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Personalized wealth strategies, estate planning, and multi-generational advisory for UHNWIs, HNIs, and NRI families.
As India’s financial capital, Mumbai is home to the country’s largest concentration of ultra-high-net-worth families, entrepreneurs, and global wealth creators. From Nariman Point to BKC, the city has become the hub for financial innovation, private equity, and next-generation family businesses.
But with prosperity comes complexity. UHNWIs in Mumbai face challenges ranging from succession planning and tax optimization to cross-border wealth structuring and real estate governance. This is where wealth management companies in Mumbai step in — offering clarity, continuity, and strategy.
Not all firms, however, deliver the independence or discretion required at this level. Families increasingly prefer boutique, conflict-free advisors who understand not just wealth, but legacy, values, and long-term family harmony.
Entrust Family Office stands among the most trusted partners for Mumbai’s UHNWIs and NRIs — combining independence, governance, and senior-led expertise.
The top wealth management companies in Mumbai share a set of defining characteristics that distinguish them from traditional financial advisors:
For UHNWIs, wealth management must go far beyond investment advice. The best firms in Mumbai provide structured strategies that integrate estate, business, and real estate with financial planning.
Investment Advisory & Asset Allocation
Family Office Services
Succession & Estate Planning
Business Advisory
Real Estate Portfolio Management
While these are the core pillars of wealth management, Entrust also offers independent family office services such as philanthropy and concierge support, allowing families to manage wealth and lifestyle seamlessly under one roof.
Entrust’s client-first approach makes it one of the most respected wealth management companies in Mumbai:
UHNWIs and business families should ask:
Entrust Family Office checks all of these boxes.
Entrust Family Office has been recognized for excellence among the best wealth management firms in India:
These awards reinforce Entrust’s reputation for credibility, independence, and client-first philosophy.
For UHNWIs and NRIs, Entrust Family Office is more than a wealth advisor — it is a trusted partner for clarity, independence, and long-term legacy. Recognized among the best wealth management firms in India, Entrust continues to guide India’s wealthiest families with discretion and trust.
Entrust Family Office ranks among the most trusted, alongside other reputed firms. Its independence, discretion, and senior-led model distinguish it in Mumbai’s competitive market.
They offer investment advisory, estate planning, succession structures, business advisory, and real estate portfolio management. Entrust integrates these into a unified framework.
Entrust Family Office, headquartered in Bangalore with a strong Mumbai presence, serves UHNWIs across both hubs — recognized among leading wealth management companies in Bangalore and Mumbai.
Engaging early — before succession, liquidity events, or cross-border structuring — ensures smoother transitions and continuity.
Because Entrust operates on a conflict-free model, led by seasoned advisors, with proven trust from India’s most successful families.
By creating wills, trusts, and family constitutions while ensuring compliance with Indian laws and sensitive family dynamics.
Both. HNIs need structured wealth frameworks; NRIs require global-local integration of Indian and overseas assets.
Its independence, trust of Forbes 100 families, and multi-disciplinary expertise make it one of the best wealth management firms in India.
Yes. Entrust goes beyond maintenance to provide audits, acquisitions, divestments, and governance — integrating property into broader wealth plans.
Look for firms with independence, succession expertise, and governance frameworks. Entrust provides all three, ensuring continuity across generations.
Nandan Nilekani has been a client of Entrust from its inception in the year 2013. Given the potential India presents itself in the financial services sector, he is very graciously mentoring the Entrust Group as it looks to scale up......
Co-Founder and Non- Executive Chairman of Infosys & Founding Chairman of the Unique Identification Authority of India.
First client of Entrust Family Office since 2013
"My relationship with Entrust goes back even before the company was launched. I knew Rajmohan, the other founders, and the team at Entrust when they set out on their journey of providing unbiased, customer centric, transparent..."
Advisor - Business and Technology Strategy; Angel Investor and formerly MD & CEO of Oracle Financial Services S/w (i-flex solutions).
Client of Entrust since 2013
"Reaching the age of 65 is a momentous occasion. Living in the US, this is the time when most people retire. It is a milestone, at which time people start to draw on their social security and are eligible for Medicare....."
US NRI and Client of Entrust since 2019
"The essence of wealth management is trust. The wealth manager ought to be a trustee for the client. The true test of a wealth manager’s brand equity is the degree to which the client is willing to repose near blind trust....."
Ex- Executive Director of ITC and client of Entrust since 2019
"My family and I met up with Rajmohan and Sreepriya a few years back just to understand their business model, I was looking for someone trust worthy to handle my affairs, but my experience with them proved that along with trust..."
Founding Partner - Accel Partners India
"Rajmohan was introduced to us by one of our friends to handle our personal investments. Over time, we understood Entrust has deep expertise in the area of real estate, which was of interest. Their tailored strategies for building..."
Pro chancellor, CMR University
CEO - CMR Group of Institutions
"Entrust Family Office's dedicated team efficiently addresses the complexities of financial management for UHNIs. Their seamless support in collating investment reports, bank statements and insurance renewals, along with their interface..."
Co-founder and CEO at Ekstep Foundation
"My family joins me in expressing our sincere gratitude for your support, encouragement, and efforts to register a trust in the name of our daughter.It has been an important and key milestone in our life. We are glad you have been part of this journey...."
Change Partner,Leadership Et'Humanite'(LEH) LLC