Comprehensive
Safe & Secure
Long-term approach
Through our personal investment service, we provide comprehensive financial planning and investment support through an ongoing, long-term relationship to bring clients closer to their goals.
The aligned and customised services follow a focused and long-term approach towards wealth preservation in a safe and secure manner through steady portfolio monitoring.
Over and beyond this comes pedigree. The team that is expert enough to serve the Multi-Family Office clients cater to the Personal Investment Management clients as well. We strongly believe that it is only a matter of time before a Personal Investment Management client becomes a Multi-Family Office client. We strive to deliver that level of success where the Multi-Family Office model becomes a happy necessity.
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Is this
engagement
model for me?
You should consider PIM with Entrust if you
- Have a portfolio of INR 20-50 crores.
- Are looking for zero conflict of interest and complete transparency
- Tax optimisation
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 in him.
K.Vaidyanath
Ex- Executive Director of ITC and client of Entrust since 2019