Customised Portfolio Approach 2

Nikhil is a veteran with over three decades of leadership experience across leading banks and global asset managers in India. He has headed the India businesses of Alliance Capital (now AllianceBernstein), ABN AMRO, and BNP Paribas, serving on their Indian Boards and Asian Management teams. He has also been a Director on the Board of the Association of Mutual Funds in India (AMFI). Nikhil began his career at ICICI Limited (now ICICI Bank), managed treasury portfolios at ANZ Bank including a stint in Sydney, and later served as Treasurer of Great Eastern Shipping. In 2014, he founded Trivantage Capital, a portfolio management company focused on identifying small-cap equities with the potential to scale into mid- and large-caps. The firm has built a decade-long track record of spotting multi-baggers across sectors, guided by a rigorous bottom-up process, disciplined due diligence, and a balance between diversification and concentration. The name Trivantage reflects its vision, combining "Tri" (inspired by the Indian Tricolour) and "Vantage Point", and its belief in India's rise as one of the world's top three economies. He is an alumnus of IIM Ahmedabad (MBA, 1985-1987) and a member of The Institute of Chartered Accountants of India.

Monalisa is the Chief Business Officer at Trivantage Capital, with over 20 years of experience in the asset management industry. Prior to joining Trivantage Capital, she served as Head - Sales and Marketing at BNP Paribas Asset Management, India. In her previous roles, she led business development and strategy execution across the firm's Mutual Fund and Portfolio Management Services businesses, and was closely involved in product development and validation. She also worked extensively as an investment specialist, partnering with investment teams to clearly articulate investment philosophy, portfolio positioning, and performance drivers to distributors and large investors. During her tenure at BNP Paribas Asset Management, she built strong relationships with key distribution houses and played a pivotal role in scaling assets across both debt and equity strategies. Monalisa has deep expertise in the HNI distribution ecosystem and a strong track record of launching and scaling differentiated investment concepts, including those new to the market. Earlier in her career, she held senior sales, distribution, and investment-facing roles across several leading asset management firms in India, giving her a well-rounded perspective that bridges investments, products, and client needs.

Shridhar is the Chief Operating Officer and Compliance Officer at Trivantage Capital, with over 20 years of experience in the asset management industry. Prior to joining Trivantage Capital, he served as Head - Fund Operations and Information Technology at BNP Paribas Asset Management, India. In this role, he oversaw end-to-end client transaction processing and was responsible for delivering a seamless investment experience across retail, high-net-worth, and institutional client segments. Shridhar has led and project-managed several critical cross-functional initiatives, including large-scale service provider migrations and the implementation of new regulatory requirements as well as changes to existing frameworks. He has also been responsible for managing and strengthening key service provider relationships, ensuring operational robustness, regulatory compliance, and scalability of the platform.

Aahan has cleared all three levels of the CFA Program (CFA Institute, USA) and holds a specialized degree in finance from NMIMS, Mumbai.

Harsh is a finance professional with a strong academic foundation and a disciplined, research-oriented approach to capital markets. He has cleared all three levels of the CFA Program, ranking in the top decile in both Level I and Level II. A B.Tech graduate from VJTI, Harsh brings analytical rigour, structured thinking, and a deep interest in understanding businesses and long-term value creation. He has been consistently engaged in finance-related pursuits throughout his academic journey and continues to build expertise across investment analysis and market dynamics. Outside of work, he maintains an active interest in sports and is involved in community-oriented initiatives.

Avadhoot brings over 5 years of experience in fundamental, bottom-up equity research, with a focus on India's small- and mid-cap universe. Prior to joining Trivantage Capital, he was part of the investment team at Bryanston Investments (the Pidilite Family Office), where he worked on a concentrated portfolio of quality-growth businesses across sectors including manufacturing, packaging, diagnostics, and consumer industries. Earlier in his career, Avadhoot worked with Valeo India Pvt. Ltd. in the automotive sector, where he was part of project management team and single point of contact for leading global OEMs such as General Motors, Renault, Volkswagen, and Ford, during product development phase. He holds a Post Graduate Program in Securities Markets from the National Institute of Securities Markets (NISM) and a Bachelor's degree in Production Engineering from Pune University.