Prime TriGen Wealth Ltd. Crosses ₹5,000 Crore AUM Within 13 Months , as demand for experienced Wealth Manager’s Grows in India
As affluent investors increasingly seek comprehensive, advice-led wealth management solutions, TriGen Wealth, the strategic wealth management arm of Prime Securities Limited, has crossed ₹5,000 crore in Assets Under Management (AUM) within 13 months of formally onboarding its first set of clients.
The milestone reflects the growing preference among High Net-worth Individuals (HNIs) and Ultra High Net-worth Individuals (UHNIs) for holistic wealth advisory that goes beyond investment products to encompass portfolio strategy, risk diversification, succession planning and access to a broader range of investment opportunities. Since commencing client onboarding, TriGen Wealth has built a client base of over 1,000 clients across 13+ locations, spanning metros as well as Tier-1 and Tier-2 markets. The growth has been supported by a technology-enabled wealth platform and a consultative approach designed to deliver personalised wealth solutions.
TriGen wealth provides wealth management solutions across equities, mutual funds, Portfolio Management Services (PMS), Alternative Investment Funds (AIFs), bonds and alternative investments, while also supporting clients with portfolio construction, intergenerational wealth transfer and other long-term wealth planning requirements.
Sailesh Balachandran, Founder & Joint CEO, TriGen Wealth, said, “Crossing ₹5,000 crore in AUM within 13 months is an important milestone, but more importantly it reflects the growing preference among affluent investors for long-term, advice-led wealth management. Clients today are looking beyond product recommendations towards comprehensive guidance that helps them preserve, grow and transition wealth across generations. Our focus has been on building enduring client relationships through a consultative approach backed by strong execution.”
Maneesh Kapoor, Founder & Joint CEO, TriGen Wealth, added, “From the outset, our objective has been to build an institution that combines rich expertise with technology and a pan-India presence. As we continue to expand across markets, we remain focused on strengthening our capabilities in promoter lifecycle wealth management, family office services and cross-border solutions, while creating long-term value for India’s wealth creators and their families.”
TriGen Wealth currently has a team of more than 100 employees, including over 50 Relationship Managers with an average experience upwards of 16 years and with a presence across 13+ locations. The firm continues to expand its geographic footprint while strengthening its capabilities to serve the evolving wealth management needs of clients across India.
