How we help
\ Corporate CFO ServicesOur aim is to relieve the start-up founders & entrepreneurs of the company from the finance function and empower them to focus on growth.
Our team would act as a CFO to your organisation and provide financial intelligence, key performance indicators and actionable insights about your business to help you take informed decisions and navigate accounting complexities with ease.
We cater to a wide range of industries that include services, manufacturing, software, NGOs and trading companies.
Banking Solutions
NRE/NRO/Savings account coordination
Assistance with residency status conversion of Accounts
Remittance facilitation
Bank account setup (while overseas)
Cash flow planning in India
Demat & Stock Management
Demat and trading account updates
Stock holding records
Dematerialisation of physical shares
Real Estate Support
Organising Property documentation
Purchase/sale facilitation (charged separately)
Property maintenance coordination
Tenant and compliance management
Tax Filing Assistance
Bookkeeping and tax computation
Coordination of Tax filing and refund
Assistance in handling IT notices
International tax liaison (case-to-case)
Trust & Estate Planning
Will/Trust need evaluation
Will execution support in India
Investment Reporting
Investment statement tracking
Capital gains and transaction summaries
Portfolio review support
Investment management (up to USD 2 Mn)
Fund Accounting, Administration & Back-Office Services
Fund Set up and SEBI Approvals
LP-GP Relations
Fund Accounting and Admin
Management Reporting
Distribution waterfall
Compliances
Post Deal Engagement and Quick turnaround
A dedicated team to handle the client’s account. Also put a full stop after ‘Post Deal Engagement and Quick turnaround’.
Partner and focus on areas of financial governance, process improvement, MIS & analytics.
Regular reporting, followed up with regular calls/ meetings with the management.
Monthly retainer model. The fees are decided based on the scope of services selected.
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
"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
I have never looked at wealth purely from a financial lens. For me, wealth is not just about money. It is equally about my time and my attention. What I was looking for was a partner who could optimise all three without adding complexity to my life.
Global leader and CEO of an impact and platform
I was introduced to Entrust at a stage when my focus was completely on building my business, and I did not want to spend time managing investments or multiple financial relationships. Over the years, they have become trusted custodians of my wealth and advisors across all my investments.
Founder of an enterprise and platform