About Us — Genesis Trust Services
Est. Since 2003

Your Trusted
Financial
Companion

At Genesis Trust Services, we simplify financial decisions and guide individuals and families toward a more secure, confident future.

0 Years of Experience
0 Service Categories
0 Families Served
Genesis Trust Services Financial Solutions
AMFI ARN Registration
ARN-127770
Mutual Funds Insurance PMS AIF + More
Financial professionals at work
20+
Years Combined
Industry Experience

Companion in Growth

We are a team of experienced professionals combining deep industry knowledge with personalized strategies — helping our clients make informed decisions and reach their financial goals with clarity and confidence.

Our Services

Click on any service to learn more about what we offer.

Mutual Funds
Diversified equity, debt and hybrid fund options tailored to your risk profile and investment horizon.
Insurance
Life, health and general insurance solutions to protect what matters most to you and your family.
Loans
Home, personal and business loan facilitation with competitive rates and hassle-free processing.
Fixed Deposits
Secure, guaranteed returns through corporate and bank FDs with flexible tenure options.
SIF
Specialised Investment Funds offering curated strategies beyond standard mutual fund categories.
PMS
Portfolio Management Services for high-net-worth individuals seeking professionally managed, discretionary portfolios.
AIF — Alternative Investment Funds
Access to Category I, II and III AIFs — private equity, hedge funds and structured products for sophisticated investors.

The Genesis Difference

01
20+ Years of Industry Experience

Two decades of navigating markets, regulations, and client needs — giving you the benefit of deep, time-tested expertise.

02
Dedicated Experts Across Segments

Each service category is handled by specialists — not generalists — ensuring advice that is precise and relevant.

03
Client-First Approach

Your goals drive every recommendation. We take the time to understand your needs before suggesting any solution.

04
Long-Term Relationship Focus

We are not a transactional firm — we invest in multi-year partnerships that grow with you through every life stage.

How We Work With You

01
Understand Your Goals
We begin with a deep discovery session to understand your financial situation, risk tolerance, and long-term aspirations.
02
Craft a Tailored Plan
We design a customised financial plan selecting only products and strategies that align with your specific profile.
03
Ongoing Support & Review
Markets evolve and so do your goals. We conduct regular reviews and keep your portfolio optimally aligned at all times.

Vision & Mission

Vision
Trusted Partner in Every Financial Journey

To be the first name Indian families trust when navigating their financial decisions — delivering reliable, structured, and empathetic financial solutions that stand the test of time.

Mission
Simplify. Empower. Deliver.

To simplify complex financial products, provide seamless access to the right opportunities, and support every client through expert-driven guidance — making wealth creation accessible to all.

We don't just offer products — we bring the right expertise together

Supporting your financial journey with confidence, clarity, and care — every step of the way.

Start Your Journey
genesistrustservices@gmail.com
90073 96666

Contact

415, S.K.B Sarani,
Kolkata – 700030.

Mon – Sat: 8:00am to 6:00pm
Sun: Closed

Gallery

Companion in Growth

AMFI Registered Mutual Fund Distributor (ARN-No. 127770)

Before Investing:
Mutual Fund investments are subject to market risks, read all scheme related documents carefully

AMFI Registered Mutual Fund Distributor (ARN-No. 127770)