Our Mission is to assist our clients in identifying their financial goals
What We Do
Trustkey Finance Co. is a registered DSA Channel with Central Bank of India, Bihar, providing financial management services and financial advice to clients. The firm was founded “Trustkey Finance Co.” in 2021 by Mrs. Rekha Kumari, and is now wholly owned by her. The firm adopted the trade name Trustkey Finance Co. The firm currently has:
Approximately 26 Clients in Pipeline Individual, corporate, and non-profit clients Experienced professional staff including One CFA Charter holders and a Certified Financial Planner dedicated to serving clients’ interests
We do not provide financial products or receive commissions for our financial services, we prepare detail project report on behalf of Client needs and make them presentable to the concerned Bank for further processing. Disbursement/Sanction of Financial Loan are subject to Bank approval. This makes it possible for us to be an objective advocate as we select Financials Plans that are best suited to meet our clients’ needs.
Accessible to Clients
We meet with clients at their convenience in our offices or in their homes or places of business. Frequency of meetings depends on client needs and preferences.
To reduce up-front and on-going fees and expenses we: Charge competitive management fees Use discount brokers as custodians of client accounts to minimize security trading costs and account fees
Trustkey Finance Co. provides the following financial services and financial advice to individuals, corporations and non-profit organizations:
Investor Education – We educate our clients on financial issues that affect them with one-on-one explanations of investment options and alternatives. We also conduct seminars on personal finance and investments targeted for participants in employer sponsored plans, as well as for other investor groups.
We provide our clients other services related to smooth business running in respect of Udyam Registration, Project Finance, DPR Preparation and such other related services.