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

Trivantage Capital PMS is one of the largest PMS provider. In fact, 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 honored 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 detailed review of Trivantage Capital Portfolio Management Services. And, our review article will consist: –

  • 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 year of their beginning.
  • Description about 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.
  • Detailed layout on all the strategies they execute for profit generation.
  • Details about the volume of return you may except from 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

PMS Offers


Trivantage Capital PMS – Customer Ratings & Review

Ratings
Returns Performance 3.9 / 5
Services 3.8 / 5
Charges 3.8 / 5
Experience 3.9 / 5
Strategies 4.0 / 5
Client Support 3.7 / 5
Overall Ratings 3.9 / 5
Star Ratings ★★★★★

Overview of Trivantage Capital Portfolio Management Services

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

Overview
Company Type Private
Registered Location Mumbai, Maharashtra
Leadership Nikhil Johri
Yr. of Establishment 2015

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 honor in their first year.

As mentioned before, they were granted the honor for 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 have a discussion about Trivantage Capital portfolio management service company review, its PMS returns, PMS charges and more.


Types of Trivantage Capital PMS

Types of PMS
Discretionary Yes
Non-Discretionary Yes

Trivantage Capital PMS does all to make their 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 sort of pressure. And, the second to ensure their clients stay in charge of their investments.

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

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

Fund Manager’s Details
Name Nikhil Johri
Experience 30 yrs.
Highest Qualification MBA
AUM (in Cr.) Approx 2700 cr
Number of Clients 300+
Investment Tenure 2-3yrs

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

Beside an MBA degree, Nikhil even has an experience of 30 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 the distinguished investment plans. Furthermore, you must invest for a minimum of 2-3 years.


Know Fund Managers of Other Portfolio Management Service Companies

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IIFL PMS Motilal Oswal PMS Porinju Veliyath PMS Kotak PMS
Angel Broking PMS Axis PMS DHFL Pramerica PMS Edelweiss PMS

Trivantage Capital PMS Strategies

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

Strategies
Large Cap Strategy Yes
Diversified Strategy Yes
Small – Midcap Strategy Yes

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

Trivantage Capital Resurgent Financials Equity Strategy

This is an all-weather strategy active since the year 2016. And, it’s become the flagship strategy of Trivantage Capital PMS. It focuses on investing the funds on multi-cap portfolios.

The company selects the portfolios from the best of financial sector. We’re implying to the portfolios from banking and financial services. And, the strategy comprises of 15-18 such portfolios altogether.

The strategy has known to give a growth rate of 27.5% growth rate since inception.

Trivantage Capital Focused Corporate Lenders Equity Strategy

This is a thematic strategy active since the year 2018. The company seeks to invest only on large-cap portfolios for this. In fact, they make deliberate attempts to stick to only banks for this.

A total of 12-15 portfolios are selected post market analysis. And, the investments are altered as per the market needs and time. Being a new strategy to be introduced, it’s only shown a growth rate of 14.5%.


Trivantage Capital PMS Returns / Performance

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

Returns (CAGR)
3 Year 8.3%
5 Year 8.5%
7 Year 7.6%
10 Year 8.9%
11 Year Plus 9.8%

We’ve attempted to brief 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.

As you can see, the company promises a CAGR of 8.3% for 3-year investments. The return rate increases to 8.5% and 8.9% for 5 and 10-year investments.

However, the CAGR decreases to 7.6% for investments with 7-year term. And, the highest CAGR can be expected from an investment of 11 years.


Know Returns of other PMS Brands

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HDFC PMS IDFC PMS Karvy PMS Credent Asset PMS
Pelican PMS Centrum PMS LIC PMS Sundaram PMS

Trivantage Capital PMS Investment Plans

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

Investment Plans
Bronze (25L – 50L) Yes
Silver (50L – 1 Cr.) Yes
Gold (1 Cr. – 5 Cr.) Yes
Platinum (5 Cr. Plus) Yes

There are four investment plans granted by Trivantage Capital Managements PMS. Investments lying between 25L-50L are coined under the Bronze Plan. Investments lying in 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 are as follows-

Commission / Fees Structure
Prepaid Commission Yes
Volume% Commission Yes
Profit Sharing% Commission Yes

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

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


Trivantage Capital PMS Prepaid Commission

Prepaid Commission (Yearly)
Investment – 25L – 50L 1.25% of Investment
Investment  – 50L – 1 Cr. 1.20% of Investment
Investment – 1 Cr. – 5 Cr. 1.05% of Investment
Investment – 5 Cr. Plus 0.85% of Investment

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

A charge of 1.25% is levied on investments under Bronze Model. 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

Volume% Commission (Yearly)
Transaction Volume – 25L – 50L 0.127% of Total Transaction Volume
Transaction Volume – 50L – 1 Cr. 0.120% of Total Transaction Volume
Transaction Volume – 1 Cr. – 5 Cr. 0.110% of Total Transaction Volume
Transaction Volume – 5 Cr. Plus 0.095% of Total Transaction Volume

The Volume% commission rates are also categorized as per investment models. However, the charges are defined on 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 0.110% commission. And, the Platinum Plan investors must pay 0.995% of commission.

The commission is charged on total transaction value.


Trivantage Capital PMS Profit Sharing% Commission

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

Profit Sharing% Commission (Yearly)
Profit Amount – 2.5L – 5L 20.5% of Profit
Profit Amount – 5L – 10L 19.5% of Profit
Profit Amount – 10L – 50L 18.5% of Profit
Profit Amount – 50L Plus 16.5% of Profit

This model seeks the commission on the basis of 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 16.5% of commission rate.


Know Charges models of other Portfolio Management Service Providers

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Prabhudas Lilladher PMS Narnolia PMS Accuracap PMS SATCO PMS
Alfaccurate Advisors PMS Marcellus PMS Emkay Investment PMS Invesco PMS

Trivantage Capital PMS Charges

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

Charges
Management Fees As per commission model
Upfront Fees 0.65% – 0.95% of Asset Value
Brokerage Charges 0.006% – 0.021% of Total Transaction Value
Custodian Charges 0.18% – 0.25% of Asset Value
Depository Charges 0.16% – 0.27% of Asset Value
Exit Load – within 12 months 0.75% – 1.35% of Withdrawal Value
Exit Load – post 12 months Free

Beside commission rates, clients must pay a certain charge for the services they avail. 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 on the basis of the total asset value.

Beside 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-

Benefits / Advantages
Top-up Facility Yes
Back office Reports Yes
Email Update Yes
SMS Update Yes
Watsapp Update No
Portfolio View Yes
Detailed View Yes
Flexible Commission Model Yes
Flexible Investment Plans Yes
Massive Experience Yes

Investing with Trivantage Capital PMS grants many benefits including: –

  • The advantage of an experience of 30 years.
  • 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 top-up facility.

Trivantage Capital PMS Customer Care

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

Customer Care
Call Support Yes
Email Support Yes
Chat Support No
Watsapp Support No
Relationship Manager Support Yes
Call to Fund Manager Yes – 5 to 6 Times a month
Issue Resolving TAT 14 working days

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

  • Exclusive support related to investment. This includes information through call 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 with 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 the investors to track investments in no time. And, their charges are reasonable.

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


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