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Triquetra Wealth app for iPhone and iPad


4.0 ( 3520 ratings )
Finance
Developer: TRIQUETRA WEALTH
Free
Current version: 1.1.3, last update: 9 months ago
First release : 08 Sep 2021
App size: 81.52 Mb

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.