How we help

Free your
bandwidth

Experience lasting
peace of mind

Find a confidante
for life

Preserving, nurturing and enhancing Wise Wealth.

Modes OF ENGAGEMENT

Who will benefit

Suitable for a portfolio between 10 and 50 Cr

What we offer

Comprehensive management of finances

Why Entrust

  • Zero conflict of interest
  • Complete trust and transparency
  • Tax optimisation

Services

  • Financial Planning
  • Investment Management
  • Risk Management
  • Exclusive Services

Who will benefit

A sharp necessity for those having a portfolio larger than INR 50 crores.

What we offer

Comprehensive management of resources and complete support to fulfil healthcare, social impact, and legacy-building needs.

Why Entrust

  • Zero conflict of interest
  • Complete trust and transparency
  • Strong focus on legacy
  • Smooth succession
  • Enhancement of philanthropic personality

Services

  • Investment Services
  • Business Advisory Services
  • Estate, Legacy, and Succession Planning
  • Family CFO
  • Real Estate Services
  • OCI & NRI Services
  • Social Investments
  • Lifestyle Management Services

Who will benefit

For clients with an asset base of INR 2,000 crores or above

What we offer

Everything that the Multi-Family Office model delivers, but with the help of a dedicated team.

Why Entrust

  • Zero conflict of interest
  • Complete trust and transparency
  • Strong focus on legacy
  • Smooth succession
  • Enhancement of philanthropic personality
  • Unimpeachable documentation
  • Quicker turnaround
  • Zero overhead costs
  • Easy launch
  • Optimal focus on legacy

Services

Cutomised to the need of the family

Independent Services

Financial matters are only increasing in complexity by the day. That’s why robust start-ups as well as UHNI families need expert help in matters of taxation, budgeting, accounting, cash flow, bill payment and documentation.

Learn more about Family CFO   Learn more about Corporate CFO  

A great number of wealthy families see diminishing wealth over 2 or 3 generations. Our Estate, Legacy and Succession Planning Services prevent such a debacle by ensuring a smooth, planned and ultra-customised transfer of wealth across generations.