Founder & Principal Advisor
Anupam Saikia
Founder & Principal Advisor
28+ years in Finance · Based in Navi Mumbai
Anupam Saikia founded TruEdge Financial Services to address a gap he observed throughout his career: clients were consistently sold products rather than given structured financial guidance built around their actual goals and risk capacity.
With over 28 years spanning insurance distribution, bancassurance, and wealth management, Anupam brings an institutional rigour to individual financial planning. His approach follows a disciplined 6-step process — from financial diagnostic to ongoing monitoring — ensuring every client has a written plan, not a verbal assumption.
TruEdge is headquartered in Navi Mumbai and serves investors across Mumbai, Thane, and Pune. All services are delivered with full commission disclosure in line with SEBI and AMFI guidelines.
“I founded TruEdge because I saw a persistent gap — clients were being sold products rather than given genuine guidance. We exist to flip that equation.”
Core Expertise
- Mutual Fund Distribution & Portfolio Architecture
- Goal-Based Financial Planning
- Risk Profiling & Asset Allocation
- Life & General Insurance Planning
- Bancassurance & Wealth Management
- Client Education & Financial Literacy
Certifications & Registration
AMFI Registered Mutual Fund Distributor — ARN No. 344270
Ready to build your wealth blueprint?
A 30-minute clarity call with Anupam costs nothing. Start with a conversation.