Ram Shah | Trustner Asset Services Pvt. Ltd.

About

Ram Shah, a frontrunner in the Financial Entrepreneurship in North East, India has experience of over 22 years in portfolio and risk management. He is a Certified Financial Planner (Alumnus of IIM, Calcutta) by profession whose path-breaking initiatives in the finance sector have been driven by his innate desire to provide quality customer-centric financial solutions to one and all in the region.

Practice at a glance

22

Years of Experience

500

Families Served

₹300

Crores Managed

Practice Details

Min Monthly Investment: --

Min Lumpsum Investment: --

Nature of earnings:Commissions

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:

Language Spoken:

Qualification Completed

CFP – Certified Financial Planner

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

PFRDA Registered Retirement Adviser

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances

Plan Retirement

Save Taxes

Build Wealth

Can help you buy / invest in

Other Insurances

Health Insurance

Global Investing

Life Insurance

Mutual Funds

Complimentary Services

Get any of the free services to experience working with Ram Shah.

30 Minute Q&A — Ask Me Anything

Financial Goals Analysis

Financial Health Check-up

Organize Financial Info & Docs

Insurance Portfolio Review

Mutual Fund Portfolio Review

One Page Financial Blueprint

Stocks Portfolio Review

Retirement Readiness Check