Trinity Finvest
Trinity Finvest is a technology-enabled financial services firm, born from the vision of seasoned banking professionals with over 25 years of experience in the banking, finance, and investment sectors. Our firm stands at the intersection of deep industry knowledge and cutting-edge technology, offering a comprehensive suite of financial services designed to enhance the financial security of our clients.
About Us
At Trinity Finvest, we offer expert solutions in Investments (Fixed Income, Mutual Funds, Portfolio Management
Services, etc.), Loans, Tax Planning, Insurance, Demat & Trading, and Financial Education. Backed by robust technology, our mobile and web platforms ensure seamless access and control over your financial journey.
Our offerings are supported by a robust technological framework, ensuring that our clients enjoy seamless access to the best-in-class products and solutions. Our digital platforms, accessible via both mobile and web applications, empower our clients to manage their financial journeys with ease and confidence.
We serve individuals, families, and institutions, tailoring strategies to diverse goals. Certified by AMFI, IRDA, NISM, and MSME, and partnered with top AMCs, Banks, Insurers, and NBFC, we deliver trusted, high-quality financial solutions.
Trinity Finvest
Trinity Finvest is a technology-enabled financial services firm, born from the vision of seasoned banking professionals with over 25 years of experience in the banking, finance, and investment sectors. Our firm stands at the intersection of deep industry knowledge and cutting-edge technology, offering a comprehensive suite of financial services designed to enhance the financial security of our clients.
Our Team
Mr. Gibi George, The Founder & CEO
Mr. Gibi George, brings over 25 years of extensive experience in the banking and finance industry.
A former banker, Mr. George holds a PGDBM from IIM Kozhikode and has a proven track record of leadership in various capacities, including Zonal Business Head, Zonal Risk Head, and Process Head in Retail & Rural Banking at ICICI Bank Ltd.
His rich career also includes executive roles at American Express-FES, Centrum Finance Ltd., and Transcorp International Ltd., where he has consistently driven growth and innovation. Mr. George's visionary leadership and deep industry knowledge are the cornerstones of our firm's success.
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MR. AJITH KUMAR
Product and Investment Head
Mr. Ajith Kumar is the Head of Product and Investment at Trinity, bringing with him 25 years of extensive experience in the finance sector. As a Chartered Wealth Manager (CWM), he has honed his expertise in investment strategies and financial management, making him a trusted authority in the field. His deep understanding of the complexities of finance, coupled with his strategic vision, drives our commitment to delivering innovative and effective investment solutions.
MS. SOUMYA SKARIACHAN
Head - Business Development
Ms. Soumya Skariachan is our Head of Business Development, bringing over a decade of experience with top MNC banks, including ANZ, HSBC, and SOLV. With a BSc from SRMC Chennai, she has a solid academic foundation that complements her extensive industry experience. Her expertise in business development has been instrumental in driving growth and forging strategic partnerships. Ms. Soumya's deep understanding of market dynamics and her ability to build strong client relationships are key to our firm's success in expanding our business footprint.
MS. DHANNYA P S
Manager - HR & Finance
Ms. Dhannya P S serves as the Manager of HR & Finance, bringing 7 years of specialized experience in both human resources and financial management. With an MCom from NSS College Nemmara, she possesses a strong academic background that underpins her practical expertise. Her dual focus on HR and finance enables her to effectively manage the intricate balance between employee well-being and financial efficiency. Ms. Dhannya's dedication to fostering a positive work environment, coupled with her financial acumen, plays a crucial role in driving our Trinity's operational success.
MR. B BALU NARAYANAN
Asst. Manager -
Business Development
Mr. B Balu Narayanan is the Assistant Manager of Business Development at our firm, with over 2 years of experience in the field. Holding a Bachelor of Technology degree, he combines technical expertise with a strong business acumen to drive growth and explore new market opportunities. His proactive approach and dedication to expanding our business reach make him an invaluable asset to our team, contributing to the strategic development and success of our firm.
MR. AJITH KUMAR
Product and Investment Head
Mr. Ajith Kumar is the Head of Product and Investment at Trinity, bringing with him 25 years of extensive experience in the finance sector. As a Chartered Wealth Manager (CWM), he has honed his expertise in investment strategies and financial management, making him a trusted authority in the field. His deep understanding of the complexities of finance, coupled with his strategic vision, drives our commitment to delivering innovative and effective investment solutions.
MS. DHANNYA P S
Manager - HR & Finance
Ms. Dhannya P S serves as the Manager of HR & Finance, bringing 7 years of specialized experience in both human resources and financial management. With an MCom from NSS College Nemmara, she possesses a strong academic background that underpins her practical expertise. Her dual focus on HR and finance enables her to effectively manage the intricate balance between employee well-being and financial efficiency. Ms. Dhannya's dedication to fostering a positive work environment, coupled with her financial acumen, plays a crucial role in driving our Trinity's operational success.
Our Team
Mr. Gibi George,
The Founder & CEO
Mr. Gibi George, brings over 25 years of extensive experience in the banking and finance industry.
A former banker, Mr. George holds a PGDBM from IIM Kozhikode and has a proven track record of leadership in various capacities, including Zonal Business Head, Zonal Risk Head, and Process Head in Retail & Rural Banking at ICICI Bank Ltd.
His rich career also includes executive roles at American Express-FES, Centrum Finance Ltd., and Transcorp International Ltd., where he has consistently driven growth and innovation. Mr. George's visionary leadership and deep industry knowledge are the cornerstones of our firm's success.
Mr. Ajith Kumar
Product and Investment Head
Mr. Ajith Kumar is the Head of Product and Investment at Trinity, bringing with him 25 years of extensive experience in the finance sector.
As a Chartered Wealth Manager (CWM), he has honed his expertise in investment strategies and financial management, making him a trusted authority in the field.
His deep understanding of the complexities of finance, coupled with his strategic vision, drives our commitment to delivering innovative and effective investment solutions.
Mr. Dain Matthew Thomas
Head - Business Development
MR. DAIN MATTHEW THOMAS is the HEAD of BUSINESS DEVELOPMENT at TRINITY FINVEST, bringing with him professional banking experience of over 14 years in Branch Operations, Cluster Management and Wealth Management from the banking sector.
MR. AJITH KUMAR
Product and Investment Head
Mr. Ajith Kumar is the Head of Product and Investment at Trinity, bringing with him 25 years of extensive experience in the finance sector. As a Chartered Wealth Manager (CWM), he has honed his expertise in investment strategies and financial management, making him a trusted authority in the field. His deep understanding of the complexities of finance, coupled with his strategic vision, drives our commitment to delivering innovative and effective investment solutions.
MS. DHANNYA P S
Manager - HR & Finance
Ms. Dhannya P S serves as the Manager of HR & Finance, bringing 7 years of specialized experience in both human resources and financial management. With an MCom from NSS College Nemmara, she possesses a strong academic background that underpins her practical expertise. Her dual focus on HR and finance enables her to effectively manage the intricate balance between employee well-being and financial efficiency. Ms. Dhannya's dedication to fostering a positive work environment, coupled with her financial acumen, plays a crucial role in driving our Trinity's operational success.
MR. AJITH KUMAR
Product and Investment Head
Mr. Ajith Kumar is the Head of Product and Investment at Trinity, bringing with him 25 years of extensive experience in the finance sector. As a Chartered Wealth Manager (CWM), he has honed his expertise in investment strategies and financial management, making him a trusted authority in the field. His deep understanding of the complexities of finance, coupled with his strategic vision, drives our commitment to delivering innovative and effective investment solutions.
MS. SOUMYA SKARIACHAN
Head - Business Development
Ms. Soumya Skariachan is our Head of Business Development, bringing over a decade of experience with top MNC banks, including ANZ, HSBC, and SOLV. With a BSc from SRMC Chennai, she has a solid academic foundation that complements her extensive industry experience. Her expertise in business development has been instrumental in driving growth and forging strategic partnerships. Ms. Soumya's deep understanding of market dynamics and her ability to build strong client relationships are key to our firm's success in expanding our business footprint.
MS. DHANNYA P S
Manager - HR & Finance
Ms. Dhannya P S serves as the Manager of HR & Finance, bringing 7 years of specialized experience in both human resources and financial management. With an MCom from NSS College Nemmara, she possesses a strong academic background that underpins her practical expertise. Her dual focus on HR and finance enables her to effectively manage the intricate balance between employee well-being and financial efficiency. Ms. Dhannya's dedication to fostering a positive work environment, coupled with her financial acumen, plays a crucial role in driving our Trinity's operational success.
MR. B BALU NARAYANAN
Asst. Manager -
Business Development
Mr. B Balu Narayanan is the Assistant Manager of Business Development at our firm, with over 2 years of experience in the field. Holding a Bachelor of Technology degree, he combines technical expertise with a strong business acumen to drive growth and explore new market opportunities. His proactive approach and dedication to expanding our business reach make him an invaluable asset to our team, contributing to the strategic development and success of our firm.
Why Trinity Finvest ?
One Stop Financial Shop
One Stop Financial Shop
Periodic review of Financial Performance
Periodic review of Financial Performance
Rich experience in Banking & Financial industry
Rich experience in Banking & Financial industry
Well Researched Products & Solutions
Well Researched Products & Solutions
Life-long Relationship
Life-long Relationship
Best Products and Industry tie-ups
Best Products and Industry tie-ups
Maintain Confidentiality
Maintain Confidentiality
Technology for convienience
Technology for convienience
Our Achievements
Our Journey
Our journey is a testament to growth and resilience, reflecting our commitment to excellence in the financial services industry. From our humble beginnings in 2021 to scaling new heights in 2024, we've continuously expanded our offerings and built a strong, dedicated team.
2021
FIRST STEPS
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Key Milestones:
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Started as a Startup ecosystem
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Established tie-ups with Mutual Fund and Asset Plus providers
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Team Size: 2 members
2023
KEEP GOING
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Key Milestones:
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Relocated to a new office in Kakkanad
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Introduced educational loans
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Established partnerships with alternate and global fund providers
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Team Size: 7 members
2022
LET’S DO IT
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Key Milestones:
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Formed partnerships with Portfolio Management Services (PMS) providers
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Secured tie-ups with insurance companies and Non-Convertible Debentures (NCDs)
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Team Size: 4 members
2024
HERE WE ARE
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New independent office
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Key Milestones:
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Launched FINSEED
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Expanded offerings to include business loans, Demat & Trading, and corporate insurance
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Team Size: 10 members
Events and Workshops
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Registrations
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Mutual Fund Distributor with Association of Mutual Funds in India (AMFI - ARN-181851)
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Equity Research and Valuation- National Institute of Securities Markets (NISM-20210051276)
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Insurance Regulatory Development Authority of India (IRDAI)
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MSME Udyam registered entity (UDYAM-KL-02-0020316)
Important Disclaimer: Mutual Fund investments are subject to market risks, read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. The Mutual Fund is not guaranteeing or assuring any dividend under any of the schemes and the same is subject to the availability and adequacy of distributable surplus. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme. We do not deal in Cash, none of our employees are authorised to deal with any unregulated investments/products etc. Contact us if you observe any misconduct.