Endowments, Foundations & Trusts
Stewardship for capital that serves a purpose beyond any one lifetime.
Endowments, foundations and trusts hold capital on behalf of a cause, a community or future beneficiaries. That responsibility calls for clear governance, a considered investment policy and careful attention to the rules that apply to each type of entity. We help trustees and boards bring that discipline to their decisions.
What’s on your mind
- Do our investments comply with the rules that apply to our trust or institution?
- How do we balance today’s spending with preserving capital for the future?
- Are trustee roles, decision rights and reporting clearly defined?
- Are our filings, registrations and audits up to date?
How we help
- Investment policy statements aligned with the trust deed and applicable regulations
- Long-term financial planning for spending, reserves and corpus preservation
- Governance support: trustee roles, decision processes and periodic reporting
- Coordination of accounts, audit and tax compliance with our Chartered Accountant team
A coordinated approach
One plan, built around you.
Whatever your starting point, we follow the same five stages, with one relationship lead coordinating the specialists behind the scenes.
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01
Discover
A detailed conversation about your goals, family, business and current holdings.
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02
Diagnose
A complete review of investments, tax position, protection and structure, highlighting gaps and overlaps.
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03
Design
A written plan with clear priorities, responsibilities and timelines.
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04
Implement
Coordinated execution across investments, documentation and compliance.
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05
Review
Scheduled reviews, and prompt attention when life or regulation changes.
Most relevant services
Relevant product offerings
Hypothetical illustration — not a client case
A family’s charitable trust has grown its corpus over two decades but has no written investment policy. Trustees adopt a policy setting permitted investments, a spending approach and a reporting calendar, with compliance checked against the trust deed and applicable law.
FAQs
Questions we often hear
Can charitable trusts invest in any product?
No. Charitable and religious trusts in India are generally subject to rules on permitted modes of investment. We review the trust deed and applicable law before recommending anything.
Do you help with trust accounts and audits?
Our Chartered Accountant team supports accounting, audit coordination and tax compliance, subject to engagement terms.
Speak with us about your trust.
Start with a private, no-obligation conversation about where you are and where you want your wealth to go.