About Us
T. Ram Financial Services Pvt. 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 Pvt 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 Pvt. Ltd., caters to more than 300 clients across the globe. Most of our clients are well known in their respective domains. The firm manages ₹ 230 Cr under Discretionary Portfolio Management Services and manages ₹ 90 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 P 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