Triquetra Wealth

iOS Universel / Finance

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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.

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Quoi de neuf dans la dernière version ?

- Added CAS Import
- Capital Gain Report for FY 2024-25
- Added Nominee & Guardian relation in onboarding
- Added Mobile & Email Relationship in onboarding
- Fixed Order Purchase Confirmation issue
- Updated MFU onboarding as per New Norms
- Updated MFU Mandate Authorisation Process