenished by adding a total of 13,326 shares to it.

    Thus, the new stock consisted of a total of 3,57,155 shares worth 2120 INR per unit share and 75.7 Cr for the complete lot. Even the shares suffered a negative gain worth 2.5 INR per unit share.

    The third position within the portfolio of Shivani Tejas Trivedi was held by the shares of the company named Indag rubber Ltd during the 1st quadrant of the year 2017.

    The portfolio was in charge of a total of 4,72,347 shares during that time. The shares were priced at 75.95 INR per unit share and 3.6 Cr back in those days.

    The portfolio was also in charge of 1.80% of the company’s overall stakes. This stock was replenished by adding a total of 200,886 shares to it during December 2017.

    The value of the unit share was then priced at 75.95 INR and the whole lot was worth 5.1 Cr. Even, the unit share price was increased by 0.23 INR. The new stock also granted an increased ownership to the portfolio within the company worth 2.56%.


    What is Shivani Tejas Trivedi’s Net Worth?

    Shivani Tejas Trivedi Net Worth
    QuarterNet worth(Cr)Change%
    Dec-15 13.03
    Mar-16 14.7713%
    Jun-16 116.89691%
    Sep-16 136.416%
    Dec-16 143.885%
    Mar-17 174.9121%
    Jun-17 52.42-70%
    Sep-17 175.12234%
    Dec-17 222.3226%
    Mar-18 201.17-9%
    Jun-18 230.5414%
    Sep-18 201.15-12%
    Dec-18 308.4653%
    Mar-19 357.6315%
    Jun-19 377.975%

    Shivani Tejas Trivedi’s net worth has changed drastically in the past 5 years. In fact, this is one of the rarest portfolios that has been on a constant uprising in the past 5 years.

    The portfolio was valued at 13.03 Cr during Dec 2015. However, by March 2016, the value increased to 14.77 Cr with a rise of 13% from the previous quarter. By Dec 2016, the portfolio was marked to be valued for 143.88 Cr with a rise of 5% from the last quarter.

    Cutting short to June 2019, that is the last known quarter to us, the portfolio was valued for a staggering 377.97 Cr with a positive gain of 5% from the last quarter. You must even not that this is the highest value the portfolio has ever reached.


    Shivani Tejas Trivedi Portfolio – Conclusion

    Portfolio of Shivani Tejas Trivedi is a great example to the new comers who plan on making big in the Indian Share Market.

    The portfolio shows clear signs of consistent performance through acute analysis, epic persistence and unhindered patience.


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