Services Offered

Personalized services, custom designed and tailor made to meet your requirements.

• Portfolio Management

  Portfolio Management is the art, science and math of wealth creation. We at T. Ram Financial Services manage these 3 key aspects of portfolio management.

  Read More...⇒

• Financial Planning

  Well begun is half done. A well drafted financial plan is the first step toward wealth creation and financial independence.

  Read More...⇒

• Mutual Fund Distribution

  An unbiased advisor can help the clients achieve superior returns from their Mutual Fund Investments. We are not just distributors of mutual funds but caretakers and doctors of your investments.

  Read More...⇒

• Equity Broking

  We offer a platform for our clients to execute trades in BSE & NSE through Paterson Securities Pvt. Ltd., one of India’s oldest and reputed Brokerage house.

  Read More...⇒

• Support Services

  Offerings of TRFSL are holistic. They are not just limited to wealth creation but also optimization, management and inheritance of the created wealth.

  Read More...⇒