AMFI Registered MFD & SIF DistributorAPMI Registered PMS DistributorARN-286886

The people behind Mera SIF

Trustner Group is a fintech-enabled financial services organization founded in 2014, headquartered in Guwahati, with offices across five cities. Mera SIF is the dedicated SIF research and education hub of Trustner Asset Services Pvt. Ltd. โ€” an AMFI Registered Mutual Fund Distributor and SIF Distributor.

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 Northeast, 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 โ€” whether they invest โ‚น500 or โ‚น5 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.

2014
Founded
10,000+
Clients Served
100+
Team Members
40+
AMC Partners
Regulatory architecture

Two entities, one Group.

Trustner operates two separately licensed entities, each focused on a distinct regulatory perimeter.

Insurance

Trustner Insurance Brokers Pvt. Ltd.

Registrations:

  • โœ“IRDAI Licence No. 1067
  • โœ“IRDAI Licensed Direct Insurance Broker
  • โœ“Categories: Life, Health, General Insurance
  • โœ“Pan-India operations
A note on Direct Plans and how we earn
As a SEBI-regulated AMFI Registered Distributor, Trustner deals exclusively in Regular Plans of mutual funds and SIFs. We do not promote, sell, or distribute Direct Plans. We are remunerated through trail commissions disclosed by the AMC โ€” never directly by the investor. This is a standard distribution model in India, fully disclosed in every transaction confirmation. Investors who prefer Direct Plans should use AMC websites or SEBI Registered Investment Advisers (RIAs).

Why SIF matters to us strategically

The Specialized Investment Fund category is purpose-built for the exact client Trustner is structured to serve โ€” the โ‚น10 lakh to โ‚น5 crore HNI looking for institutional-quality alternatives without the PMS overhead. Three reasons SIF became a strategic priority for our research desk:

1. The right wrapper for our core client

Our research and distribution architecture has always been focused on the emerging-affluent and HNI segments. Pre-SIF, this segment was structurally squeezed โ€” too rich for retail MFs, too poor for PMS at the โ‚น50L floor. SIF closes that gap precisely.

2. The tax math is undeniable

For top-bracket investors, the ~3.2% post-tax IRR delta vs an equivalent AIF Cat-III translates to โ‚น70โ€“80 lakh of preserved wealth per crore over a decade. No legitimate distributor can ignore that arithmetic when serving HNI clients.

3. Research credibility compounds

Wealth-management businesses that build research credibility in a category in its first 24 months own that conversation for the next decade. We've internalised the entire category โ€” every live strategy, every fund manager pedigree, every regulatory development. Our team carries that depth into every client conversation.

Leadership

The people behind Trustner.

A 100+ member professional team. Below are the senior leaders who set the firm's direction on research, distribution and client experience.

Ram Shah
Ram Shah
Founder & CEO
Founder of Trustner Group. Sets strategic direction across mutual fund distribution, SIF distribution, insurance broking, and the firm's fintech roadmap.
Sangeeta Shah
Sangeeta Shah
Co-Founder & Director
Co-founder; oversees client experience, governance, and operational excellence across Trustner's two regulated entities.
Abir Kumar Das
Abir Kumar Das
Senior Leadership
Senior member of the leadership team responsible for distribution growth and partnership development.
Ajanta Saikia
Ajanta Saikia
Senior Leadership
Senior leader on the Trustner team; focused on distributor enablement and client relationship excellence.
Bhola Singh
Bhola Singh
Senior Leadership
Senior leadership member contributing to Trustner's distribution and client services agenda.
Rafiquddin Ahmed
Rafiquddin Ahmed
Senior Leadership
Senior leader on Trustner's regional distribution and growth team.
Raju Chakraborty
Raju Chakraborty
Senior Leadership
Senior leadership member; supports Trustner's expansion across Northeast India and broader regional strategy.
Subhasish Kar
Subhasish Kar
Senior Leadership
Senior team member supporting research and distribution functions.
Tamanna Kejriwal
Tamanna Kejriwal
Senior Leadership
Senior leader contributing to client experience and operational excellence at Trustner.
Presence

Five offices, growing footprint.

Trustner originated in Guwahati, Assam. Today the Group operates five offices spanning the Northeast, South, and East of India.

Registered & Head Office
Guwahati
Assam ยท Sethi Trust Building, G S Road, Bhangagarh - 781005
Branch Office
Tezpur
Assam
Corporate Office
Bangalore
Karnataka
Regional Office
Kolkata
West Bengal
Branch Office
Hyderabad
Telangana
Our Mission

Democratising financial product access across India.

Every citizen deserves expert guidance regardless of investment size. Our mission is to simplify investing through education, technology, and unbiased guidance โ€” making wealth creation accessible to every Indian household.

Our Vision

India's most trusted fintech-enabled wealth platform.

To become the platform where every household can access the right financial products through unbiased advice and cutting-edge technology โ€” building a globally respected brand known for ethical standards and disciplined execution.

Get in touch

Speak with a Trustner SIF specialist today.

Whether you're evaluating SIF for the first time, comparing it against PMS / AIF, or planning a portfolio with SIF as a component โ€” our team is here to help.