Trinity is an equity portfolio management service (PMS) strategy run by PL Asset Management Private Ltd, launched on 27 Mar 2026. As of 30 Sep 2026, it manages ₹9.88 Cr of client assets and is benchmarked against the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Sandeep Neema, Siddharth Vora.
AUM
₹9.88 Cr
Fund manager
Sandeep Neema, Siddharth Vora
Minimum investment
₹50 Lakhs
Data as of
30 Sep 2026
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.
Fund Manager
Sandeep Neema, Siddharth Vora
Assets (AUM)
₹9.88 Cr
Benchmark Index
BSE 500 TRI
Inception Date
27/03/2026
Trailing Returns
Trailing returns (as of 30 Sep 2026)
Period
Return
1 Month
-5.36%
3 Months
+4.45%
Since Inception
+15.33%
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.