Triquetra Wealth

Triquetra Wealth mobile app allows you to view your portfolio, anytime and from anywhere.

The app combines a seamless and intuitive interface that gives you access to your complete portfolio, with all the below assets:

• Mutual Funds
• Equity Shares
• Bonds
• Fixed Deposits
• PMS
• AIF and other assets

Here are some of the things that you can do:

• View and download complete Portfolio report, including all assets.
• View historical Performance of your Portfolio
• Transaction statement for any period
• 1 Click Statement of Account Download for any Asset Management Company in India
• Advanced Capital Gain Reports
• SIP Report on your Running and Upcoming SIPs, STPs.
• Folio details registered with each AMC.