Trustner - Portfolio Management Schemes Distributors
Member since Feb 18, 2018
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About Me
As a Certified Financial Planner (CFP) with 22 years of experience in the banking and financial services industry, I bring a wealth of knowledge and expertise to the table.
Our team is composed of highly qualified professionals who are dedicated to serving our clients with a client-first approach.
At the core of our practice, we hold Ethics@Heart and Growth in Mind, ensuring that our actions are always aligned with our clients’ best interests. We strive to maintain transparency and consistency in our interactions, fostering long-term relationships built on trust and mutual respect.
About Work Experience
Started career as Banker with Standard Chartered Bank. Worked with Reliance Life Insurance for 4 years as Branch Manager. And with Tata AIA Life as Regional Manager for OOC Channel.
Since March 2014 working as a full-time financial advisor.
Experience & Qualification
Qualification
CFP
Experience as an Advisor
22 Years
Total work Experience
22 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
General Insurance
Post Office Schemes
Certified Financial Planner (CFP)
Share Trading & Demat
Portfolio Management Schemes
Pan Service Providers
NPS (National Pension Scheme)
Housing Loans
Personal Loan
Financial Education Providers
Will Writing Services
Technical & Research Analysis
Affiliations
- Mutual Fund, Life Insurance, Health Insurance, Estate Planning etc
Awards & Recognition
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There are many awards and recognitions we have received.
Address
Trustner
Unit-2, 4th Floor, Sethi Trust Building,
Opp. Roodraksh Mall,
Guwahati Club,
Guwahati,
Assam, 781001
LICENSE
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Mutual Fund -
ARN No.
92121 - Validity -
15-09-2024
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