TrustUs vs TriGen Wealth

TrustUs-YourWealthPartner is one-stop shopping for all your Financial needs. You can use this state of the art app to stay on top of your Complete Financial Portfolio with all assets: - Mutual Funds - Equity Shares - Bonds - Fixed Deposits - PMS - Insurance Key Features: - Complete Portfolio report download including all assets. - View historical Performace of your Portfolio easily - Easy login via your Google email id. - Transaction statement of any period - 1 Click Statement of Account Download for any Asset Management Company in India - Advanced Capital Gain Reports - Invest Online in any Mutual fund scheme or New Fund Offer. Track all orders till the allotment of units to keep complete transparency - SIP Report to be informed of your Running and Upcoming SIPs, STPs. - Insurance list to keep track of premiums to be paid. - Folio details registered with each AMC. Calculators and Tools available: - Retirement Calculator - SIP Calculator - SIP Delay Calculator - SIP Step up Calculator - Marriage Calculator - EMI Calculator

Track, manage and transact your investments with the official TriGen Wealth app - exclusively for registered clients of Prime TriGen Wealth Limited. YOUR PORTFOLIO. ANYTIME. ANYWHERE. The TriGen Wealth app gives you complete visibility over your wealth - across mutual funds, PMS holdings alternate investments, direct equity bonds, and family portfolios - in one secure, intuitive interface. Built for clients who expect clarity and control without the complexity. WHAT YOU CAN DO: • Portfolio Overview: See your current value, net capital deployed, and overall gain or loss at a glance • Performance Analytics: Track returns against benchmarks across custom time periods • Holdings Summary: View your complete holdings broken down across equity, debt, and alternative assets • Return Summary: Analyse period-wise performance across your entire portfolio • Family Portfolio View: Manage and monitor multiple family members' portfolios in one Transactions • Reports: Access portfolio and performance reports on demand Prime TriGen Wealth Limited (PTWL) is a wholly owned subsidiary of Prime Securities Limited (NSE: PRIMESECU | BSE: 500337), a SEBI-registered Category-I Merchant Banker with nearly three decades of institutional expertise. We serve HNI, UHNI, NRI, and institutional clients across in India. AMFI-registered Mutual Fund Distributor: ARN 312885 APMI-registered PMS Distributor: APRN01119 SECURITY: Your data is encrypted in transit. No data is shared with third parties. The app is designed exclusively for registered clients of Prime TriGen Wealth Limited and requires verified login credentials to access. This app is for existing clients only. To become a client, visit us at www.trigenwealth.com or contact your nearest TriGen Wealth office.