About Us

T. Ram Financial Services Private Ltd. (TRFSL) was established in 2011 by Shri. T. Ramabhadran, a doyen of Indian Banking Industry.

Shri T. Ramabhadran headed Sundaram Finance Ltd., a prestigious NBFC in India and was also the head of International Banking, SBI. Shri. T. Ramabhadran started Shri Rama Investment Advisory and Support Service, in 1999, with an aim to offer personalized wealth management services. This firm offered a wide variety of wealth management services from Equity Broking to Mutual Fund Distribution. T. Ram Financial Services Private Ltd., was started in 2011 to expand the scope of Shri Rama’s offerings by moving up the value chain of wealth management through offering of services like Financial Planning, Tax Planning, Portfolio Management and Succession Planning.

T. Ram Financial Services Private Ltd., caters to more than 500 clients across the globe. Most of our clients are well known in their respective domains. The firm manages ₹ 260 Cr under Discretionary Portfolio Management Services and manages ₹ 204 Cr as AUM under Mutual Fund Distribution services. R Subash, an alumnus of CEG, IIM B is the Managing Director of T.Ram Financial Services Private Ltd. He is ably assisted by a dedicated team of analysts and dealers with combined experience of more than 125 years in investment management.

Some of Our Clientele

• Leading management consultant and a Padma Bhushan awardee
• Former secretary, Government of India
• Former chief secretary
• Partner, world’s most trusted consulting firm
• CEO of a leading NBFC
• Chief Risk Officer of a leading hedge fund
• Top IIT/IIM & Ivy League Alumni
• Leading Lawyers, Consultants and Academicians