Personal Wealth Management \ Services
Portfolios must align with individuals. They must offer:
We craft portfolios with all these factors in mind.
Our investment management team has conquered many tumultuous market cycles by focusing as much on risk as on returns. We also conduct a rigorous assessment of each new client so as to align their investment plans with their risk appetite.
An open architecture with a transparent and unbiased approach to asset allocation.
Robust research across various asset classes.
Breadth of products including mutual funds, bonds, segregated portfolios, and other alternate products.
Deep engagement with key market participants.
Planning and reviewing of investments on the basis of the overall framework designed for each client.
Our Risk Management vertical pivots around three ideas:
We understand that our clients experience several lifestyle-related needs that clog their bandwidth. Through our Exclusive Services vertical, we address these needs, be they mundane or sophisticated. Specifically, we offer the following:
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