Case Study 1 : From Apprehension to Enduring Trust – A Comprehensive Wealth Management Journey

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. However, winning the client’s trust was the first critical step. We had to demonstrate the depth of our personalized approach and the real value we could deliver across multiple fronts. 

Our Approach: 

• We began by identifying everyday opportunities to engage meaningfully—such as offering to review historic partnership agreements as a value add.

• Investment reviews were data-backed, highlighting how our recommended portfolios avoided lock-in-heavy products used by other managers.

• We streamlined her personal accounting systems and ensured timely tax compliance, eliminating unnecessary penalties.

• Concierge support included even seemingly small but important services—from helping with electricity bill transfers to obtaining a FASTag.

• During COVID, our team provided daily updates, reassured her about portfolio quality, and countered fear triggered by external advisors.

• We coordinated the creation of a new partnership firm, managing complex overseas remittance processes.

• Her real estate assets were regularized, made sale-ready, and several transactions were successfully executed.

• As her trust deepened, she began to see the value of working with a team that offered comprehensive and discreet support—hallmarks of best-in-class family office services in India.

• This also aligned well with her long-term need for continuity, making our approach a natural fit for clients seeking family office services.
• Beyond the numbers, it was about life alignment, something true family wealth management is built on.
  

Outcome:

Over time, the client consolidated all aspects of her financial and personal matters with Entrust—including those of her family members. She now sees Entrust as an integral part of her life and reaches out for everything from high-value financial decisions to everyday tasks.