Research-First Wealth Management
For HNIs, NRIs & Institutions seeking data-driven portfolio strategy.
25+
Years Experience
Institutional
Investment Framework
Research-Driven
Fund Selection
Custom
Portfolio Mandates
Why Choose Us
Unified Investment Platform
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.
Dedicated Relationship Manager
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.
Research-Led Product Selection
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.
Access to PMS & AIF
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.
Investment Governance Framework
Investment Committee Oversight
● Model portfolio review
● Fund house due diligence
● Strategy rebalancing discipline
Risk & Allocation Controls
● Asset allocation bands
● Drawdown monitoring
● Liquidity filters
Client Transparency
● Consolidated performance reports
● XIRR across assets
● Fee disclosure framework
Start Your Investment Journey with TRIARCH
Get a research-driven portfolio aligned to your financial goals.