About Us
Our Organization
Trustworthy Innovative Services Private Limited is a young Investment and Insurance advisory company.
We help clients to achieve their financial goals with practical, effective, and smart investment planning. We use our complete professional knowledge of tax laws, insurance, mutual fund, and other investments options in order to suggest investment options to our clients, as per their short-term and long-term goals. We offer comprehensive financial advisory services having qualified and experienced teams in the financial sector. Our motto is to provide fast-track financial solutions and thereby make people enjoy a financially secured life.
Why Choose Trustworthy Innovative Services?
Why should we be your financial advisors / product distributors? This is a very relevant question to ask us. And given here is our answer . . .
Client Centric Approach
All our offerings are designed keeping you in mind. Your long-term interests serve as the 'primary' influencing factor in our recommendations process.
Rich Product Basket
We offer a single point access to multiple financial products with a holistic need-driven approach & not product centric approach.
Focus on Customer Satisfaction
We come equipped with the right attitude, people, processes and technology to ensure higher levels of satisfaction and service quality. In transactions, we work systematically to find & ensure quick resolution of any queries or complaints.
Value Added Services
Our Services ensure comfort, convenience, confidence and control to you in managing your wealth. You would enjoy being always updated of your investments, any time, anywhere.
Right Experience & Skills
We have over 2 years of experience in financial advisory and products distribution space. Our experience, qualifications & skills enable us to understand you and your needs, and then offer you the right strategies & solutions to achieve your goals.
Driven by Passion
Serving clients is our passion and the reason why are are in the business. Nothing excites us more that helping our clients achieve their financial goals and dreams in life with our support.
Management
Our Directors
CA. Samta Agarwal
M.Com,FCA,DISA
She is post graduate in commerce and enrolled as member of the ICAI in the year 2009. She has rich experience in the fields of Direct Taxation and Financial Planning. She has also passed Insurance Advisory examination (IC-38) conducted by the Insurance Regulatory Development Authority of India and Mutual Fund Distribution (NISM-Series V-A) conducted by the National Institute of Securities Market.
CA. Dipak Kumar Agarwalla
B.Com,LL.B,FCA,DISA
He is graduate in commerce and law. He enrolled as a member of Institute of Chartered Accountants of India in the year 2006. He has expertise in the field of Wealth Management and Financial Planning, Direct and Indirect Taxation (Income Tax & GST), Loan syndication etc. He has also done certificate course on Wealth Management and Financial Planning conducted by the Institute of Chartered Accountants of India.
Testimonials
What People Say
Let’s have a look at what our clients have to say about us