One of the earliest SEBI registered Investment Advisory firms in India, we are a boutique Multi Family Office, dedicated to providing you with advice on both investment and non-investment needs. While our journey started as an Investment Advisory firm, over the last few years, we have added capabilities to be a holistic Multi-family Office. We made a humble beginning in 2013, with a few well respected families entrusting their wealth objectives to us. While our key functions are handled from Bangalore, we also have presence in Chennai, Mumbai and Delhi. We operate on a pure advisory model, completely aligned to you with zero conflict of interest. We exist to preserve, nurture, enhance and transition your wealth across generations. Being true to our name ’Entrust’, we make sure that our clients are assured of us as their trusted partner. Our philosophy of adopting a long term approach and simplicity results in addressing the inherent risks clients face on an ongoing basis. We believe in fostering enduring relationships with our clients with the end objective of easing their bandwidth and ushering in peace of mind through our transparent and unconditional approach.
We exist because our clients deserve an able partner to help protect and nurture their wealth.
Our clients made money quietly, transparently, diligently and exponentially. But wealth isn’t everything to them. It’s the means to pursue their true calling.
They do not believe in vast wealth.They believe in Wise Wealth.
We, at Entrust, are the custodians and growth merchants of such Wise Wealth. As our clients chase newer rainbows, we shall safeguard and help plan their multi-dimensional futures. They want the next generation to inherit not just the money, but also their values and the freedom that comes along with exceptional wealth. As ombudsmen of their wealth, we ensure that their financial legacy is passed forward to the chosen heirs in the most efficient manner possible.
Our clients have no interest in featuring in yesterday’s popularity contests. They are incubators of tomorrow’s best ideas. It is therefore fitting that we invest in patient yet highly innovative portfolios on their behalf. Like them, our processes shall be discreet, dignified and accessible.
Our clients always have money for worthwhile causes. Our Social Investment team and our own philanthropic outlook will help them expand their social footprint and create a truly lasting legacy.
Wise Wealth ennobles. Together, we and our clients shall continue to create and nurture Wise Wealth.
The Entrust team has been hand-picked for their strengths, expertise and experience. Our emphasis is on empathy, proactive approach and an inherent like-mindedness in our philosophy.
BOARD OF DIRECTORS
Principal Founder & Managing Director
Rajmohan Krishnan (a.k.a Raj) leads the team of Entrustians’ with his relationship-centric service mindset and uncompromising professionalism, which has established Entrust as a pioneer in the pure breed Family Office space. With his deep understanding of the financial services industry and over two decades of advisory experience across a wide spectrum like Real Estate, Business Succession, Estate Planning and Social enterprises Investments etc, Raj is one of the most renowned Family Office advisors in the country.
Until 2012, Raj led the team at Kotak Wealth Management across North and South India Regions as an Executive Vice President. He was one of the founding members of Kotak Private Banking business and part of the core team pioneering various business ideas. Resultantly, Raj has mentored some of today’s successful wealth managers in the country at various points in time. Clients and peers alike acknowledge his ability to weave in practical solutions and improvements. He is a postgraduate of the University of Madras and alumni of executive programs conducted by the Indian School of Business and IIM Ahmedabad.
Raj is an avid golfer and a devoted art enthusiast. He is a fan of Carnatic classical music and has founded the Nada Veda Mitram Charitable Trust, an initiative to support art, culture and elderly care. He also works to alleviate the needy, underprivileged and senior citizens. Raj believes that one must embody the spirit of giving in every sphere and circle of life. Family members, colleagues, clients, communities and the whole of society must benefit from an individual’s talents, persona and achievements.
Co-Founder & Director
Shashank Khade is the Equity specialist of Entrust with over 20 years of cumulative professional experience in listed and unlisted equity investment management. Till September 2013, Shashank was the Senior Vice-President and Head of Portfolio Management Services division of Kotak Mutual Fund. His stint with Kotak entities including Kotak Securities and Kotak Asset Management Company was over 11 years. He headed the Portfolio Management services business since 2006 and was managing over INR 2000 Cr across various portfolio management schemes. He was part of the team conceptualising some of the best performing PMS schemes like the Fortune Series while at Kotak. Prior to Kotak Securities, Shashank Khade worked with Infrastructure Leasing & Financial Services Limited’s private equity arm IL&FS Investment Managers Ltd (then IL&FS Venture Corporation) for 5 years. Shashank’s passion in equity as an asset class is known by his in-depth knowledge of Indian companies across sectors and market caps. Given his past experience, he is equipped to understand and evaluate both un-listed and listed equity opportunities. Shashank Khade has a Bachelors’ degree in Mechanical Engineering (B.E. Mechanical) from Sardar Patel College, Mumbai and a Masters in Management Studies (Finance) from Jamnalal Bajaj Institute of Management Studies (JBIMS).
Sreepriya N S
Director & Chief Operating Officer
As the Director and Chief Operating Officer in Entrust Family Office, Sreepriya brings over 22 years of banking experience in Retail, Corporate and Private banking. She has competency in Business Development, Customer Service, Compliance, Process Management & Re-engineering, developing Operations and Service standards for business excellence and customer delight. She comes with deep experience in running branch businesses, managing & leading cross functional teams, design and implementation of processes and integration activities of Merger & Acquisitions.
Her strong client relationship management skills has ensured success in handling HNI’s and NRI clientele across territories. She has advised many of India’s leading business families and HNWIs on issues related to intergenerational financial planning, managing family investments(both domestic & International), Succession & Estate planning, corporate and family governance as well as philanthropy.
Sreepriya holds a dual degree in Physics & Computers from St. Teresa college, Cochin and Executive MBA (Finance & Strategy) from IIM, Kozhikode. She has won several prestigious awards and titles, which is a showcase of her excellent leadership qualities, business acumen, customer focus and razor sharp eye for details.