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Chanakya Wealth Creation Plan

Trust Investment Advisors Pvt. Ltd.

697.82 CR AUM

Chanakya Wealth Creation Plan

Chanakya Wealth Creation Plan

Trust Investment Advisors Pvt. Ltd.

697.82 CR AUM

Nifty 50 TRI
Benchmark
15yr 4mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Nifty 50 TRI
Benchmark
15yr 4mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Fund manager

nishit rathi

Fund Manager
EQUITYStrategies

Nishit Rathi, based in Mumbai, MH, IN, is currently a Partner at CWC. Nishit Rathi brings experience from previous roles at CWC, Price Waterhouse and Ernst & Young. Nishit Rathi holds a 2002 - 2005 Chartered Accountant in Accounting and Finance @ ICAI.

Nishit Rathi, based in Mumbai, MH, IN, is currently a Partner at CWC. Nishit Rathi brings experience from previous roles at CWC, Price Waterhouse and Ernst & Young. Nishit Rathi holds a 2002 - 2005 Chartered Accountant in Accounting and Finance @ ICAI.
Fund manager

nimit tanna

Fund Manager
EQUITYStrategies

Nimit Tanna, based in India, is currently a Cofounder and portfolio manager, CWC at CWC. Nimit Tanna brings experience from previous roles at SRS Investments, Morgan Stanley and Arthur Andersen. Nimit Tanna holds a 2005 - 2007 Master of Business Administration @ The University of Chicago Booth School Of Business.

Nimit Tanna, based in India, is currently a Cofounder and portfolio manager, CWC at CWC. Nimit Tanna brings experience from previous roles at SRS Investments, Morgan Stanley and Arthur Andersen. Nimit Tanna holds a 2005 - 2007 Master of Business Administration @ The University of Chicago Booth School Of Business.
1OF2

Purpose

The investment objective is to achieve long term growth of capital by having a relatively concentrated low-churn portfolio of Indian public market equities

Investment Approach v/s Benchmark Metrics

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Wealth Creation Calculator

1M IA return
15.17%
1M benchmark return
7.49%
Alpha
7.68%
1M Wealth multiple
1.15x

Investment Approach v/s Benchmark Performance

2026
2026
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Wealth Creation Calculator

1M IA return
15.17%
1M benchmark return
7.49%
Alpha
7.68%
1M Wealth multiple
1.15x

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