Entrust Family Office Investment Advisors Pvt Ltd.

Overview

Entrust Family Office Investment Advisors Private Limited provides investment advisory and family-office services for high-net-worth and ultra-high-net-worth families, including non-resident Indians managing assets across jurisdictions. The firm reports advising more than 80 high-net-worth and ultra-high-net-worth families and overseeing more than ₹18,000 crore in assets.¹²⁷

History

The company was incorporated on 26 February 2013 and began operating that year with a small group of high-net-worth families. Entrust is registered with the Securities and Exchange Board of India as an investment adviser under registration number INA200004201, valid from 16 February 2016. It also holds SEBI portfolio-manager registration INP000006314, dated 11 December 2018.³⁴

Timeline

1. 2013The company was incorporated on 26 February 2013 and began operating that year with a small group of high-net-worth families.
2. 2016Entrust is registered with the Securities and Exchange Board of India as an investment adviser under registration number INA200004201, valid from 16 February 2016.
3. 2018It also holds SEBI portfolio-manager registration INP000006314, dated 11 December 2018.

Leadership

Rajmohan Krishnan is Principal Founder and Managing Director, while Sreepriya NS is Co-Founder and Chief Executive Officer. The current team also includes Alok Agarwala, Chief Investment Officer; Dheepa Raagavan, Chief Financial and Operating Officer; Bhaskar Chaudhry, Director of Investment and Corporate Advisory; and Nelson Chakramakal, Associate Director and Head of Investment Advisory.⁵

Services

Entrust’s investment advisory capabilities cover fixed income, equities, mutual funds, private equity and other financial asset classes. Its current engagement models include single-family office services, built-operate-transfer services for single-family offices, alternative investment funds for single-family offices, multi-family office services and personal investment management.⁴⁶

The firm also lists estate, legacy and succession planning; startup portfolio management; legacy real-estate creation; family and corporate CFO services; NRI services; strategic philanthropy; and lifestyle concierge support.⁶

What the firm offers

• Investment management
• Estate planning
• Philanthropy
• Administration and bill pay
• Private and alternative investments

Client Focus

Entrust states that it serves ultra-high-net-worth individuals, entrepreneurial families, business families and non-resident Indians managing assets across jurisdictions. Its current website lists operations in Bangalore and Mumbai, with additional locations in Pune, Chennai, Coimbatore and Hyderabad.⁵⁷

Approach

Entrust describes its investment philosophy as long term and simple, with advice designed around each client’s financial situation, objectives, time horizon and risk tolerance. The firm says its purpose is to preserve, nurture, enhance and transition clients’ wealth across generations.⁴

Assets and Minimums

The firm reports overseeing more than ₹18,000 crore in assets and advising more than 80 high-net-worth and ultra-high-net-worth families.²

FAQs

Related resources

• LocationMultifamily offices in Bangalore

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• Network siteCorporateVentureCapital.com

  CorporateVentureCapital.com offers a directory of corporate venture capital firms, which can broaden research into private market and strategic investment options. A business owner considering Entrust's advisory services may use it to understand how corporate investment programs differ from family office portfolio management.

• Network siteFamilyOffices.com

  FamilyOffices.com provides resources and community information for single family offices, wealthy families, and their advisers. Readers can use it to learn about governance, succession, estate planning, philanthropy, and administration before discussing priorities with a multi-family office serving high-net-worth families.

• GuideThe annual MFO review

  The annual MFO review provides a recurring reference point for understanding how multi-family offices structure services, operations, and client support. Reviewing it may help a Bangalore-based family prepare questions about investment oversight, reporting, bill pay, estate planning, and private investment access.

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  Profiles of Client Associates, Alpha Capital, and Blue Ocean Multi Client Family Office LLP offer comparison points within this site. Looking across their stated services, locations, and client types can help a family or business owner clarify which advisory, investment, estate, philanthropy, or administration needs matter most.

Sources

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.