Triquetra Wealth
Principal Advisor: Abhishek Mukim
SEBI RIA REG NO: INA000015233
Abhishek Mukim is a PGDBM in Finance with over 15 years of experience in financial planning. He specializes in goal-based financial planning and tax optimization strategies.
Smart financial decisions for a brighter future
Services Offered
Goal-Based Financial Planning
Financial planning aligned with your specific life goals and aspirations.
Tax-Saving Investment Planning
Strategic investment planning to optimize tax savings and build wealth.
Mutual Fund Advisory
Expert guidance on mutual fund selection and portfolio management.
About Triquetra Wealth
Triquetra Wealth is a SEBI-registered Investment Advisor serving clients across India. We follow a disciplined approach to goal-based financial planning and wealth creation.
Client Testimonials
“Abhishek helped me understand the importance of goal-based investing. My financial goals are now clear.”
Rahul Verma
IT Professional
“Excellent tax planning advice that saved me significant money.”
Neha Gupta
Marketing Executive
Frequently Asked Questions
What is goal-based financial planning?
It's planning your finances around specific life goals like buying a house, children's education, or retirement.
How do you help with tax planning?
We suggest appropriate tax-saving instruments based on your income and risk profile.
