WEBINAR Sat, 4 July · 02:00 PM IST · Limited seats remaining Register free
Premium Access PMS

DELTABET EQUITY APPROACH

Distributed through AltPort Experts. Comprehensive fund documentation can be accessed through our research team.
Category PMS
Company Entrust Family Office Investment Advisors Pvt Ltd
Fund Managers Mr. Rajmohan Krishnan
Benchmark BSE 500 TRI
Share: f x in w

About Company

Entrust Family Office Investment Advisors Pvt Ltd

Entrust Family Office Investment Advisors Pvt Ltd is a premier multi-family office founded in 2013 in Bengaluru, India. Managing over ₹18,000 crores in premium generational assets, the firm operates on a pure fee-only advisory blueprint to completely remove transactional conflicts of interest. Entrust provides ultra-wealthy Indian families with specialized asset management, estate planning, and succession architectures across market cycles.

Fund Snapshot

Parameter Details
PMS Provider Name Entrust Family Office Investment Advisors Pvt Ltd
Strategy Name Equity
Product Name Equity, Mutual Fund
Benchmark BSE 500 TRI
Date Of Inception 01/11/2021
Age 4.7 Years
AUM (CR) ₹22.75
Min. Inv. Amount ₹50,00,000
Fixed Fees Structure AMC Charge: 1%
Variable Fees Structure AMC: 0% to 1% | Hurdle Rate: 15% | Profit Sharing: 10%
Exit Load 1st Year: 3% | 2nd Year: 2% | 3rd Year: 1%

Fund Purpose

The strategy provides Discretionary Portfolio Management services, managing individual client accounts independently. The fund focuses on public equity structures and mutual fund blends to capture long-term compounding opportunities while maintaining specialized risk safeguards tailored for sophisticated wealth portfolios.

Fund Philosophy

High Hurdle Performance

The strategy holds itself to an aggressive performance benchmark, featuring a 15% internal hurdle rate within its fee structures. This high floor means the management team only shares in upside profits after delivering strong double-digit growth for its clients.

Dual Equity Product Allocation

The portfolio utilizes an open, hybrid architecture by blending direct listed equity instruments alongside carefully curated mutual funds. This balanced design secures concentrated alpha from individual stock picks while stabilizing volatility through underlying mutual fund structures.

Ultra-High-Net-Worth Alignment

Designed natively around the needs of single and multi-family office portfolios, the investment framework eliminates generic retail market exposure. Capital deployment maps closely to long-term generation-skipping wealth horizons rather than short-term quarter-by-quarter chase cycles.

Strict Variable Accountability

The fund aligns its operational fees with absolute outperformance by integrating a 10% profit-sharing structure. This setup prioritizes client returns, ensuring the fund manager's financial rewards mirror true value creation over basic fixed management overhead.

Layered Liquidity Disciplines

To enforce deep asset commitment and protect structural execution, the fund maintains a multi-year tiered exit load framework starting at 3%. This mechanism deters impulsive capital redemptions and allows fundamental investment theses the time required to mature fully in the market.

Section: Performance Analysis
Fund Growth vs Benchmark Trend

Track how the fund has performed against its benchmark over time through a comparative line graph analysis.

Deltabet Equity Approach

Benchmark: BSE 500 TRI

Section: Performance Comparison
Fund vs Benchmark Bar Graph

Compare fund returns and benchmark performance across multiple investment periods using a visual bar graph.

Section: Performance Comparison
Fund vs Benchmark Comparison Table

Review and compare fund returns against benchmark performance across different investment periods in a detailed tabular format.

Entrust Family Office Investment Advisors Pvt Ltd

AUM(Cr.) 1M 3M 6M 1Y 2Y 3Y 4Y 5Y Ince.
Performance ₹22.54 -13.37 -19.03 -22.59 -17.10 -14.27 -2.37 -0.15 NA -1.40
Benchmark NA -11.37 -13.94 -9.62 -3.12 1.32 12.89 9.27 NA 8.16
Section: Fund Leadership
Meet the Fund Managers

Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.

Mr. Rajmohan Krishnan

Mr. Rajmohan Krishnan

Mr. Rajmohan Krishnan is the Principal Founder and Managing Director steering operations at Entrust Family Office Investment Advisors Pvt Ltd. An alumnus of Madras University with executive training from IIM Ahmedabad and ISB, Rajmohan brings over three decades of premium wealth advisory experience, including foundational corporate leadership at Kotak Wealth Management. He oversees the firm's overarching capital frameworks, strategic private investments, and multi-family governance solutions.

Section: Contact Us
Get In Touch

Connect with our investment experts for personalized guidance, fund details, and support tailored to your financial needs.

Podcast - All Episodes Altport
Spotify - Podcast
Podcast - All Episodes Altport
YouTube · Webinar
AIF vs PMS vs GIFT City — Which Is Evolving Faster In India ?

Get In Touch

Disclaimer: Investing in AIF, PMS, Gift City or Mutual Fund is subject to market risk. Please read the related documents carefully. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. Actual portfolios may differ as a result of account size, client-imposed investment restrictions, the timing of client investments and market, economic, and individual company factors. We at ALTPORT do not guarantee any returns in the hands of investors, nor do we take any sort of accountability for the performance of the scheme.