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Trusted wealth management services designed to preserve and grow your family’s financial future.
India is witnessing a sharp rise in wealth creation. From family-run enterprises and technology entrepreneurs to global CXOs and second-generation inheritors, high-net-worth individuals (HNIs) and ultra-high-net-worth individuals (UHNWIs) are redefining financial leadership across the country.
But managing this scale of wealth brings new challenges:
This growing complexity has led families to seek the guidance of experienced wealth management companies in India—partners who offer more than investment advice.
Entrust Family Office is a boutique advisory firm focused on helping families make confident, long-term financial decisions. Our wealth management services are structured around three core pillars:
1. Financial Planning
We start by understanding your life, goals, and priorities. Whether you’re planning for retirement, funding a family office, or preparing to transition leadership, we build a comprehensive financial plan around your needs.
What we offer:
2. Investment Management
Our investment approach is long-term, disciplined, and tailored. We construct portfolios aligned to your risk appetite and liquidity needs, and monitor them with care.
Our process includes:
3. Risk Management
We take a 360-degree view of risks that may impact your family’s financial wellbeing—today and across generations.
Our risk services include:
Families with significant wealth face unique decisions. Investments must reflect both short-term opportunities and long-term values. Planning must account for life transitions, business cycles, and global exposure.
Working with a professional wealth management firm ensures:
Entrust Family Office provides this clarity—built on trust, transparency, and experience.
Independent Advisory
We are privately owned, fee-only, and free from product distribution. Every recommendation is made in your best interest.
Senior-Led Relationships
Your advisory relationship is led by a senior partner—not passed down to junior teams—ensuring expertise and context over time.
Selective Client Base
We work with a limited number of families, allowing us to maintain a high-touch, deeply personalized engagement model.
India-Focused, Globally Aware
Our team understands the intricacies of Indian financial regulations—while offering perspective across jurisdictions, including for NRIs.
Whether you’re seeking hni wealth management, wealth management for NRIs, or continuity planning for your family business, Entrust offers a calm, considered voice through every financial milestone.
Thought Leadership & Insights
At Entrust Family Office, we regularly publish expert-driven insights to support HNIs, NRIs, and business families navigating India’s evolving wealth landscape.
Explore perspectives on:
Alongside our blogs, we also host exclusive podcast conversations with wealth managers, economists, estate advisors, and business family leaders—sharing real-world strategies and timeless financial wisdom.
→ Visit our Insights Hub to stay informed on the trends shaping wealth management services in India.
If you're seeking more than product advice—if you're looking for a long-term partner who understands your family’s vision—Entrust is here to help.
→ Schedule a confidential consultation today
India is home to several reputed firms offering wealth management services to HNIs and business families. Entrust Family Office serves families seeking long-term clarity, helping them align financial planning, portfolio strategy, and legacy goals with personal values and life transitions.
Leading firms provide financial planning, investment management, and risk advisory. Some also support philanthropy, succession guidance, and global asset structuring. At Entrust, we focus on delivering these core services while offering additional support through our Family Office vertical when required.
Referrals from professionals, peers, and long-term clients are often the best source. Look for firms with transparent processes, independent advisory models, and a consistent track record of supporting families across generations.
If your financial picture includes multiple assets, cross-border elements, succession needs, or philanthropic ambitions, a wealth manager offers the strategic coordination a financial advisor may not. Wealth managers work across legal, tax, and investment areas—making them ideal for more complex financial journeys.
Entrust is known for its independence, personalized service, and long-term client relationships. We serve a select number of families, ensuring each engagement is led by senior advisors with deep experience in HNI wealth management.
Start by understanding the firm’s advisory philosophy. Choose a partner who offers fiduciary advice, has experience with families similar to yours, and provides continuity across generations. Whether you're evaluating the biggest wealth management firms in India or looking for a more hands-on approach, prioritize trust and fit over size alone.
Yes. While these are offered under our broader Family Office services—not core wealth management—we work closely with clients to structure wills, family trusts, and holding entities. We also facilitate family discussions to ensure alignment across generations.
Thresholds vary by firm. Entrust typically engages with families that have ₹5 crore or more in investible wealth, but our focus is on complexity and long-term vision, not just asset size.
Investment advisory is often transactional or product-led. Wealth management is strategic and relationship-driven—offering integrated planning, portfolio management, and risk mitigation.
Many families now prefer boutique wealth management firms in India because of their discretion, independence, and highly personalized approach. Unlike large institutions, boutique firms like Entrust operate with fewer conflicts of interest and build relationships based on trust—not sales targets.
Y Each client relationship is led by a senior advisor, supported by an in-house team of analysts and research specialists. Our leadership team brings decades of experience across financial services, investments, taxation, and family enterprise consulting.
Firms may charge either a flat retainer or a percentage of assets under management (AUM). At Entrust, we use a transparent fee model aligned to your service needs and complexity—never tied to product sales or commissions.
Your initial session will focus on understanding your financial landscape, goals, concerns, and family dynamics. The advisor will outline how they can add value, what services they offer, and whether the engagement is the right fit for both sides.
While many firms prioritize confidentiality, client referrals and industry recognitions can offer insight. At Entrust, most of our relationships come through referrals—built over time through trust, performance, and consistent delivery.
We begin with a discovery process to understand your family’s goals, assets, and concerns. Our team then creates a phased plan across planning, investment, and risk—revisiting it periodically to stay aligned with market changes and life events.
Wealth management services in India typically include financial planning, investment advisory, and risk management tailored to the needs of high-net-worth individuals (HNIs) and families. These services help clients make informed decisions across life stages—whether it’s managing liquidity, planning for retirement, or aligning wealth with long-term family goals. Entrust Family Office provides these core services through a personalized, independent advisory model.
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