SEBI reg.
INP000004656
Services
Discretionary, Non-discretionary, Advisory
Reported
30 Sep 2026

Trivantage Capital Managment India

₹276 Cr

Assets under management

82 clients · 16 strategies · 30 Sep 2026

Trivantage Capital Managment India managed ₹276 crore for 82 clients at 30 Sep 2026, across 16 strategies, most of it for domestic individuals and others. In September clients added ₹24.07 crore and withdrew ₹14.53 crore.

Key numbers

SEBI registration
INP000004656
Discretionary AUM
₹273 Cr
Non-discretionary AUM
₹3.19 Cr
Advisory assets
₹0
Min. investment
₹50 lakh (SEBI)
Complaints pending
0

Strategies

Trivantage Capital Managment India’s PMS strategies, largest first
StrategyAsset classAUM1 yearBenchmark 1Y
Trivantage Capital Edge PortfolioEquity₹157 Cr+8.16%−7.09%
Trivantage Capital Emerging Leaders PortfolioEquity₹45.45 Cr+14.52%−7.09%
Trivantage Capital Small Mid Cap Financials PortfolioEquity₹26.75 Cr+13.18%−7.09%
Trivantage Capital Resurgent Financials Equity PortfolioEquity₹14.29 Cr+0.72%−7.09%
Customised Portfolio Approach 2Debt₹7.78 Cr+10.09%+3.81%
Trivantage Capital Diversified Equity PortfolioEquity₹5.81 Cr+6.91%−7.09%
Customised Portfolio Approach 16Equity₹4.49 Cr+40.53%−7.09%
Trivantage Capital Select Diversified Equity PortfolioEquity₹3.08 Cr+7.42%−7.09%
Customised Portfolio Approach 6Equity₹2.58 Cr−2.60%−7.09%
Trivantage Capital Focussed Corporate Lenders Plan BEquity₹2.37 Cr+3.36%−7.09%
Customised Portfolio Approach 15Equity₹2.05 Cr+40.56%−7.09%
Trivantage Capital Resurgent Financials Equity Super Six PortfolioEquity₹0.98 Cr−4.26%−7.09%
Customised Portfolio Approach 13Equity₹0.40 Cr+33.04%−7.09%
Customised Portfolio Approach 14Equity₹0.40 Cr+50.46%−7.09%
Customised Portfolio Approach 3Debt₹0.14 Cr+5.30%+3.81%
Customised Portfolio Approach 12Other———

Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.

Who it manages money for

Trivantage Capital Managment India’s clients and assets by client type and service
Client typeServiceClientsAUM
Domestic individuals and othersDiscretionary60₹226 Cr
Non-resident IndiansDiscretionary11₹25.20 Cr
Domestic corporatesDiscretionary9₹22.53 Cr
Domestic individuals and othersNon-discretionary2₹3.19 Cr

For the advisory service, AUM is the assets it advises on.

Flows

Inflow, Sep 2026
₹24.07 Cr
Outflow, Sep 2026
₹14.53 Cr
Net, Sep 2026
₹9.54 Cr
Inflow, FY to date
₹50.97 Cr
Outflow, FY to date
₹29.43 Cr
Net, FY to date
₹21.54 Cr

Discretionary service. The financial year runs from 1 April.

Complaints

Pending at start of month
0
Received
0
Resolved
0
Pending at end of month
0

FAQs

How much does Trivantage Capital Managment India manage?

₹276 crore for 82 clients at 30 Sep 2026, as reported to SEBI.

How many clients does Trivantage Capital Managment India have?

82 clients at 30 Sep 2026, mainly domestic individuals and others, non-resident indians, domestic corporates.

Which PMS strategies does Trivantage Capital Managment India offer?

It reported 16 to SEBI for 30 Sep 2026: Trivantage Capital Edge Portfolio, Trivantage Capital Emerging Leaders Portfolio, Trivantage Capital Small Mid Cap Financials Portfolio, Trivantage Capital Resurgent Financials Equity Portfolio, Customised Portfolio Approach 2, Trivantage Capital Diversified Equity Portfolio, Customised Portfolio Approach 16, Trivantage Capital Select Diversified Equity Portfolio, and 8 more.

Is Trivantage Capital Managment India registered with SEBI?

Yes. It is registered with SEBI as a portfolio manager, registration number INP000004656.

Has Trivantage Capital Managment India had investor complaints?

In September it received 0 and resolved 0; 0 were pending at the end of the month.

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.

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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