About

Welcome To Trusteee Wealth

We as Trusteee Wealth incorporated in the year 2009; and at present having 250 satisfied clients. We will help clients to achieve their Financial goals with effective and smart investment planning. We are certified Wealth Manager, Mutual Fund and Insurance consultants recognized by the NSE National Stock Exchange, AMFI (Association of Mutual Fund of India).

We offer comprehensive financial advisory services, having highly qualified and experienced team of financial advisors. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals.

Our core purpose is to provide fast track financial solutions & thereby make people enjoy a secured retirement life.
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Happy Clients
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Lacs AUM
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Years of Experience
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Awards

Why Us?

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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.
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Right Experience & Skills

We have over 20 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.
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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.

Our Team

Mr. KAUSIK MONDAL
Mr. KAUSIK MONDALCreative Director
Mr. Kausik was a Territory Sales Manager on Marketing Division in IDBI Bank. One of the oldest Employee on that Division. He was also an Employee of HDFC Bank before this. He has over 18 years of rich experience in the financial services industry. He was known for his deep understanding of the distribution practices and its challenges.

Contact Us

Trusteee Wealth

Registered Office:
10, D.N.Ganguly Lane.
Ramkrishna Pally,
Burdwan- 713101
West Bengal 

Work Place::
Sen Market, Badamtala More,
GT Road, (Opposite City Tower),
Burdwan – 713101, West Bengal