TriGen Wealth

What TriGen Wealth does

TriGen Wealth (legally Prime Trigen Wealth Limited, formerly Prime Funds Management Limited, CIN U65990MH2018PLC318439) is an India-focused wealth management firm and subsidiary of Prime Securities, headquartered in Mumbai at Maker Chambers V, Nariman Point. It serves high-net-worth individuals, families, CXOs, founders, non-resident Indians, corporate treasuries, and mid-market companies through 11 offices spanning Mumbai, Delhi, Gurugram, Chennai, Bengaluru, Salem, Kochi, Kolkata, Surat, and Ahmedabad. The platform delivers personalized wealth advisory, family office services, treasury management, NRI investment solutions, estate and succession planning, and investment banking capabilities channeled through Prime Securities.

The product set spans distribution of mutual funds from 40+ asset management companies (AMFI ARN-312885), portfolio management services from 30+ providers (APMI APRN01119), alternative investment funds from 30+ managers across Category II and III, specialized investment funds, equity and derivatives broking via a partnership with Mirae Asset Capital Markets (SEBI INZ000163138), and tax-efficient GIFT City/IFSCA-registered funds. Distribution commissions on these products form a transaction-fee revenue stream, while wealth advisory, family office mandates, and treasury management generate recurring advisory and management fees. The company describes a technology-driven platform with cutting-edge technology supporting multi-asset solutions, led by a Chief Technology Officer, though no proprietary AI models or named technology architecture are publicly detailed.

Go-to-market is executed through dedicated Wealth Partners operating from a national office network, each serving a select number of clients with personalized, multi-generational relationship management. TriGen's marketing combines organic LinkedIn presence, website content and insights, a monthly newsletter, and bottom-of-funnel direct consultation. The firm is privately held by Prime Securities, with no disclosed external venture or private equity investment, and operates with a board of five directors plus two co-founders (Suraj Jain and Paramjeet Singh Chopra) overseeing product, business development, technology, operations, family office, taxation, and strategy functions.

Name

TriGen Wealth

Legal name

Prime Trigen Wealth Limited

Website

https://trigenwealth.com

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

51–100 employees

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)

SIC

Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Private Banking & UHNW Wealth Advisory (FSAEABAC)

akta.pro secondary industries

Trust & Fiduciary Advisory for HNW/UHNW (Trust Structuring & Trustee Oversight) (FSAAABAF), Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH)

Keywords

• Wealth management services
• Portfolio advisory
• Financial product distribution
• Family office services
• NRI investment advisory

Headquarters

HQ city

Mumbai

HQ country

India

HQ region

Asia

Offices11 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others

Revenue model

1. Financial Products Distribution: TriGen Wealth operates as a distributor of financial products including mutual funds, portfolio management services (PMS), alternative investment funds (AIF), and specialized investment funds. Revenue is generated through distribution commissions and fees from facilitating access to these third-party financial products.
2. Wealth Advisory Services: The company provides personalized wealth management, family office, treasury management, and NRI financial services. Revenue is generated through advisory and management fees for bespoke wealth structuring, succession planning, estate solutions, and investment guidance.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

TriGen Wealth is an India-based wealth management firm that delivers personalized wealth advisory, portfolio structuring, and distribution of third-party financial products (mutual funds, PMS, AIF, SIF, equity broking, and GIFT City funds) to high-net-worth individuals, families, NRIs, corporate treasuries, and mid-market institutions. Services span wealth creation, protection, succession planning, estate solutions, treasury management, and investment banking access through its parent Prime Securities.

Product overview

TriGen Wealth is a wealth management platform for high-net-worth individuals, families, and institutions, operated as a subsidiary of Prime Securities. The company offers a comprehensive suite of services organized around four core pillars: (1) Private Individuals / CXO Wealth Management for bespoke financial planning and legacy building; (2) Non Resident Indian (NRI) Services for India-focused investment opportunities; (3) Treasury Management for corporate cash flow optimization; and (4) Family Office Services including estate planning, succession planning, and multi-generational wealth structuring. Beyond advisory, TriGen distributes a broad range of financial products including mutual funds from 41 AMCs, PMS from 30+ providers, AIFs (Category II and III) from 34+ managers, Specialized Investment Funds (SIF), equity broking via Mirae Asset, and GIFT City/IFSCA-registered international funds. Investment banking capabilities are enabled through Prime Securities for capital raising, M&A advisory, and strategic transactions. The platform is complemented by a technology-driven approach with personalized service delivery through dedicated Wealth Partners.

Differentiator

Problem solved

Functional benefit

Products and services

• Private Individuals / CXO Wealth Management

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Five partnerships are on record, tiered core and key.

• Mirae Asset Capital Markets (India) Private LimitedcoreChannel Partner/ Reseller/ DistributorTriGen Wealth acts as an Authorized Partner for equity broking services offered by Mirae Asset Capital Markets. SEBI Registration: INZ000163138. Provides stock broking services under brand m.Stock.
• 40+ Mutual Fund AMC PartnerscoreChannel Partner/ Reseller/ DistributorPartnerships with 40+ asset management companies including HDFC AMC, ICICI Prudential, Nippon India, SBI Mutual Fund, Mirae Asset, Axis, Kotak, and others for mutual fund distribution services.
• 30+ PMS ProviderskeyChannel Partner/ Reseller/ DistributorDistribution partnership with 30+ SEBI-registered Portfolio Management Service providers including AlfAccurate, Abakkus, Alchemy Capital, ASK Investment Managers, Emkay, 360 ONE Asset Management, and others.
• 30+ AIF ManagerskeyChannel Partner/ Reseller/ DistributorDistribution partnership with 30+ Alternative Investment Fund managers including Category II and Category III AIF providers such as Blacksoil, InCred, Northern Arc, Piramal Alternatives, and others.
• GIFT City Funds (IFSCA-Registered)keyChannel Partner/ Reseller/ DistributorPartnership with 10+ GIFT City-registered funds including HDFC AMC International, Ashoka Whiteoak Capital, Mirae Asset Investment Managers, Aditya Birla Sun Life, and others for tax-efficient NRI investments.

Scale indicators4 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Tipsons Wealth: Indian wealth management firm offering HNI advisory and product distribution. Comparable mid-tier scale and multi-asset offering aimed at families and promoters.
• Kotak Wealth Management: Bank-led wealth management franchise serving UHNI/HNI clients with MF, PMS, AIF distribution and advisory across India. Comparable HNI focus, though backed by a large bank balance sheet.
• Anand Rathi Wealth Management: Listed Indian wealth manager targeting HNIs and families with a similar mix of MF, PMS, AIF, and structured product distribution across multiple cities. Closely comparable GTM and client segmentation.
• Nuvama Wealth and Investment: Wealth management arm of the former Edelweiss Group, offering HNI wealth advisory, PMS, AIF distribution, and family office services. Directly competes in the same HNI/multi-asset distribution space.
• Motilal Oswal Wealth Management: HNI-focused wealth advisory arm of the Motilal Oswal Group distributing mutual funds, PMS, AIF and structured products. Overlaps heavily on product set and HNI target client.
• Ambit Wealth: Indian private wealth management firm offering HNI advisory, family office services, and alternative investments distribution. Similar boutique-scale profile serving families and promoters.
• JM Financial Wealth Management: Wealth and investment management arm of the JM Financial Group, providing HNI wealth advisory, PMS and product distribution. Comparable structure with a financial-services parent like Prime Securities for TriGen.
• 360 ONE Wealth Management: One of India's largest listed HNI/family-office wealth managers offering mutual fund, PMS, AIF, and structured product distribution plus advisory. Most direct comparable to TriGen in terms of HNI/family office focus and product breadth.

Emerging players

• INDmoney: Digital-first Indian wealth platform aggregating mutual funds, stocks, PMS and US investments. Represents the online competitive threat to TriGen's traditional advisor-led distribution model.
• Sanctum Wealth: Independent boutique wealth manager in India focused on HNI/UHNI and family office services. Comparable boutique profile but with a more tech-forward positioning.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/trigenwealth
• Xx.com/TriGenWealth

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about TriGen Wealth