A client’s uniqueness is determined by their risk appetite, their short-, medium- and long-term financial needs, and other factors. Having attained UHNI status, these clients deserve the utmost customisation for their investment needs.
Due to the lack of knowledgeable facilitators, exceptionally wealthy families lose opportunities to make long-term private equity investments that have the potential to offer much higher returns than traditional markets.
01
Investment Advisory
Services
Name – Entrust Family Office Investment Advisors Private Limited.
Registration Type – Investment Advisers- Non Individual
Registration Number – INA200004201
Validity of Registration – 16-02-2016 – Perpetual
Address – 24, 4th Floor, Ist Cross, Magrath Road, Bengaluru 560025
Telephone – +91 080 4147 9777
Principal Officer :- Mr. Shashank Khade
Email – investorcommunications@entrust.co.in.
Telephone – +91 080 4147 9777
SEBI Local Office – Jeevan Mangal Building, Hayes Rd, off, Residency Rd, Shanthala Nagar, Ashok Nagar, Bengaluru 560025
Telephone – 91-080-22222262/ 22222264
Email – bangalore-lo@sebi.gov.in
Create a unique investment framework for each client family.
Have an open architecture – to analyse investment opportunities without any bias.
Offer transparent fee-based advisory – to enable client families to achieve their financial milestones.
Go beyond the traditional blue-sky methodology and bring a stronger emphasis on risk parameters.
Put together an experienced team that has witnessed multiple market churns and can therefore hold its nerve.
Encourage all stakeholders of the family to gain an understanding of the family’s finances.
SEBI related documents:
02
Portfolio Management
Services
Name – Entrust Family Office Investment Advisors Private Limited.
Registration Type – Portfolio Management Services
Registration Number – INP000006314
Validity of Registration – 11-12-2018 – Perpetual
Address – 24, 4th Floor, Ist Cross, Magrath Road, Bengaluru 560025
Telephone – +91 080 4147 9777
Principal Officer :- Mr. Shashank Khade
Email – investorcommunications@entrust.co.in.
Telephone – +91 080 4147 9777
SEBI Local Office – Jeevan Mangal Building, Hayes Rd, off, Residency Rd, Shanthala Nagar, Ashok Nagar, Bengaluru 560025
Telephone – 91-080-22222262/ 22222264
Email – bangalore-lo@sebi.gov.in
Carefully curate portfolio strategies to align with the client’s unique risk appetite and financial needs. This means offering a spectrum of investment approaches:
Beyond Horizons Equity approach.
Offer the service in two distinct flavours:
Put together an experienced team that has witnessed multiple market churns and can therefore hold its nerve.
Encourage all stakeholders of the family to gain an understanding of the family’s finances.
SEBI related documents:
03
Private Equity Services
Facilitate direct private equity transactions.
Get involved in all aspects of PE transactions by:
Business Advisory Services learn more
Estate, Legacy and
Succession Planninglearn more
Family CFO learn more
Real Estate Services learn more
OCI & NRI Services learn more
Social Investments learn more
Lifestyle Management
Services learn more
Portfolio and Domicile
Diversification learn more
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