Vouched for by BNI DesireRam Shah
Trustner Asset Services Pvt Ltd
Mutual fund distribution and family financial planning for business owners
About the business
Certified Financial Planner and founder of Trustner Asset Services. We help business families organise their investments, insurance and succession in one place.
What Ram does
- Mutual fund investments
- Goal & retirement planning
- Insurance review
- Estate & succession support
A good introduction for Ram
A business owner aged 35-55 who is investing without any written plan, or a family that has just had a liquidity event.
I know someone like thatScan to share
This QR opens Ram’s page. Members print it on their visiting cards and counters, so every card handed out leads back to the chapter.
Trustner Asset Services Pvt Ltd - AMFI-registered Mutual Fund Distributor, ARN-286886. Mutual fund investments are subject to market risks; read all scheme related documents carefully.
Your enquiry goes to Ram Shah and is logged with the chapter’s Secretary / Treasurer, so somebody always follows up. Members aim to call back within one working day.
Same power team
Ram works alongside
Members of the Money, Protection & Compliance team serve the same customers and pass each other work every week.
