Trivantage Capital PMS – Review, Strategies, Returns, Charges & more

Trivantage Capital PMS is one of the largest PMS providers. They’re much more of an independent asset management boutique. And, being independent allows them to remain 100% client-centric.

In 2015, even AAM, Hong Kong honoured them for creating the ‘Most Innovative Product’. And, that’s just the beginning of the story. However, we’re not here to discuss the company’s success.

On the contrary, we’ll lay down a detailed review of Trivantage Capital Portfolio Management Services. And, our review article will consist: –

• The origin story of the company. This part will tell you about the company’s basics. It’ll include the brief of their founder. And, it’ll tell you about the place and the year of their beginning.
• Description Of the PMS types you may expect from them.
• All you need to know about their fund managers. This part will include all about their experiences and expertise.
• The detailed layout of all the strategies they execute for profit generation.
• Details about the volume of returns you may expect them. This part will include a detailed chart. And, this chart will differentiate the return based on investment terms.
• Description of all the investment plans you may expect from them. This part will even distinguish the plan deciding factors.
• Description About the structure they refer to for incurring commission.
• All you need to know about their prepaid commission plan.
• And more

Trivantage Capital PMS – Ratings & Review by Top10StockBroker

Overview of Trivantage Capital Portfolio Management Services

Find a detailed overview of the Trivantage Capital portfolio management service in the table given below-

Trivantage Capital PMS began their operations in 2015. They’re a rather new company to enter the Indian financial market. And, yet, they received the honour in their first year.

As mentioned before, they were granted the honour of Most Innovative Product. And, it’s the endless efforts of Nikhil Johri, that’s made the company. Yes! Nikhil is the founder of the company.

He even looks after the Fund Management segment of the company. With persistent efforts and a dedicated team, they’re sure to grow big.

Now, we will discuss Trivantage Capital portfolio management service company review, its PMS returns, PMS charges and more.

Types of Trivantage Capital PMS

Trivantage Capital PMS does all to make its clients happy. And, this includes providing every type of financial advisory support. The company typically grants two types of capital management services.

We’re referring to Discretionary and Non-Discretionary. First, to relieve their clients of all sorts of pressure. And, the second is to ensure their clients stay in charge of their investments.

In other words, the first allows the fund manager to act on the client’s behalf. This includes taking all the investment-related decisions. The second one, however, seeks permission from the clients before any action.

This means that the find manager must seek the consent of the clients for investment decisions. And, the clients are even provided with a sheer advisory for that.

Trivantage Capital PMS Fund Managers Details

The table given below is providing the entire details about the fund manager of Trivantage Capital PMS company.

As mentioned above, Nikhil Johri is the Fund Manager for the company. Yes, Trivantage’s founder looks after their clients’ investments personally.

Besides an MBA degree, Nikhil even has an experience of 31 years. He manages over 300 clients and 2,700 cr. worth of assets. So, it’s obvious to get impressed by the company’s growth attributes.

But you must abide by some norms before being able to invest with them. We’re talking about distinguished investment plans. Furthermore, you must invest for a minimum of 3-4 years.

Know Fund Managers of Other Portfolio Management Service Companies

Trivantage Capital PMS Strategies

The below table is providing details about the Trivantage Capital portfolio management service strategies-

Trivantage invests across large-cap, mid-cap and small-cap portfolios to meet their clients’ expectations. Yes! They strategize their investments in all three segments. Nevertheless, there are two specific strategies they prefer using:-

Resurgent Financials

This strategy is the flagship strategy, where the aim is to choose the best financial sectors. The portfolio is created from within the banking and Financial services sphere. Also, it is a multi-cap strategy, consisting of 15 to 18 stocks.

Super Six

Here, the strategy creates a concentrated portfolio of the best businesses belonging to the sector of finance, i.e. banking and financial services.

It is a multi-cap biased investment strategy with 6 stocks chosen for investment.

Trivantage Capital PMS Returns / Performance

The below table is giving details about Trivantage Capital PMS returns and performance-

We’ve attempted to brief you about the expected returns promised by Trivantage. You see, Trivantage Capital PMS Returns are measured in CAGR.

The term can be referred to as compound annual growth rate. This allows the investors to track the growth of their investments annually.

Know the Returns of other PMS Brands

Trivantage Capital PMS Investment Plans

The given table is providing details about the Trivantage Capital portfolio management service investment plans.

There are four investment plans granted by Trivantage Capital Managements PMS. Investments lying between 25L-50L are coined under the Bronze Plan. Investments lying between 50L to 1Cr. are placed under Silver Plan.

The Gold Plan is comprised of investments between 1Cr.-5Cr. And, the highest investments above 5Cr. are held under the Platinum Plan.

Trivantage Capital PMS Fee Structure or Commission Slabs

Find the details about the types of commission models or fees structure offered by Trivantage Capital PMS house as follows-

Much like their competitors, even Trivantage Capital PMS Commissions follow a certain structure. They have distinguished their commission-incurring process in three different models.

We are referring to the Prepaid, Volume% and Profit-Sharing Models.

Trivantage Capital PMS Prepaid Commission

Trivantage has further distinguished its commission models under several categories. And, the Prepaid Model has four of them. The categories are defined as per the investment models.

A charge of 1.25% is levied on investments under Bronze Model. A 1.20% commission is sought for investments under Silver Model. 1.05% commission charges are levied for Gold Plan investments.

And, 0.85% commission is sought for the Platinum Plan investments. Do note, that all the charges in this model are taken upfront.

Trivantage Capital PMS Volume% Commission

The Volume% commission rates are also categorized as per investment models. However, the charges are defined on a per-transaction basis. We’re referring to the transactions made by the Fund Manager.

The commission for Bronze Plan is 0.127%. That for the Silver Plan is 0.120%. Gold Plan investors must pay a 0.110% commission. And, the Platinum Plan investors must pay 0.995% of the commission.

The commission is charged on the total transaction value.

Trivantage Capital PMS Profit Sharing% Commission

The table given below is showing details about profit sharing% commission model-

This model seeks the commission based on the realised profit. It’s most preferred by the clients since no upfront commission is required.

The commission for Bronze Plan investors is limited to 20.5%. That for the Silver Plan investors is set at 19.5%. The Gold Plan investors must pay a commission rate of 18.5%.

And, the Platinum Plan investors are required to pay 16.5% of the commission rate.

Know Charges models of other Portfolio Management Service Providers

Trivantage Capital PMS Charges

The below-given table is giving information about Trivantage Capital Portfolio Management Service Charges-

Besides commission rates, clients must pay a certain charge for their services. These include an upfront fee, custodian charges and depository charges.

The charges lie between 0.65%-0.95%, 0.18%-0.25%, and 0.16%-0.27% respectively. Do mind that these are taken based on the total asset value.

Besides these, a brokerage charge of 0.006%-0.021% must be paid on transaction value. And, at last, an exit load of 0.75%-1.35% is incurred on withdrawal value.

However, this is charged only if the withdrawal is made within 12 months of investment.

Trivantage Capital PMS Benefits

Find the details about Trivantage Capital PMS advantages in the table given below-

Investing with Trivantage Capital PMS grants many benefits including: –

• The advantage of an experience of 30 years.
• The flexibility of investment and commission payment models.
• Regular updates through SMS, WhatsApp and Emails.
• Detailed reporting facility through back-office, portfolio view and detailed view.
• Ability to increase the investment capital through the top-up facility.

Trivantage Capital PMS Customer Care

The table given below shows a detailed view of Trivantage Capital PMS Customer Care.

Customer Care services provided by the company are swift. They include: –

• Exclusive support related to investment. This includes information through calls and emails.
• Provision of a dedicated relationship manager. This helps to get swift and accurate advisory.
• Provision for a call to the fund manager from 5 to 6 times a month.
• And, provision for resolution of any issues within 14 working days.

Trivantage Capital PMS Conclusion

To sum up the article, we believe that Trivantage can be trusted with PMS. Their support system enables investors to track investments in no time. And, their charges are reasonable.

In short, we think Trivantage Capital PMS is a good service provider.

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