TriVest Folio is an online personal investment tool to help you build a diversified investment portfolio of Indian Mutual Funds and ETFs.
Through TriVest Folio, Indian investors can make well-informed decisions by building an optimized investment portfolio based on your age and risk profile, thereby cutting out on expensive investment advisers and portfolio managers.
We make it easy for you to carry out asset allocation based on your needs by choosing from a range of top-rated Mutual Funds and ETFs. Using TriVest Folio, you will know exactly how your portfolio is performing at every step of the way.
We will monitor your portfolio and alert you when its time to rebalance so that your portfolio continues to perform optimally and you remain on track to meet your financial objectives.