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Trinitas Financial Services LLP and Trinitas Multi Family Office & Advisory Private Limited started 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 has an AUM of INR 3,200 million spread across various financial assets within the first few years of its existence which in itself is a testament of the trust that our esteemed clients have in our abilities.
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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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