Case Study 2: Calming the Storm – Building Confidence During Market Volatility

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 and reassurance. 

Our Approach: 

• We instituted weekly calendarized reviews without missing a single session during the initial six months of COVID. 
• As confidence grew, the frequency was gradually reduced—from weekly to fortnightly, then monthly, and now quarterly. 

• We provided end-to-end support for the client’s parents, helping them prepare and organize legal documentation for a property sale in Bangalore, despite their being based elsewhere. 

• Our investment reporting is now process-driven and shared proactively for tax filing purposes, without the need for client follow-ups.

• Over time, the client consolidated investments from other wealth managers under the Entrust umbrella.

• In a city home to many wealth management companies in Bangalore, what built confidence here wasn’t scale—it was consistency, reliability, and presence when it mattered most.

Outcome:

The relationship has matured into one of deep trust. The client remains confident in our disciplined, transparent processes, and we remain agile in our service approach to ensure that trust endures.