Helping you build wealth and achieve your life goals
We empower our clients to live their dreams and create their legacy
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Get your money when you need the most - Goal based wealth planning
Comprehensive wealth management designed to deliver you peace of mind
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All walks of wealth. Talk to our Experts
Are you ready for an investment and financial growth strategy that's as unique as you are?
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Trusted for more than 10 years

Traecit Wealth is part of Traecit Group of companies. At Traecit Wealth, we provide 360-degree wealth planning and management services enabling you to Protect, Accumulate and Allocate wealth for a secure and happy lifestyle.

We have had privilege to serve individual and business spread across multiple countries – India, USA, UK, Malaysia, Sri Lanka, Singapore, Germany, Australia, South Korea etc.

2790+

Customers

7500+

Financials Reviewed

135+ years

Cumulative Management Experience

Diversified Investment Options

We are your trusted partner and financial experts supporting you with planning your life and family goals and crafting right investment strategy to meet those goals and maximize the potential of your wealth.

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Mutual Funds

Insurance

Pension Funds

Real Estate

Fixed Income

Bonds

Equities

Commodities
(Gold, Silver, etc.)

Alternative
Investment Options

We strive to work with the best:

Powered by State of Art Technology

360 Degree Wealth Management application to get true picture of net-worth and cash flows of you and your family on the go

Track 25+ Assets classes in single application for you and your family member

Real-time management and monitoring of your investments portfolio

Access it anywhere on the go! Our applications support Mobile, Tablet and Desktop

How we help you achieve your financial goals

Our wealth management methodology and process to help you achieve your financial success

Current Financial Health Check

Review current wealth portfolio and understand your future financial goals

Planning and Strategize

Design your personalized wealth management and investment strategy

Execution and Action

Optimize and execute strategies across asset classes to achieve maximum returns

Review and Rebalancing

Continuously monitor your progress and make strategic changes as necessary

Connect with our wealth champions

Your Wealth! Your Future! - Let's Secure it Together

Driving Growth, Securing Wealth, and Unlocking Financial Opportunities

300+

Valuation Reports Delivered

Empowering Financial Growth with Expert insights and reports

270+

Crores in Managed Investments

Accurate Insights and Proven Results to Guide Your Financial Decisions

95+

Crores Managing AUM and Counting

Driving Growth, Securing Wealth, and Unlocking Financial Opportunities

Client Testimonials

We are a group of passionate, independent experts who simplify complex financial decisions and help achieve extraordinary growth, turning aspirations into achievements with strategies that truly make a difference.

Mr. Rao

Retired HR professional

"I was weighed down by debts and relying on rental income, but Traecit Wealth transformed my approach. They not only helped develop my vacant land but also secured top-tier deals with a developer. As a senior citizen, their expertise allowed me to settle my debts and diversify my investments, ensuring a secure future. Their attention to both real estate and equity is unmatched."

Dr. Bharathi

Healthcare Professional

"Traecit Wealth truly understands our unique financial needs as healthcare professionals. They’ve helped us manage assets, offered expert risk management advice, and ensured our insurance covers both personal and business goals. Their personalized approach has given us confidence and peace of mind."

Mr. Ravi Chandran

(NRI) IT Professional

"More than a financial firm, a strategic partner. Their holistic approach seamlessly integrates personal and business finances, empowering me to focus on driving my company forward."