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Entrust Family Office

Certified Financial Planner (CFP) Bengaluru, Karnataka LinkedIn-verified
Rating4.5from 4 verified
Vouches20from the community
In Bengaluru#2for Certified Financial Planner (CFP)
Vouched by NRIs in🇺🇸11🇬🇧4🇦🇪2🇦🇺1🇨🇦1🇸🇬1
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NRI fit

From 4 reviews

A green check means at least one verified reviewer has tagged it. We never check these by default.

  • Handles cross-border tax cases

    DTAA, FBAR/FATCA, US/UK return interplay

    Not yet evidenced by a reviewer.

  • Available across time zones

    Picks up calls/emails outside IST business hours

    Not yet evidenced by a reviewer.

  • Comfortable with remote onboarding

    Video KYC, e-sign, document collection without an India visit

    Not yet evidenced by a reviewer.

  • FEMA / RBI / repatriation

    NRO-NRE, repatriation paperwork, 15CA/15CB

    Not yet evidenced by a reviewer.

What reviewers consistently say

Aggregated from 4 verified reviews. Counts, not opinions.

Strengths

No clear pattern yet.

Watch-outs

No reviewer has flagged a recurring concern.

About this firm

Entrust Family Office specializes in wealth management, offering custom solutions tailored to the needs of families with significant wealth. They provide advisory services aimed at preserving, nurturing, and enhancing wealth while ensuring clients have peace of mind in their financial dealings.

Questions answered publicly

No public questions answered yet. Be the first to ask — answers help the next NRI evaluating this firm.

All reviews (4)

Filter:
  • Hargovind Sachdev

    Tech lead

    Found them after a long search. Education funding and they don't waste your time. Filing went through cleanly the first try.

    Education fundingGoal-based planning
    0 net
  • Madhavan Unni

    Software engineer in Bay Area

    Honestly one of the few certified financial planner (cfp) I've worked with who actually understood the NRI side. Fee-only — made the whole thing painless.

    Fee-only
    0 net
  • Sowmya Krishnamurthy

    Returned to India, 2023

    Happy with them. Goal-based planning, though the initial onboarding had a couple of back-and-forths that could've been smoother.

    Goal-based planningEducation funding
    0 net
  • Rituparna Ghosh

    Chartered accountant

    Would use again. They got the job done and Holistic advice. Just wish the portal was a bit more polished.

    Holistic adviceReturn-to-India planning
    0 net

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