- Investment Advisory Services
- Portfolio Management Services
- Private Equity Services
Investment Advisory Services
An open architecture allows us to analyse investment opportunities without any bias. With a transparent fee based advisory, our only objective is to enable the client families to achieve their short and long term financial milestones. The traditional way of viewing investments is only to look at the blue sky scenarios, whereas at Entrust Family Office, we give equal, if not higher importance to keeping risk as an important parameter.
A widely experienced team which has witnessed multiple market cycles ensures that client portfolios and requirements are well understood. Investment plans are made and reviewed on the basis of the overall framework set out for each client family. An inclusive engagement with each client family ensures all stake holders are encouraged to gain an understanding of the family finances.
Portfolio Management Services
Portfolio Management Services(PMS) are carefully curated portfolio strategies which are unique and customised. At Entrust Family Office, we offer Discretionary and Non-Discretionary PMS. Various investment approaches are suggested to the clients based on risk appetite and asset allocation of the clients.
In a Discretionary portfolio management service, Fund Manager will individually and independently manage the funds of each client, in accordance with the needs and risk profile of the client.
Under the non-discretionary portfolio management service, the portfolio manager manages the funds in accordance with the direction of the client.
We are SEBI registered PMS provider, vide registration number INP000006314 valid until suspended or cancelled by the Board.
Private Equity Services
Traditionally, private equity investments made by exceptionally wealthy families have been through long term close ended Fund route. While Investors would prefer to evaluate investments on a case to case basis and make their choice of private investments, due to lack of a facilitator to consummate PE transactions most investors have not followed that path.
We, at Entrust Family Office, have provided facilitation services in enabling private equity transactions directly for our Investors.We get involved in all aspects of a PE transaction starting from providing an
un-biased, in-principle view and indicative valuation insights to the investor of a potential investee company.
We are also involved in business due-diligence, deal structuring, enabling financial and legal due-diligence and completing the legal documentation on behalf of the Investor. Post investment, we aid in monitoring of investments. As an enabler of private equity transactions, Entrust Family Office has built capabilities to assist investors to go direct in investing in private companies.
- Business Advisory Services
- Family CFO
- Customised Value Added Services
Business Advisory Services
Our proposition is targeted at providing specific solutions to business related needs that arise from time to time by providing various options and alternatives. The gamut includes assisting clients in fund raising, transaction advisory, valuation support, vetting of financial agreements, regulatory compliance, restructuring of holding patterns.
Apart from internal resources, our knowledge partner connect ensures that specific and critical requirements are handled by some of the best domain experts in the industry.
Management of documents and mails for meeting the tax payment deadlines is especially complicated in the case of exceptionally wealthy families and moreover an energy sapping activity.
Although the tax calculations and filing is done by the Audit firms, in most cases, it is not tracked and maintained systematically, hence is a task in itself. Our qualified team of chartered accountants and investment advisors, with a comprehensive understanding of your needs, work in
collaboration with your auditors/ CA’s team to ensure you get the right and timely information and meet all your tax obligations without any hassle.
We take care of your day to day accounting, organise your important documents, manage your cash flows, banking needs and bill payments. In short, we maintain your P&L and individual balance sheet for you.
Customised Value Added Services
Being a boutique family office, we understand that apart from your concerns on wealth protection and growth, there are several lifestyle related aspects that require equal attention. It is our constant endeavour to free up your space by taking care of all your irritants, so that you can pursue your passion or what is close to your heart.
Through our customised solutions we step in as and when there is a need expressed ranging from getting mundane activities done to handling sophisticated requirements.