# Triquetra Wealth

> Triquetra Wealth (iPhone/iPad app by TRIQUETRA WEALTH.)

- Source: https://appshunter.io/ios/app/triquetra-wealth/id1584799795 (this page in markdown: same URL + `.md`)
- Developer: [TRIQUETRA WEALTH](https://appshunter.io/developer/1584799797)
- Category: Finance
- Price: Free
- Age rating: 4+
- Requires: iOS 16.0 · 92 MB
- Languages: American English
- Released: 2021-09-08
- Data updated: 2026-09-27

## What is Triquetra Wealth?

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.

## Is Triquetra Wealth safe?

Not enough ratings yet to assess Triquetra Wealth.

## Is Triquetra Wealth legit?

Triquetra Wealth appears legitimate, with a few gaps. The AppsHunter Legitimacy Score for Triquetra Wealth is 73 out of 100 points across 7 verification signals from App Store and developer data.


## Version history (last 5 releases)

### 3.2.6 — 2026-03-19

- Mandatory Risk Profiling 
- BSE Cart for Trusted Mode
- Improved SIP Step-up Calculator 
- Fixed BSE Nominee Issue
- Fixed User Profile Picture Issue
- Fixed Investment Profile Issue
- Fixed Meeting Notes Issue
- Updated Invitation Message
- Fixed Crashes & Other Issues

### 3.2.1 — 2026-01-30

- Introduced NSE Invest Cart
- Added NSE Invest-Track order functionality
- Added Client Search by Equity Code
- Added Date Range in Portfolio Reports Download
- Added Font Size Settings
- Added Nominee Details Screen
- Added Terms & Conditions while login / signup
- Added Avg. Purchase NAV to be shown in portfolio detail screen
- Added Investment via short link
- Added BSE Cart Trusted Mode App
- Pay via Link option for BSE Trusted Mode
- Updated AMFI Links
- Fixed Crashes

### 3.0.6 — 2025-11-06

- AMFI links Updated
- Contact Screen for RIA
- Improved My Journey So Far
- Escalation Matrix in Profiles
- Add Nominee in Profile List
- Check Nominee during Order Placement
- Fixed Weekly SIP Dates
- Fixed My Goals Status Bar
- Fixed Issue of Onboarding of existing client
- Other Fixes and Crashes

### 2.1.0 — 2025-06-17

- Added NSE/BSE New Nominee Requirements
- Other fixes and updates

### 2.0.1 — 2025-01-20

- 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

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-09-27.*