Trustner Group
Company Profile
AMFI registered mutual fund distributor and IRDAI licensed insurance broker. One platform for investments and insurance — serving 10,000+ clients across India.
Who We Are
Trustner Group is a fintech-enabled financial services organization committed to delivering structured, transparent, and compliance-driven financial solutions across India.
Founded in 2014 and headquartered in Guwahati, Assam, Trustner was built with a long-term vision to become a nationally respected and globally relevant financial services brand rooted in ethics and disciplined distribution practices. From its origin in the North East, the Group has steadily expanded its footprint and today operates with a 100+ member professional team across 5 cities.
We believe every citizen deserves expert financial guidance — whether they invest Rs.500 or Rs.5 Crore per month. Through our dual-entity structure covering both mutual funds and insurance, we provide a one-stop platform for clients to protect and grow their wealth with unbiased guidance and technology-driven execution.
Our Mission
Democratizing financial product access across India. We believe every citizen deserves expert guidance regardless of their investment size. Our mission is to simplify investing through education, technology, and unbiased guidance — making wealth creation accessible to every Indian household.
Our Vision
To become India's most trusted fintech platform where every household can access the right financial products through unbiased advice and cutting-edge technology. We aspire to build a globally respected financial services brand known for ethical standards, disciplined execution, and enduring client trust.
A Message of Purpose
“I 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.”
At Trustner, we don't just manage investments — we align them with your life's goals. A child's education, a comfortable retirement, a dream home — these are not just financial targets, they are your aspirations. Our role is to bridge the gap between where you are today and where you want to be, with discipline, transparency, and a Client First approach.
We believe in democratising investment access. Technology should simplify, education should empower, and advice should always put your interest first. That is why we built Mera SIP Online — to make financial planning tools, research, and calculators freely available to every investor.
Our promise is not to be the largest — but to be the most trusted name in financial services. Growth follows trust, and trust is built one honest conversation at a time.
The Leaders Behind Trustner
A team of experienced professionals with decades of combined expertise in financial services, institutional sales, insurance, and technology — driving Trustner's mission across India.
Ram Shah
CEO & Founder
23 Years Experience
Sangeeta Shah
Co-Founder & COO
23 Years Experience
Ajanta Saikia
Director & Principal Officer
23 Years Experience
Abir Das
Addl. Director & CDO
23 Years Experience
Bhola Singh
Leading GI Team
22 Years Experience
Subhasish Kar
Institutional Sales
30 Years Experience
Rafiquddin Ahmed
Consultant — GI Team
38 Years Experience
Tamanna Somani
Head HNI Division
21 Years Experience
Raju Chakraborty
Regional Manager
25 Years Experience
Partha Deb Barman
Regional Manager
25 Years Experience
Ram Shah
CEO & Founder
23 Years Experience
Sangeeta Shah
Co-Founder & COO
23 Years Experience
Ajanta Saikia
Director & Principal Officer
23 Years Experience
Abir Das
Addl. Director & CDO
23 Years Experience
Bhola Singh
Leading GI Team
22 Years Experience
Subhasish Kar
Institutional Sales
30 Years Experience
Rafiquddin Ahmed
Consultant — GI Team
38 Years Experience
Tamanna Somani
Head HNI Division
21 Years Experience
Raju Chakraborty
Regional Manager
25 Years Experience
Partha Deb Barman
Regional Manager
25 Years Experience
Ram Shah
CEO & Founder
23 Years Experience
Sangeeta Shah
Co-Founder & COO
23 Years Experience
Ajanta Saikia
Director & Principal Officer
23 Years Experience
Abir Das
Addl. Director & CDO
23 Years Experience
Bhola Singh
Leading GI Team
22 Years Experience
Subhasish Kar
Institutional Sales
30 Years Experience
Rafiquddin Ahmed
Consultant — GI Team
38 Years Experience
Tamanna Somani
Head HNI Division
21 Years Experience
Raju Chakraborty
Regional Manager
25 Years Experience
Partha Deb Barman
Regional Manager
25 Years Experience
Ram Shah
CEO & Founder
23 Years Experience
Sangeeta Shah
Co-Founder & COO
23 Years Experience
Ajanta Saikia
Director & Principal Officer
23 Years Experience
Abir Das
Addl. Director & CDO
23 Years Experience
Bhola Singh
Leading GI Team
22 Years Experience
Subhasish Kar
Institutional Sales
30 Years Experience
Rafiquddin Ahmed
Consultant — GI Team
38 Years Experience
Tamanna Somani
Head HNI Division
21 Years Experience
Raju Chakraborty
Regional Manager
25 Years Experience
Partha Deb Barman
Regional Manager
25 Years Experience
Ram Shah
CEO & Founder
23 Years Experience
Sangeeta Shah
Co-Founder & COO
23 Years Experience
Ajanta Saikia
Director & Principal Officer
23 Years Experience
Abir Das
Addl. Director & CDO
23 Years Experience
Bhola Singh
Leading GI Team
22 Years Experience
Subhasish Kar
Institutional Sales
30 Years Experience
Rafiquddin Ahmed
Consultant — GI Team
38 Years Experience
Tamanna Somani
Head HNI Division
21 Years Experience
Raju Chakraborty
Regional Manager
25 Years Experience
Partha Deb Barman
Regional Manager
25 Years Experience
Ram Shah
CEO & Founder
23 Years Experience
Sangeeta Shah
Co-Founder & COO
23 Years Experience
Ajanta Saikia
Director & Principal Officer
23 Years Experience
Abir Das
Addl. Director & CDO
23 Years Experience
Bhola Singh
Leading GI Team
22 Years Experience
Subhasish Kar
Institutional Sales
30 Years Experience
Rafiquddin Ahmed
Consultant — GI Team
38 Years Experience
Tamanna Somani
Head HNI Division
21 Years Experience
Raju Chakraborty
Regional Manager
25 Years Experience
Partha Deb Barman
Regional Manager
25 Years Experience
Ram Shah
CEO & Founder
23 Years Experience
Sangeeta Shah
Co-Founder & COO
23 Years Experience
Ajanta Saikia
Director & Principal Officer
23 Years Experience
Abir Das
Addl. Director & CDO
23 Years Experience
Bhola Singh
Leading GI Team
22 Years Experience
Subhasish Kar
Institutional Sales
30 Years Experience
Rafiquddin Ahmed
Consultant — GI Team
38 Years Experience
Tamanna Somani
Head HNI Division
21 Years Experience
Raju Chakraborty
Regional Manager
25 Years Experience
Partha Deb Barman
Regional Manager
25 Years Experience
Ram Shah
CEO & Founder
23 Years Experience
Sangeeta Shah
Co-Founder & COO
23 Years Experience
Ajanta Saikia
Director & Principal Officer
23 Years Experience
Abir Das
Addl. Director & CDO
23 Years Experience
Bhola Singh
Leading GI Team
22 Years Experience
Subhasish Kar
Institutional Sales
30 Years Experience
Rafiquddin Ahmed
Consultant — GI Team
38 Years Experience
Tamanna Somani
Head HNI Division
21 Years Experience
Raju Chakraborty
Regional Manager
25 Years Experience
Partha Deb Barman
Regional Manager
25 Years Experience
Ram Shah
CEO & Founder
23 Years Experience
Sangeeta Shah
Co-Founder & COO
23 Years Experience
Ajanta Saikia
Director & Principal Officer
23 Years Experience
Abir Das
Addl. Director & CDO
23 Years Experience
Bhola Singh
Leading GI Team
22 Years Experience
Subhasish Kar
Institutional Sales
30 Years Experience
Rafiquddin Ahmed
Consultant — GI Team
38 Years Experience
Tamanna Somani
Head HNI Division
21 Years Experience
Raju Chakraborty
Regional Manager
25 Years Experience
Partha Deb Barman
Regional Manager
25 Years Experience
Growing Across India
From our roots in Northeast India, we are steadily expanding into strategic cities across the country.
Coming soon: Ranchi & Mumbai. Ongoing expansion into additional strategic cities across India.
Two Principal Entities
Trustner Group operates through two regulated entities to serve the complete financial needs of clients across India.
TAS
Mutual Fund Distribution
Trustner Asset Services Pvt. Ltd.
An AMFI-registered Mutual Fund Distributor engaged in mutual fund distribution and need-based financial planning facilitation.
TIB
Insurance Broking
Trustner Insurance Brokers Pvt. Ltd.
An IRDAI-licensed Direct Insurance Broker providing life, health, and general insurance solutions across insurers.
Built on a Powerful Foundation
In an era where financial markets are complex and trust deficit is a growing concern, Trustner was built on a simple yet powerful foundation: integrity, suitability, and long-term relationship orientation. We believe that scale must never compromise ethics.
Integrity
We operate with complete transparency. No hidden charges, no misleading projections, no pressure tactics. We earn trust through honest conversations and by always putting our clients' interests ahead of our own.
Suitability
Every recommendation is aligned with the client's risk profile, financial goals, and time horizon. We facilitate risk-appropriate products with structured distribution processes and documentation discipline.
Long-term Relationships
We do not chase short-term trends. Our focus is on building enduring client relationships through disciplined execution, transparent communication, and sustained performance discipline over the years.
How We Operate
Our operating model is built around five core pillars that ensure every client interaction meets the highest standards of professionalism.
Structured Processes
Documented processes for every client engagement
Risk-Appropriate
Products matched to client risk profile
Compliance First
Regulatory compliance and documentation discipline
Transparent
Clear, honest communication at every step
Tech-Enabled
Digital execution and real-time reporting
Process-Driven & Technology-Enabled
Trustner integrates digital platforms, secure transaction systems, and real-time reporting tools to ensure efficient execution and seamless client experience.
Digital Onboarding
Seamless client onboarding with digital KYC, e-signatures, and paperless documentation for faster account setup.
Secure Transaction Processing
All transactions processed through BSE StAR MF and other authorized platforms with bank-grade security protocols.
Portfolio Monitoring & Reporting
Real-time portfolio tracking, performance reports, and consolidated investment views for complete transparency.
Structured Process Documentation
Every recommendation documented with risk assessment, suitability analysis, and client consent for full audit trail.
While our roots are regional, our operational standards are national in outlook and global in aspiration.
Globally Respected. Ethically Grounded.
Trustner's long-term vision is to evolve into a globally respected financial services brand known for ethical standards, disciplined execution, and enduring client trust.
Our name reflects our philosophy — relationships built on trust, reinforced by process, and sustained by performance discipline.
Comprehensive Financial Services
From mutual fund distribution to insurance broking, we provide structured solutions for clients to protect and grow their wealth.
Mutual Fund Distribution
As an AMFI registered distributor (ARN-286886), we help clients invest across all major AMCs in India. We assist with new folios, SIP setup, redemptions, switches, and ongoing portfolio management.
Insurance Broking
Through our IRDAI-licensed insurance broking entity, we provide need-based life, health, and general insurance solutions across multiple insurers for comprehensive risk protection.
SIP Education Platform
Mera SIP Online (trustner.ai) is our flagship digital initiative offering structured learning modules, research-grade articles, and interactive content for investors.
Goal-Based Financial Planning
Whether retirement, children's education, home purchase, or emergency fund, we help clients calculate exact needs and create personalized investment roadmaps.
Numbers That Reflect Our Commitment
Operating with Full Regulatory Compliance
We adhere to all regulatory standards set by SEBI, AMFI, and IRDAI.
AMFI Registration
Company Details
Important Regulatory Links
KYC Compliance: KYC is one-time exercise while dealing in securities markets — once KYC is done through a SEBI registered intermediary (broker, DP, mutual fund), you need not undergo the same process again when you approach another intermediary.
We Would Love to Hear From You
Whether you have questions about SIPs, insurance, or simply want to learn more about how we can help you — reach out to us.
Registered Office
Trustner Asset Services Pvt. Ltd.
Sethi Trust Building, Unit 2, 4th Floor
G S Road, Bhangagarh
Guwahati - 781005, Assam, India
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Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. Past performance does not guarantee future returns.