Welcome to TriGen Wealth
Discover Personalized Wealth Solutions for a
Changing World
Wealth brings opportunity and complexity. It's not just about growing assets but also leaving a legacy and gaining the freedom to focus on what truly matters.
Experience Clarity
Navigate Wealth With Confidence
Who We Are
TriGen Wealth: Trusted Partners, Proven Expertise,
Lasting Growth.
TriGen Wealth, a subsidiary of Prime Securities, helps clients navigate new financial opportunities with fresh thinking. We combine Prime Securities' trusted legacy with forward-thinking strategies designed for modern investors. Our tailored strategies aim to secure immediate financial goals while creating enduring wealth that benefits current and future generations.
Legacy. Innovation. Growth.
Honoring legacy, driving innovation, building growth
Bringing Your Vision to Life
Our mission is to bring your financial vision to life by helping you grow, protect, and transfer your wealth effectively. We design strategies that transform your aspirations into reality—whether creating meaningful legacies for family, supporting cherished causes, or achieving personal dreams. As your dedicated financial ally, we deliver objective guidance and customized roadmaps that turn your vision into actionable plans. In today's rapidly evolving markets with expanding investment options, realizing your financial dreams can feel challenging. At TriGen Wealth, we make the path clear. We navigate complexities alongside you, uncovering opportunities that align with your vision and building enduring prosperity for generations to come.
Looking beyond the obvious, seeing opportunities where others see obstacles.
— true wealth is in perspective.
Looking beyond the obvious, seeing opportunities where others see obstacles.
— true wealth is in perspective.
For Individuals
We believe every individual has a unique story with distinct dreams and aspirations. At TriGen Wealth, we work diligently to transform your vision into reality. Your financial journey goes beyond numbers—it's about building a foundation for living authentically. We simplify complex financial concepts, providing clear guidance when you need answers.
For Individuals
For Institutions
At TriGen Wealth, we help businesses manage and grow their assets with effective treasury management solutions. A well-run treasury can become a key profit center by optimizing cash flow and reducing financial risks. Leveraging the expertise of our parent company, Prime Securities, we also offer investment banking services to support your business goals.
For Institutions
Family Office as a Service
Empower your family's legacy with Family Office as a Service, powered by Eton Solutions' AtlasFive® platform and EtonGPT™ AI engine. Leverage intelligent automation, personalized solutions, and data-driven insights for efficient wealth management, designed to preserve and grow wealth across generations.
Family Office as a Service
Beyond Wealth:
Building Dreams
TriGen Wealth empowers individuals, families, businesses, and global Indians to transform financial aspirations into reality through smart, transparent solutions. We simplify complex financial journeys by providing expert guidance at every milestone—from wealth creation to legacy planning. Our team delivers clear insights and personalized strategies as your dedicated partner in building dreams. Experience the confidence of a future designed around your vision
Beyond Wealth:
Building Dreams
TriGen Wealth helps individuals, families, corporates, and global Indians grow and protect their wealth with smart, transparent, and hassle-free solutions. We simplify your financial journey by providing the right support at every stage—whether you're building wealth, securing your future, or preparing for the next generation. With us, you'll receive clear insights, expert guidance, and a partner dedicated to your financial success.
For Individuals
We believe every individual has a unique story with distinct dreams and aspirations. At TriGen Wealth, we work diligently to transform your vision into reality. Your financial journey goes beyond numbers—it's about building a foundation for living authentically. We simplify complex financial concepts, providing clear guidance when you need answers.
Non Resident Indians
Discover financial opportunities in India designed for NRIs. Our expert support helps you navigate the Indian market, providing you with the knowledge and confidence to grow your wealth, wherever you are based.
Family Office as a Service
Empower your family's legacy with Family Office as a Service, powered by Eton Solutions' AtlasFive® platform and EtonGPT™ AI engine. Leverage intelligent automation, personalized solutions, and data-driven insights for efficient wealth management, designed to preserve and grow wealth across generations.
The TriGen Advantage
At TriGen Wealth, we focus on what truly matters to you. Our personalized, unbiased solutions are crafted around your unique needs, ensuring the best possible outcomes. We leverage innovative technology to simplify your financial decisions, supported by a team that genuinely cares about your success. With our hands-on, expert approach, we are dedicated to helping you reach your financial goals with confidence and clarity.
Unbiased Guidance
At TriGen Wealth, we offer the perfect blend of external and proprietary products, ensuring transparent solutions that are aligned with your goals and free from conflicts.
Building a Lasting Legacy
As a client, you gain access to resources that help distribute your wealth to charities and endowments, ensuring your impact extends beyond tomorrow.
Innovative Strategies
We understand the opportunities and challenges you face, and focus on strategies that align with your goals— including support for your philanthropic endeavors.
Turning Your Wealth into Purpose
With significant wealth, you have the opportunity to pursue the ventures, causes, and passions that bring meaning to your life. The challenge lies in making decisions that align with both your immediate needs and long-term vision, ultimately creating a legacy that reflects who you are.
Personalized Service, Focused on You
We take the time to truly understand you. Each Wealth Partner works with a select number of clients, allowing us to focus on the unique needs of you and your family. This approach helps us build a lasting relationship that spans generations.
Let’s Connect and Grow Together
Have questions or want to explore how we can work together? Reach out and start a conversation today.
Have questions or want to explore how we can work together? Reach out and start a conversation today.
Join Our Team and Shape the Future
We’re seeking experienced individuals dedicated to long-term success, offering competitive compensation and growth opportunities with a dynamic team.
We’re seeking experienced individuals dedicated to long-term success, offering competitive compensation and growth opportunities with a dynamic team.