Our Offerings
Plan and implement diversification of portfolios, aligned with the approach described below
Create family-specific alternative domiciles
Globalisation has blurred all boundaries. Ideas flow across borders as if they don’t exist. Meanwhile, phenomena like global climate change and the pandemic have demonstrated that all of us must shift from a national to a global identity. Today’s UHNWI has a greater opportunity and responsibility to become more fluidic in their thinking and actions. And they need passports and portfolios that mirror this fluidit.
That’s why a growing number of UHNWIs are now seeking Residence-by-Investment and Citizenship-by-Investment advisory services. They are realising that having a single alternative residence or citizenship is no longer sufficient. What they need are mechanisms to protect them from cascading volatility. They can attain this safe space by diversifying both their investments and their domiciles across the world.
By participating in various national investment migration programs – which are linked to residency options – UHNWIs not only get diversified domiciles for the entire family, they also get the added benefit of spreading investment risks across geographies. No matter which part of the world is experiencing social, political or economic upheaval, only a small part of their portfolios will report losses. This is the ultimate form of futureproofing that UHNWI families can enjoy.
Overall, this offers the best chance to preserve the family’s legacy for as long as possible.
Plan and implement diversification of portfolios, aligned with the approach described below
Create family-specific alternative domiciles
Through this service, the MFO offers redefines the term “upwardly mobile.”
Business Advisory Services learn more
Estate, Legacy and
Succession Planninglearn more
Family CFO learn more
Investment Services learn more
Real Estate Services learn more
OCI & NRI Services learn more
Social Investments learn more
Lifestyle Management
Services learn more
Do you need a Family Office?
Fill out this self-assessment questionnaire to determine if your lifestyle requires a custodian of wealth.
DiscoverNandan 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