Investment Advisory
Investment Advisory
Is concentrating all your eggs in one basket the right approach for investment advisory?
Absolutely. This strategy involves thorough research, data analysis, and understanding your risk profile, financial goals, and objectives. Similar to sharing all health-related issues with your family physician, your Investment Advisor (IA) must comprehend every aspect of your financial and non-financial position to provide accurate advice. A holistic view of your assets is crucial for genuine advisory.
The IA assesses your risk profile, guides asset allocation based on investment objectives, and navigates the complex investment landscape. They can advise on investment amounts, emergency funds, and strategies to achieve goals. Operating under the fiduciary standard, an IA prioritizes clients’ interests and remains impartial to fund manufacturers, focusing solely on the investment strategy tailored to the investor’s needs.
For optimal results, investors should consolidate all wealth statements and asset portfolios at a single advisor level, emphasizing the importance of choosing a Trusted Advisor. A qualified IA possesses over 15 years of experience, CFA/CFP certification, and expertise in estate planning for generational wealth management. Estate planning involves the intricate balance of law and foresight to fulfil both short and long-term investor desires.
Entrust Family Office, with a decade of experience, prides itself with a top-notch investment advisory team following SEBI guidelines. Acting as custodians and confidants, our advisors hold a fiduciary responsibility for each regulated investment aligned with your unique investment personality.
Background: A successful entrepreneur brought Entrust on board after global private banks fell short of expectations in managing a complex overseas investment structure. Challenge: The client, a resident Indian, had established a foreign company for investments. Initially, we were engaged purely to manage the portfolio. However, it became evident early on that this was not […]
Background: This client inherited a significant corpus and approached Entrust for investment advisory services. We designed a risk-aligned, staggered portfolio rollout. Challenge: At the onset of COVID-19, the client experienced deep anxiety and considered liquidating his portfolio entirely in favor of fixed deposits. It was clear he needed more than investment advice—he needed consistent support […]
Background: The client, a prominent creative entrepreneur, approached Entrust with apprehension. At the time, 90% of her investment portfolio was managed by other wealth firms. Her engagement with us began with a healthy skepticism about our role and the value we could bring. Challenge: Our mandate spanned investments, bookkeeping, real estate, legal, and concierge services. […]
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