Trivantage Capital



Trivantage Capital is a SEBI approved, specialist asset management boutique that actively manages discretionary investment portfolios that benefit from having India’s financial sector at their core. These include both pure play financials and diversified equities with financials leading the sector choices.

India’s public markets are dominated by the financial sector with nearly 40% weight in the two most prominent market indices Nifty 50 and BSE Sensex. The country is at the cusp of cyclical recovery with promising GDP growth estimates for FY2023 till FY2025. The beginning of a new capex and credit cycle will keep India’s financial sector at the center of India’s economic revival. The sector is also set to change like never before with the inclusion of new age businesses such as payments, insuretech and other fintechs in the listed universe.

Our focussed and in-depth understanding of India’s financial sector give our diversified portfolios the edge needed to generate alpha and create wealth on a sustained, long-term basis.

Our Founder and Chief Investment Officer, Nikhil Johri, is a veteran with almost three decades of experience across leading banks and asset managers in India. His passion for managing investment portfolios together with his experience across various domains within Indian financial markets enables him to decipher emerging trends early on. He is ably supported by a team which comprises of professionals with experience in a range of businesses.

Trivantage Capital was recognised by Asia Asset Management, Hong Kong for creating the most innovative investment strategy among all asset managers in India (2015) for conceptualizing India’s first discretionary investment portfolio of bank capital securities.

Trivantage Capital’s investment management platform has been approved by some prominent wealth management firms in India.

Our Key Service Providers

Statutory Auditors BSR & Co. LLP
(a KPMG affiliate in India)
Auditors for Client Financials BSR & Co. LLP
(a KPMG affiliate in India)
Custodian & Fund Accountant Kotak Mahindra Bank
(one of India’s leading private sector banks)
Statutory Auditors Kalyaniwalla & Mistry
Internal Auditors Morzaria & Associates