Entrust Family Office
- Company typePrivate
- Founded2013
- HeadquartersBangalore, India
- Headcount11–50
- GTM typeB2C
- OfferingServices
Entrust Family Office firmographics
Firmographics- Name
- Entrust Family Office
- Legal name
- Entrust Family Office Investment Advisors Private Limited
- Website
- https://entrustfamilyoffice.com
- Company type
- Private
- Founded year
- 2013
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Where Entrust Family Office is headquartered
LocationHeadquarters
- HQ city
- Bangalore
- HQ country
- India
- HQ region
- Asia
Offices6 records
Markets served
Entrust Family Office business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Fee-Based Wealth Advisory: Entrust operates on a conflict-free, transparent fee-based model where revenue is generated through advisory fees rather than commissions or product sales. This approach ensures unbiased advice aligned with client interests. Monthly retainer model is used for CFO services, with fees decided based on scope of services selected.
- CFO Consulting Services: Corporate and Family CFO services provided on a retainer basis, offering financial planning, cash-flow management, compliance oversight, and strategic decision support for startups, UHNI families, and established businesses.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Personal Investment Management (PIM) for portfolios between INR 20-50 crores |
| Subscription | Annual | Multi-Family Office (MFO) for portfolios above INR 50 crores |
| Subscription | Annual | Single Family Office (SFO) for asset base of INR 2000 crores or above |
| Subscription | Monthly | CFO Consulting Services - Monthly retainer model |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels6 records
Entrust Family Office product offering
Product offeringCore offering
Entrust Family Office is a boutique multi-family office that provides fee-based wealth advisory, investment management, estate/succession planning, family and corporate CFO services, NRI and OCI advisory, philanthropy consulting, and lifestyle concierge services to India's ultra-high-net-worth families. Engagements are tiered by portfolio size (Personal Investment Management for INR 20–50 Cr, Multi-Family Office for INR 50 Cr+, and Single Family Office for INR 2000 Cr+) and delivered through direct, relationship-driven senior advisory supported by the proprietary WealthSpectrum client portal.
Product overview
Entrust Family Office is a boutique multi-family wealth advisory firm offering a tiered, engagement-model-based suite of services. The core portfolio consists of three engagement tiers — Personal Investment Management (INR 20–50 Cr portfolio), Multi-Family Office (INR 50 Cr+ portfolio), and Single Family Office (INR 2000 Cr+ asset base) — supplemented by add-on modules such as Built/Operate & Transfer for SFO and AIF for Single Family Office. Independent service modules span Estate/Legacy & Succession Planning, Startup Portfolio Management, Creating Legacy Real Estate Assets, Family CFO, Corporate CFO Services (with a dedicated portal at www.entrustcfoservices.com), NRI Services, Strategic Philanthropy Services, and Entrust Lifestyle Concierge. The firm's overarching investment philosophy is branded as 'Wise Wealth.' All services are delivered through a conflict-free, transparent, fee-based model combining strategy with implementation.
Differentiator
Problem solved
Functional benefit
Products and services
- Personal Investment Management (PIM) Comprehensive financial planning and investment management for individuals with portfolios between INR 20 and 50 crores, covering financial planning, investment management, risk management, and exclusive services through an ongoing, long-term relationship.
- Multi-Family Office (MFO) Comprehensive wealth management for clients with portfolios exceeding INR 50 crores, including investment services, business advisory, estate/legacy/succession planning, family CFO, real estate services, OCI & NRI services, social investments, and lifestyle management.
- Single Family Office (SFO) Exclusive, dedicated family office setup for clients with an asset base of INR 2000 crores or above, providing a fully functional dedicated team from Day One with customised services aligned to the family's ideology, unimpeachable documentation, quicker turnaround, and zero overhead costs.
- Built, Operate & Transfer for SFO Entrust builds and operates a Single Family Office on behalf of a client family and then transfers the setup to them, delivering all benefits of a dedicated SFO team without the stress of self-setup.
- AIF for Single Family Office Alternate Investment Fund structuring service tailored for Single Family Office clients, enabling compliant deployment of alternative asset strategies within a regulated fund framework.
- Estate, Legacy & Succession Planning Planning service focused on smooth, planned, and ultra-customised transfer of wealth across generations, helping prevent wealth dissipation over 2–3 generations through formalised succession structures.
- Startup Portfolio Management Advisory and management service for angel investments in startups, featuring rigorous deal structuring and negotiation, enhanced efficiency and risk management, and strict legal and regulatory compliance.
- Creating Legacy Real Estate Assets Real estate advisory service providing meticulous due diligence, negotiations, and transaction support to secure exclusive properties, integrating them into the client's broader investment strategy for diversity, stability, and returns.
- Family CFO Full-spectrum financial management for families, covering bill payment, accounting, compliance, digitisation of estate records, dashboard automation, and vigilant risk and compliance management.
- Corporate CFO Services CFO advisory service for start-ups and businesses, covering banking solutions, demat and stock management, real estate support, tax filing, trust and estate planning, investment reporting, and fund accounting, administration and back-office services. Catering to services, manufacturing, software, NGOs and trading companies.
- NRI Services Services for Non-Resident Indians and OCI cardholders seeking to maintain a financial presence in India, addressing cross-border wealth management and estate planning needs for global Indian families.
- Strategic Philanthropy Services Philanthropy advisory aligned with the Wise Wealth philosophy, providing thoughtful, strategic, and sustainable giving solutions designed to align with family values and objectives for lasting impact.
- Entrust Lifestyle Concierge Concierge service addressing lifestyle-related needs of clients, from mundane to sophisticated requirements, freeing up client bandwidth for higher-priority pursuits.
Quantifiable outcome
- Over Rs 18,000 crore in assets under management
- +2 more outcomes
Companies that use Entrust Family Office
Customer profileNamed customers5 records
Segments4 records
Ideal customer profiles4 records
Entrust Family Office technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature2 records
Entrust Family Office partnerships and signals
Strategic signalScale indicators4 records
Recent moves7 records
Expansion highlights5 records
Entrust Family Office competitors and assessment
Company assessmentDirect peers
- 360 ONE (formerly IIFL Wealth): 360 ONE is one of India's largest private wealth managers with a strong family office franchise serving UHNIs through tiered engagement, alternative investments, and succession planning - closely comparable to Entrust's service architecture and UHNI target segment.
- Avendus Wealth: Avendus Wealth is the private wealth arm of Avendus Capital, providing investment advisory and family office services to Indian business families and entrepreneurs. It directly competes with Entrust in the UHNI segment, particularly with founder-led entrepreneurial wealth.
- Centrum Wealth: Centrum Wealth offers private wealth management, family office services, and investment advisory to Indian HNW/UHNI families. It directly competes with Entrust in the boutique-to-mid-scale family office segment with similar tiered engagement models.
- Anand Rathi Wealth Management: Anand Rathi Wealth Management is a listed Indian wealth manager offering private wealth, investment advisory, and family office services to HNW and UHNI clients. It is comparable to Entrust in target segment and service breadth within India.
- Motilal Oswal Wealth Management: Motilal Oswal Wealth Management serves Indian HNW and UHNI clients with investment advisory, estate planning, and portfolio management services. It is a comparable private-market Indian wealth manager targeting similar clientele with a multi-tier service offering.
- Credence Family Office: Credence Family Office is an Indian boutique multi-family office serving UHNI clients with investment advisory, estate planning, and succession services. It is a closely comparable boutique peer to Entrust in scale, positioning, and service architecture.
- ASK Wealth Advisors: ASK Wealth is India's largest multi-family office, offering investment advisory, estate planning, and succession services to UHNIs across tiered engagement models - directly comparable to Entrust's boutique MFO positioning. It represents the most scaled direct competitor in the Indian family office space.
Broad incumbents
- Kotak Wealth Management: Kotak Wealth Management is the private banking and family office arm of Kotak Mahindra Bank, offering investment advisory, succession planning, and estate services to Indian UHNIs. It competes in the same UHNI segment as Entrust but with broader banking resources and wider distribution.
- LGT Wealth India: LGT, the Liechtenstein royal family's private banking and wealth management group, has an India presence targeting Indian UHNIs with global wealth structuring and family office services. It is a comparable cross-border competitor particularly relevant to Entrust's NRI services.
- Julius Baer India: Julius Baer operates a global private banking franchise with a dedicated India onshore presence serving UHNIs with cross-border wealth management and advisory services. It competes with Entrust for Indian family wealth, particularly in the cross-border and NRI segment.
Market position
Strengths5 records
Weaknesses4 records
Competitive moat4 records
Key highlights7 records
Customer concentration
Entrust Family Office social profiles
Digital presenceEntrust Family Office financial estimates
Financial estimateRevenue estimate
Valuation estimate
Entrust Family Office leadership team
Management profileNumber of profiles
Profiles7 records
Entrust Family Office subsidiaries and ownership
Company hierarchySubsidiaries1 record
Entrust Family Office funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Entrust Family Office M&A and investment
M&A and investmentM&A
Investments2 records
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Entrust Family Office
What does Entrust Family Office do?
Entrust Family Office is a boutique multi-family office that provides fee-based wealth advisory, investment management, estate/succession planning, family and corporate CFO services, NRI and OCI advisory, philanthropy consulting, and lifestyle concierge services to India's ultra-high-net-worth families. Engagements are tiered by portfolio size (Personal Investment Management for INR 20–50 Cr, Multi-Family Office for INR 50 Cr+, and Single Family Office for INR 2000 Cr+) and delivered through direct, relationship-driven senior advisory supported by the proprietary WealthSpectrum client portal.
Is Entrust Family Office a public or private company?
Entrust Family Office is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Entrust Family Office founded?
Entrust Family Office was founded in 2013. It employs 11 to 50 people.
Where is Entrust Family Office based?
Entrust Family Office is headquartered in Bangalore, India, in the Asia region.
How does Entrust Family Office make money?
Two revenue lines are on record. Fee-Based Wealth Advisory is the primary driver. The others are CFO Consulting Services.
Who are Entrust Family Office's main competitors?
Direct peers on record are 360 ONE (formerly IIFL Wealth), Avendus Wealth, Centrum Wealth, Anand Rathi Wealth Management, Motilal Oswal Wealth Management, Credence Family Office and ASK Wealth Advisors. Broad incumbents are Kotak Wealth Management, LGT Wealth India and Julius Baer India.
Does Entrust Family Office have an API?
No public API is recorded for Entrust Family Office.