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Boutique wealth management, bespoke solutions

The private wealth world has changed. Increasing globalisation has led to greater complexity but you and your family still need the same simple thing – peace of mind.
You need a service provider with the expertise to master complex requirements across diverse jurisdictions. We have the experience and know how to keep on top of regulations and the resources to act fast. We use new-age technology and robust processes to provide the service you deserve. Our platform is designed to be flexible yet nimble and ever – evolving as per the changing landscape.
Whatever you want to achieve, we have the know how to deliver it.

Giving a better future to your investments

Our business rests on 3 core pillars – Integrity, Trust and Relationship. This is what makes us human, this is what gives foundation to our actions
You need to feel confident that your assets, both personal and business, are protected, safeguarding your investments now and for the next generation of your family. Providing that reassurance requires flexibility and depth of knowledge. We have the experience and motivation to deliver the highest standards of corporate governance and the skills and tools to support you in implementing your wealth strategy. We know that personal connection is vital.
That’s why we invest a lot of time in understanding your needs and requirements. You, and your family, are in safe hands.

How can we help you? Feel free to contact us.

Vigilance Awareness Week 2025

On the directives of Central Vigilance Commission, Triquetra Wealth is observing Vigilance Awareness Week2025 on the theme “सतर्कता: हमारी साझा जिम्मेदारी”, “Vigilance: Our Shared Responsibility” from 27 th Oct’2025 to 02 nd Nov’2025.

Let us all come together to reaffirm our commitment to honesty and transparency by taking Integrity pledge. Just click on this hyperlink https://pledge.cvc.nic.in/ for the pledge and get a certificate.

Your participation will make this initiative meaningful and successful.

Regulatory Disclosure

Triquetra Wealth is a SEBI Registered Investment Adviser (non-individual) bearing registration number INA000015233 (valid till perpetuity) and BSE Registration Number 1178. SEBI requires RIAs to disclose complaint status on their homepage. Pursuant to the same, please note the below:

Complaint Status as on October 2025 Number of complaints
At the beginning of month 0
Received during the month 0
Resolved during the month 0
Pending at the ending of the month 0
Reason for pendency NA

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