- Manager
- PL Asset Management
- Service
- Discretionary
- Asset class
- Other
Trinity
₹9.87 Cr
Assets under management
Reported to SEBI · 30 Sep 2026
PL Asset Management’s Trinity managed ₹9.87 crore across its clients at 30 Sep 2026.
Key numbers
- AUM
- ₹9.87 Cr
- Benchmark
- —
- Turnover, past year
- —
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Portfolio mix
- Mutual funds82.27%₹8.12 Cr
- Listed equity9.42%₹0.93 Cr
- Cash and other7.80%₹0.77 Cr
- Unlisted equity0.51%₹0.05 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹3.97 Cr
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹3.97 Cr
- Net, FY to date
- ₹9.14 Cr
- Turnover, month
- —
- Turnover, past year
- —
Money clients put in and took out. The financial year runs from 1 April.
FAQs
How much does Trinity manage?
₹9.87 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Trinity?
PL Asset Management, a SEBI-registered portfolio manager (INP000009001), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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