Check for exciting career & business opportunities in financial services
Why People Feel Confused About Money of Aligning Money and Financial Goals
Too many insurance & investment products.
No one explains what is right or wrong.
Plans bought, but goals still unclear.
The problem is not money. The problem is lack of diagnosis.
The Importance of money management and Goal based financial Planning
Integrating Money Management with financial planning is essential for achieving long-term success and stability.
When these two aspects are aligned, individuals can make informed decisions, set achievable goals, and pave the way for a secure and fulfilling future.
Enhanced decision-making
Aligning Money and financial goals provides a clear framework for making strategic decisions regarding professional growth and financial stability.
Improved Satisfaction
It leads to a sense of fulfillment, as individuals can pursue careers that align with their passions while ensuring financial security.
Successful Life
Aligning goals reduces financial concerns, allowing individuals to focus on their career growth without compromising their financial well-being.
Secure Your Future: Life Insurance, Health Insurance, & Smart Investments in One Place!
Life Insurance Solutions
10 years of securing dreams. A lifetime of Fikar Free Futures.
Join 500+ customers who trust "Trust Financial Services" to protect their tomorrow, today.
Health Insurance Solutions
Please don't leave your health to chance. Get comprehensive health coverage with our trusted Health and Mediclaim Plans
Wealth Solutions
Wealth funds offer diversified investment options, professional management, and potential wealth growth. They provide flexibility, liquidity, and tax benefits, making investing easy for everyone. Start your journey towards financial success with a well-managed Wealth today!
Money Management + Goal-Based Planning = "Financial Planning."
अब करो, अपने Personal Finance को perfectly plan
Meet your Coach
Gurjeet Singh Dogra
Chief Distribution Manager
Trust Financial Services
We are dedicated to providing trustworthy, personalised, and effective life insurance solutions that secure the financial wellbeing of individuals and families . Our practice stands on the pillars of credibility, consistency, and long-term service excellence.
With a deep understanding of diverse financial needs, we guide clients with clarity and confidence—ensuring they are protected today and prepared for tomorrow. Our goal is to offer not just policies, but peace of mind and lifelong partnership.
Trust Financial Services
Trust Financial Services is a fast-growing organisation in the financial services domain, with over twenty years of experience in building meaningful careers and sustainable businesses in the life insurance and financial services space. The firm offers exciting opportunities for individuals to start, grow, and scale their professional journey through a structured, ethical, and growth-orientated ecosystem.
Backed by a strong team of 100+ advisors, financial planners, and associates, Trust Financial Services is committed to helping families and individuals achieve their life goals through robust, need-based financial planning solutions. With a clear focus on long-term value creation, the organisation blends professional guidance, teamwork, and purpose-driven advisory to create lasting financial well-being.
Our Vision
To emerge as a trusted and respected leader in the life insurance and financial services profession, known for ethical advisory practices, superior client-centric service, and a culture of consistent excellence aligned with global professional benchmarks.
Our Mission
To empower individuals and families with reliable life insurance and financial protection solutions. We aim to deliver personalized advisory, transparent guidance, and long-term value—ensuring every client feels confident, secure, and supported throughout life’s financial journey.
Our Achievements
Testimonials
Aman Khurana, Operations Manager, Bhopal
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"Gurjeet Singh Dogra completely transformed the way I look at money. His financial wellness approach helped me organize my income, savings, insurance, and investments into a clear plan. I now feel financially confident and stress-free about my future."
Rohit Malviya, Management Graduate, Bhopal
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"What makes Gurjeet Sir unique is that he combines financial planning with career mentoring. He guided me not only in managing money but also in exploring a career in financial services. His leadership and support have been truly inspiring."
संदीप शर्मा, भोपाल
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"गुरजीत सिंह डोगरा जी ने मेरे परिवार के लिए वित्तीय सुरक्षा और बीमा योजना बहुत ही सरल तरीके से समझाई। उनके मार्गदर्शन से मैंने सही निर्णय लिए और आज अपने भविष्य को लेकर पूरी तरह निश्चिंत हूं।"
पूजा वर्मा, भोपाल
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"गुरजीत सिंह डोगरा जी ने हमारे परिवार की आर्थिक योजना के साथ-साथ करियर से जुड़े नए अवसरों के बारे में भी मार्गदर्शन दिया। उनके सहयोग से हमारा आर्थिक भविष्य मजबूत हुआ है और हमें आगे की दिशा साफ दिखाई देती है।
