How we help
\ Personal Investment ManagementRigorous. Reliable. Responsive.
Schedule a call Client LoginThrough our personal investment service, we provide comprehensive financial planning and investment support through an ongoing, long-term relationship to bring clients closer to their goals.
The aligned and customised services follow a focused and long-term approach towards wealth preservation in a safe and secure manner through steady portfolio monitoring.
01
Complete alignment
Each investment we make on your behalf is aligned with your investment personality. We don’t believe in cookie-cutter advice.
02
360 approach
Our research on risk and returns help us summarise impact of any transaction on capital preservation and liquidity.
03
Well-defined
methodology
We continuously review each client’s portfolio and accurately forecast the future arc of each asset class in any market cycle.
04
Certified expertise
We carefully choose employees who, thanks to their real-world experience in diverse market cycles, asset classes and geographies, are capable of carefully curating the best investment advice for you.
Over and beyond this comes pedigree. The team that is expert enough to serve the Multi-Family Office clients cater to the Personal Investment Management clients as well. We strongly believe that it is only a matter of time before a Personal Investment Management client becomes a Multi-Family Office client. We strive to deliver that level of success where the Multi-Family Office model becomes a happy necessity.
You should consider PIM with Entrust if you
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