Our Team
Leadership
The People Behind Trustner
Our leadership team brings decades of combined experience across financial planning, investment advisory, insurance, and technology.
Ram Shah
CEO & Founder
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
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
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
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
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
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
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
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
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
Brings 25 years of experience in regional business development and client relationship management across Northeast India.
Get in Touch
Have a question about our services or want to discuss your financial goals? Our team is ready to help.
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We are always looking for passionate individuals who share our vision of honest financial advisory. Explore career opportunities.
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