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.