Plan Your Child’s Future
with Goal-Based SIP
Start investing today for your child’s education, dreams, and a brighter tomorrow. Our goal-based calculator helps you plan the perfect SIP amount.
₹10,000/month·12% p.a.·20 years
Wealth Multiplier
0.0x
₹24L invested → ₹96L wealth
The four principles behind SIP's power
Power of Compounding
Your returns earn returns. Small, regular investments snowball into life-changing wealth over decades.
Rupee Cost Averaging
Buy more units when markets are low, fewer when high. Removes the need to time the market perfectly.
Disciplined Investing
Auto-debit ensures you never miss a month. Removes emotion, enforces consistency — the secret weapon of long-term wealth builders.
Low Barrier to Entry
Start with ₹500/month. No large capital needed. No market expertise required. Just a goal and a commitment.
A different kind of investment platform
Risk Profiling First
We assess your risk appetite and time horizon before any recommendation. No one-size-fits-all shortcuts.
Goal-Based Planning
Every recommendation is tied to your specific life goal — retirement, education, home, or wealth accumulation.
Portfolio Review Support
Regular monitoring, rebalancing guidance, and performance reviews — not a one-time transaction.
Human Advisor Access
A dedicated relationship manager available via phone, WhatsApp, or email. Real people. Real guidance.
AI-Assisted Insights
Smart calculators, fund screeners, market research tools, and AI-powered planning recommendations.
AMFI Registered & Compliant
Fully regulated under SEBI/AMFI (ARN-286886). Your investments are transparent, safe, and compliant.
What Our Clients Say
Trust is the foundation of every relationship we build. Hear from investors across India.
“I am deeply thankful and blessed for the support of Trustner Assets Services who got my dream into a reality and a magical moment. Special thanks to Sangeeta and Ram Shah who has been doing a fabulous job at managing my funds with utmost priority.”
“I am very pleased with services of Trustner Assets services. The team is excellent and the guidance provided by Mr Ram Shah and the team is exemplary. Hope to do more business in future.”
“I have taken Mr Ram Shah's financial advice while preparing our Statement of Accounts and Financial Tax Planning. Mr Ram, through his expert advice, helped my organization to save lacs of rupees in Tax for which I shall always remain grateful.”
“My MF investments are all routed through them and have shown significant growth over the years. Their market awareness, research, in depth analysis and precision are some of the major contributors to their growth as a company and a trusted partner in your financial journey.”
“I have taken Mr Ram Shah's financial advice while preparing our Statement of Accounts and Financial Tax Planning. Mr Ram, through his expert advice, helped my organization to save lacs of rupees in Tax for which I shall always remain grateful. I strongly advise everyone to take the service of Mr Ram Shah and the professional team of his organization, Trustner Asset Services.”
“The organisation is really operated with a brilliant understanding of the market. Investing here is as safe as the money holding by you. Thanks to the team of Trustner Asset Services for their excellent guidance.”
“I am really grateful to Mr Ram Shah for his advice given and for helping me to get the best funds for my investment. I will definitely refer Trustner Assets Services to my friends and family when and where required.”
“Thanks to Trustner Asset Services Pvt Ltd for guiding and assisting me in selecting the right SIP scheme as per my requirement. He has a thorough knowledge of the mutual fund industry and has a very efficient team under him.”
“I am deeply thankful and blessed for the support of Trustner Assets Services who got my dream into a reality and a magical moment. Special thanks to Sangeeta and Ram Shah who has been doing a fabulous job at managing my funds with utmost priority.”
“I am very pleased with services of Trustner Assets services. The team is excellent and the guidance provided by Mr Ram Shah and the team is exemplary. Hope to do more business in future.”
“I have taken Mr Ram Shah's financial advice while preparing our Statement of Accounts and Financial Tax Planning. Mr Ram, through his expert advice, helped my organization to save lacs of rupees in Tax for which I shall always remain grateful.”
“My MF investments are all routed through them and have shown significant growth over the years. Their market awareness, research, in depth analysis and precision are some of the major contributors to their growth as a company and a trusted partner in your financial journey.”
“I have taken Mr Ram Shah's financial advice while preparing our Statement of Accounts and Financial Tax Planning. Mr Ram, through his expert advice, helped my organization to save lacs of rupees in Tax for which I shall always remain grateful. I strongly advise everyone to take the service of Mr Ram Shah and the professional team of his organization, Trustner Asset Services.”
“The organisation is really operated with a brilliant understanding of the market. Investing here is as safe as the money holding by you. Thanks to the team of Trustner Asset Services for their excellent guidance.”
“I am really grateful to Mr Ram Shah for his advice given and for helping me to get the best funds for my investment. I will definitely refer Trustner Assets Services to my friends and family when and where required.”
“Thanks to Trustner Asset Services Pvt Ltd for guiding and assisting me in selecting the right SIP scheme as per my requirement. He has a thorough knowledge of the mutual fund industry and has a very efficient team under him.”
The Leaders Behind Trustner
Ram Shah
CEO & Founder
23 Years in Financial Services
“Founded Trustner with a simple belief — every Indian family deserves honest financial guidance, regardless of how much they invest. Whether it is Rs. 500 or Rs. 5 Crore, the trust a client places in us is the same, and so is our commitment.”
Sangeeta Shah
Co-Founder & COO
23 Years in Financial Services
“Oversees day-to-day operations and ensures every client receives personalized attention. Passionate about making financial planning accessible to families across India.”
Ajanta Saikia
Director & Principal Officer
23 Years in Financial Services
“Leads regulatory compliance and ensures all operations meet the highest standards set by SEBI and AMFI. Brings deep expertise in financial services governance.”
Abir Das
Addl. Director & CDO
23 Years in Financial Services
“Drives the digital transformation of Trustner — from AI-powered calculators to seamless onboarding. Building technology that makes investing simple for everyone.”
Bhola Singh
Leading GI Team
22 Years in Financial Services
“Leads the General Insurance vertical with over two decades of experience. Helps clients secure comprehensive protection for their families and assets.”
Subhasish Kar
Institutional Sales
30 Years in Financial Services
“I look forward to advancing the organization's vision, strategy, and sustainable growth. My focus will be supporting data-driven decision-making, boosting operational efficiency, and driving innovation in client-centric financial solutions. I'm eager to collaborate with the leadership team to expand Trustner's reach and enhance stakeholder value. With commitment, integrity, and strategic thinking, I'm ready to contribute meaningfully to our long-term goals.”
Rafiquddin Ahmed
Consultant — GI Team
38 Years in Financial Services
“The most experienced member of the Trustner family. His 38 years in insurance consulting bring unmatched depth to every policy recommendation.”
Tamanna Somani
Head HNI Division
21 Years in Financial Services
“Leads the High Net Worth Individual division, crafting bespoke wealth strategies for premium clients. Expert in portfolio diversification and tax-efficient investing.”
Raju Chakraborty
RM — North East
25 Years in Financial Services
“At Trustner, we're dedicated to building a high-performance culture that embodies excellence, integrity, and growth. As Regional Manager, I'm focused on driving business excellence and strategic growth across our region, while fostering a team that shares our commitment to delivering superior financial guidance. Our promise is simple: to empower individuals and families with clarity and confidence in their financial journey. We strive to create meaningful value, built on trust and efficiency, in every client interaction. Let's work together to achieve greatness.”
Partha Deb Barman
Regional Manager
25 Years in Financial Services
“Brings 25 years of experience in regional business development and client relationship management across Northeast India.”
Distributing schemes from 40+ AMCs