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Tailored financial strategies to grow, protect, and transition your wealth.
Bangalore is no longer just India’s tech capital—it’s a city where legacy meets innovation. Entrepreneurs, senior professionals, and multigenerational business families are building significant wealth here. But with this prosperity comes increasing complexity.
Managing wealth today means navigating market cycles, regulatory frameworks, life transitions, and evolving family needs—all while staying aligned with long-term goals. That’s where experienced wealth management firms in Bangalore play a vital role.
At Entrust Family Office, we serve as trusted partners to high-net-worth individuals (HNIs) and families who seek more than returns. We help you design a financial life built on clarity, confidence, and continuity.
Wealth management is more than just portfolio performance—it’s about building a strategy that adapts to life, secures your future, and reflects your values. At Entrust, our Wealth Management Services in Bangalore focus on three essential pillars:
1. Financial Planning
Every plan is custom-built to support your goals—whether you're scaling a business, diversifying assets, or preparing for transitions.
2. Investment Management
Our investment philosophy prioritizes capital preservation, long-term alignment, and thoughtful growth—anchored in your risk profile and liquidity needs.
3. Risk Management
We help you prepare for the unexpected—so your wealth remains resilient across generations.
Managing wealth without structured guidance can lead to inefficiencies, missed opportunities, and increased vulnerability—especially in a market as dynamic as Bangalore.
By working with experienced wealth management companies in Bangalore, families gain access to:
Entrust Family Office offers all of this—while maintaining absolute discretion and a personal, relationship-first approach.
Entrust is not a transactional advisor—we are a long-term financial partner. Our focus is simple: help you make better decisions, protect your family’s future, and stay aligned with your evolving goals.
Our client base includes:
Whether you’re looking for hni wealth management support or a partner to guide you through financial milestones, Entrust brings the perspective and professionalism you need.
For families seeking guidance beyond returns—Entrust offers clarity, stewardship, and peace of mind.
Explore More From Entrust
Looking for services beyond investment management? Learn more about our full suite of family office offerings, including:
→ Family Offices in India
Begin Your Wealth Journey With Clarity
Wealth is more than accumulation—it’s the foundation for future decisions, family transitions, and meaningful impact. Let Entrust Family Office be your partner in building a financial life that reflects your vision.
→ Start your private consultation today
Several firms provide trusted wealth management services in Bangalore. Entrust Family Office is among those offering personalized planning, portfolio advisory, and risk management to HNI families.
Entrust provides strategic financial planning, portfolio management, and risk advisory—designed to align with your long-term goals. We are independent and do not sell third-party products.
Look for firms with proven experience, transparency, and personalized service. Entrust has been a long-standing advisor for HNI families seeking clarity and long-term alignment.
Evaluate independence, experience, and relationship style. The best firms act as long-term partners—not just investment advisors.
With growing tech wealth, family business expansions, and NRI returns, Bangalore now hosts a dynamic HNI population seeking expert wealth management.
A financial advisor may focus on specific products or investments. A wealth manager offers holistic, strategic financial planning across multiple domains.
These services are offered through our Family Office vertical, not under core wealth management. We coordinate with estate planners when needed.
Our independence, relationship-first model, and senior-led advisory team allow us to focus entirely on what matters to our clients—long-term financial wellbeing.
Each portfolio is handled by a senior advisor, supported by an in-house research team, with regular reporting and review.
We conduct quarterly or event-driven reviews to ensure your portfolio remains aligned with market trends and your life goals.
You should consider working with a wealth management firm when your financial landscape becomes complex—such as handling multiple assets, preparing for family transitions, planning for retirement, or managing cross-border holdings. A professional firm brings structure, clarity, and objectivity to help you make informed, long-term decisions.
Fees vary depending on the firm’s model—some charge a percentage of assets under management (AUM), others a flat retainer. At Entrust, we follow a transparent, value-aligned pricing model with no product commissions or hidden charges. The cost is based on service complexity, not just portfolio size.
We combine personalized investment strategies with disciplined financial planning and risk management. By regularly reviewing your goals, market exposure, and liquidity needs, we ensure your wealth strategy adapts to both market conditions and life transitions—helping you grow with confidence and safeguard your long-term priorities.
Look for independence, experience, and a personalized approach. The right firm will act as a strategic partner—not just an investment advisor—offering clarity across planning, portfolio oversight, and risk alignment. Transparency, trust, and relationship continuity are key to long-term success.
Most wealth management companies offer services like financial planning, investment advisory, and risk management. Some may also provide estate planning, tax coordination, or family office support. At Entrust, our wealth management offering is focused on three core areas: financial planning, investment management, and risk advisory.
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