Chanakya Wealth Creation Plan
Chanakya Wealth Creation Plan is a Equity Portfolio Management Service launched by Trust Investment Advisors Pvt. Ltd. on January 2011. Managed by Mr. Nishit Rathi, the fund holds ₹751 Cr in AUM and benchmarks against Nifty 50 TRI. Minimum investment is ₹5000000 lakh. Trailing returns: -9.9% (1Y), 3.26% CAGR (3Y), 13.45% since inception. Performance data as of July 2026.
Learn
Chanakya Wealth Creation Plan
Trust Investment Advisors Pvt. Ltd.
750.89 CR AUM
Chanakya Wealth Creation Plan
Trust Investment Advisors Pvt. Ltd.
750.89 CR AUM
Nifty 50 TRI
Benchmark
15yr 6mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Nifty 50 TRI
Benchmark
15yr 6mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
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.
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.
1OF2
What is this fund's investment objective?
The investment objective is to achieve long term growth of capital by having a relatively concentrated low-churn portfolio of Indian public market equities
How has Chanakya Wealth Creation Plan performed?
Loading
Unlock all metrics
Login to see the live performance and return
Wealth Creation Calculator
1M IA return
9.83%
1M benchmark return
1.67%
Alpha
8.16%
1M Wealth multiple
1.10x
How has this fund performed vs its benchmark?
2026
2026
Loading
Unlock all metrics
Login to see the live performance and return
Wealth Creation Calculator
1M IA return
9.83%
1M benchmark return
1.67%
Alpha
8.16%
1M Wealth multiple
1.10x
Similar Investment Approaches
Enam India Equity Portfolio
Enam Asset Management Company Private Limited
₹21,708.57 Cr
EQ
Q India Value Equity Strategy - Constrained V
Quantum Advisors Private Limited
₹15,673.55 Cr
EQ
Customised Discretionary Portfolio - Equity
360 One Asset Management Limited
₹14,727.93 Cr
EQ
Icici Prudential Pms Contra Strategy
Icici Prudential Asset Management Company Ltd
₹13,837.43 Cr
EQ
Valuequest Alpha
Valuequest Investment Advisors Pvt. Ltd.
₹11,991.76 Cr
EQ