Ram Shah CFP
Founder, Trustner Asset Services — AMFI-registered Mutual Fund Distributor, ARN-286886
About Ram Shah
Ram Shah is the Founder & CEO of Trustner Asset Services Pvt. Ltd., an AMFI-registered Mutual Fund Distributor (ARN-286886). He founded Trustner in 2014 in Guwahati, Assam, growing it into a 100+ member professional team operating across five cities.
He is an FPSB-certified CFP professional with over two decades of experience in wealth management, specialising in SIP strategies, retirement planning, and goal-based investing for Indian families.
He built Mera SIP Online to make financial planning tools, research, and calculators freely available to every investor — reflecting Trustner's belief that every household deserves clear financial guidance, whether they invest Rs. 500 or Rs. 5 Crore a month.
Topics Covered on Mera SIP Online
SIP Strategy
Systematic Investment Plan strategies and investing discipline for long-term wealth creation.
Market Analysis
Weekly Market Pulse commentary on Nifty, Sensex, and how market moves affect SIP investors.
Beginner Guides
Plain-language explainers for first-time mutual fund and SIP investors.
Tax Planning
Tax-efficient investing — ELSS, capital gains, and Section 80C planning for Indian investors.
Fund Analysis
Category and fund-level analysis to help investors understand what they hold and why.
Portfolio Reviews
Goal-based portfolio review frameworks used in Trustner's client Portfolio Diagnostic process.
AMFI Registered Mutual Fund Distributor and SIF Distributor; APMI Registered PMS Distributor | ARN-286886
Content on this page and across Mera SIP Online reflects mutual fund distribution services and educational information — it does not constitute investment advice as defined under the SEBI (Investment Advisers) Regulations, 2013.