Trust Investment Advisors Pvt. Ltd. • Equity
Chanakya Wealth Creation Plan is an equity portfolio management service (PMS) strategy run by Trust Investment Advisors Pvt. Ltd., launched on 1 Jan 2011. As of 30 Sep 2026, it manages ₹788 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are +0.10% over 1 year, +3.52% over 3 years and +2.07% over 5 years (+13.62% since inception). Over 3 years, the Nifty 50 TRI returned +6.06%, so the strategy is 2.54 percentage points behind of its benchmark. Its 3-year return ranks 196th of 220 PMS strategies benchmarked to the Nifty 50 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Mr. Nishit Rathi.
Ranked nearby on 3-year return: DRChoksey Focused Advantage (+3.80%), Consistent Compounders (+3.59%), JPMS Indias Front Runners Fund (+3.47%), DRChoksey Alpha Invest (+3.22%).
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -2.63% |
| 3 Months | +5.73% |
| 1 Year | +0.10% |
| 3 Years | +3.52% |
| 5 Years | +2.07% |
| Since Inception | +13.62% |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callChanakya Wealth Creation Plan has a 1-year return of +0.10%, a 3-year return of +3.52%, a 5-year return of +2.07% and +13.62% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Chanakya Wealth Creation Plan returned +2.07% against +6.38% for the Nifty 50 TRI, 4.31 percentage points behind. Over 3 years it returned +3.52% against +6.06%; Over 1 year it returned +0.10% against -7.09%. Figures as of 30 Sep 2026.
Among 220 PMS strategies benchmarked to the Nifty 50 TRI with a 3-year track record, Chanakya Wealth Creation Plan's 3-year return of +3.52% ranks 196th as of 30 Sep 2026.
Chanakya Wealth Creation Plan is managed by Mr. Nishit Rathi at Trust Investment Advisors. The strategy manages ₹788 Cr of client assets as of 30 Sep 2026.
Chanakya Wealth Creation Plan manages ₹788 Cr of client assets as of 30 Sep 2026.
The minimum investment for Chanakya Wealth Creation Plan is ₹50 Lakhs.
Chanakya Wealth Creation Plan was launched on 1 Jan 2011. It has a 15-year track record.
Description
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