Enabling disciplined wealth creation for individuals, families, and businesses
Trigon Finserv LLP, established in 2023, is an AMFI-registered Mutual Fund and SIF Distributor dedicated to offering individuals, families, and corporates well-structured investment solutions that are selected based on their financial objectives and risk profile.
Founded by Yash Shah and Disha Shah, Trigon Finserv LLP specializes in serving High Net-worth and Ultra High Net-worth Individuals (HNIs & UHNIs) through a disciplined, research-backed approach. With a strong foundation in financial markets and investment products, we assist our clients in building, managing, and preserving wealth by recommending options aligned with their goals, time horizon, and risk tolerance.
Our approach is centered on long-term relationships, transparency, and a deep understanding of the unique financial aspirations of each client.
ASSET ADVISED
ACTIVE INVESTORS
ADVISORY EXPERIENCE
LOCATIONS
CEO, Finance analyst
Yash Shah works closely with entrepreneur families, HNIs, UHNIs, professionals, and companies to help them structure, preserve, and grow wealth with clarity and purpose. With over a decade of experience in the financial services industry, he focuses on aligning financial decisions with long-term goals, risk appetite, and legacy planning.
As the founder of Trigon Finserv LLP, Yash currently oversees Assets Under Management (AUM) of over ₹140 Crore and works with more than 90 families and businesses. His approach combines structured financial planning, in-depth research, and disciplined risk management to help clients make informed financial decisions.
Outside work, Yash enjoys spending quality time with his family and is an enthusiast of books and cinema. Through Trigon, he aims to build long-term relationships founded on trust, transparency, and thoughtful guidance.
CEO, Finance analyst
Disha Shah plays an important role in managing client relationships and operations at
Trigon Finserv LLP. With a people-first approach and attention to detail, she helps
ensure that clients feel comfortable, supported, and well taken care of throughout their
association with Trigon.
Outside work, Disha enjoys travelling, exploring different cuisines, and spending quality
time with her family. She is also a present and involved mother to her son, something
she values deeply. Her warm and grounded personality reflects the relationship-driven
culture that Trigon stands for.
