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Trinitas Financial Services LLP and Trinitas Multi Family Office & Advisory Private Limited were established in September 2015 as a niche outfit catering to a select UHNI and HNI clientele, with the sole objective of maximizing portfolio returns by recommending Investment products.
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The firm operates assets worth over ₹5,000 million spread across various financial assets which is a testament of the trust that our esteemed clients have in our abilities.Trinitas is a trusted partner and leader in financial product distribution,known for delivering relevant investment solutions that enhance clients’ financial success and confidence.
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Trinitas is a culmination of the entrepreneurial journey started by Mr. Joe Jacob as the Founder–Director. Mr. Shreedhar Agnihotri, as Co-Founder-Director, supports the venture externally.
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The company is registered and headquartered in the city of Bengaluru (India) with a paid up capital of INR 30 Lacs.
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