Abhishek Mukim - Triquetra Wealth
Verified

No ratings yet

View Reviews (0) | Rate Abhishek Mukim

Abhishek Mukim

Triquetra Wealth

Registered Investment Advisor

Service Location
Mumbai
Professional Licenses
SEBI RIA
#INA000015233
Fee Based Fiduciary Financial Advisor
No commission-based products

This financial advisor operates on a hybrid structure, offering professional advisory services for a fee, while often providing integrated execution services that may involve separate distribution arms.

Contact Information

Address
1A Calcot House, 8/10 Tamarind Lane, Fort, Mumbai – 400 001.

Client Focus & Services

Best suited for

Investors seeking fiduciary advice with legal obligation to act in their best interests. High-net-worth individuals, families, and institutions looking for comprehensive wealth management, portfolio construction, and ongoing investment guidance under strict regulatory oversight.

Problems solved

Portfolio underperformance, lack of investment strategy, regulatory compliance concerns, fiduciary duty assurance, complex portfolio management, succession planning, risk management, systematic rebalancing, performance evaluation, tax-efficient investing.

What this advisor does NOT do

This advisor does not offer independent investment products outside their platform. They do not provide guaranteed returns or fixed-income promises. They do not offer tax return preparation or legal document drafting. They do not provide daily market speculation or short-term trading strategies. Distribution arm products may involve separate compensation.

About Abhishek Mukim

Abhishek Munim is the Principal Officer of Triquetra Wealth, Mumbai, a firm built on the core pillars of integrity, trust, and relationships. With a deep understanding of the unique needs of business leaders, entrepreneurs, and families, he ensures that clients feel confident about the protection and growth of their assets—both personal and business. Abhishek and his team bring the experience, flexibility, and depth of knowledge required to safeguard investments today while planning effectively for the next generation.

Under his leadership, Triquetra Wealth provides holistic wealth management solutions tailored to the diverse needs of clients. The firm’s offerings span investment management, succession planning, real estate and commercial asset advisory, taxation planning, asset protection, and family office support. Abhishek emphasizes personal connection, investing time in understanding client requirements and shaping strategies around their individual goals and family priorities. Whether serving a family patriarch, senior corporate professional, serial entrepreneur, or owner of a multinational business, his approach remains client-first and solution-oriented.

Abhishek is also a strong believer in values-driven business. At Triquetra Wealth, principles such as collaboration, excellence, and transparency define the culture and guide every decision. By combining rigorous corporate governance standards with a human touch, he ensures that clients receive not only best-in-class solutions but also complete trust and peace of mind. His mission is to help families and businesses secure their wealth with discipline, foresight, and a relationship-driven approach.

Reviews

0 reviews
MORE OPTIONS FOR YOU

More Advisors You Can Explore

Discover 3 more verified advisors with similar expertise

Mumbai Fee-Based
Mumbai Fee-Based
Mumbai Fee-Based
View more advisors without additional searching or filtering