Portfolio and Domicile Diversification

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Why is this service needed?

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.

Benefits in a nutshell

  • Acts like a comprehensive insurance policy against global vagaries.
  • Greater education and upskilling opportunities for the next generation.
  • Access to the best healthcare for all the generations.
  • Earlier exposures to the best market opportunities in every part of the world.
  • Tax Efficiency – when investments are strategically planned.
  • Deeper exploration of leisure and lifestyle opportunities offered by the planet, partly owing to the newfound ability to travel spontaneously, anywhere, anytime.

Overall, this offers the best chance to preserve the family’s legacy for as long as possible.

Our Offerings

Plan and implement diversification of portfolios, aligned with the approach described below

Create family-specific alternative domiciles


  • Study current and imminent needs of all members of the family and map them to apt domicile needs.
  • Invest in apt investment migration programs – aligned with the needs of the family.
  • Collaborate with expert partners in each target geography to:
    • Plan and implement investment strategies.
    • Fast-track domicile processes.

Through this service, the MFO offers redefines the term “upwardly mobile.”


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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......

Nandan Nilekani

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..."

N R K Raman

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....."

Arjun Reddy

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