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Private Wealth
Management Services Let’s Get Started Trust. Integrity. Prosperity. Personalized Strategies, Proven Results Family Office
Management Let’s Get Started Personalized Strategies, Proven Results NRI Services Let’s Get Started Personalized Strategies, Proven Results Pension
Management Let’s Get Started Personalized Strategies, Proven Results Insurance
Advisory Let’s Get Started Personalized Strategies, Proven Results
Estate Planning Let’s Get Started
what we’re offering

Our Services

Pension Management

Pension Management

Increasing Life spans, lifestyle & high inflation can create a pension crisis for the larger society.
Estate Planning

Estate Planning

Well managed Estate transfer through a neutral fiduciary ensure smoother family relations
NRI Services

NRI Services

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Private Wealth Management

Private Wealth Management

Right advice right time is the key to success & scale for many of our clients.
Family Office Management

Family Office Management

We provide a Single window Family Office for all solutions ..
Insurance Advisory

Insurance Advisory

Complete end to end solutions on Health & Life insurance.
1000 +
Portfolios Managed
20 +
Professional team
500+
Satisfied customers
98 %
Success rates
Why Us

We inspire & help our customers

Certified

Comprehensive Financial Planning

We’re here to guide you every step of the way.

Expertise You Can Trust

We stay ahead of market trends, regulations, and economic shifts to provide you with the most informed advice and innovative solutions.

Testimonials

What they’re talking about us?

Partnering with Social Trust has been one of best decisions of our family. After earning overseas for almost 2 decades we realised that due to lack of a trusted advisor our overall portfolios were growing lesser than FDs. Social Trust revived our confidence in the financial sector and their personalised approach took care of our long term objectives very well and helped us build a robust portfolio. We couldn’t be more satisfied with their expertise and the peace of mind they have provided us.
Mr. Pankaj Sehgal
Mr. Pankaj Sehgal Business Owner & NRI
Running a business is so time consuming that it hardly leaves you with time to manage a Financial Portfolio. While we wanted to move out of real estate and grow our financial portfolio yet were not getting the right advisor to do so. Social Trust has provided a good experience to us & made investing an easy & lucrative job for me.
Mr Anmol Vij
Mr Anmol Vij Business Owner
Having a good portfolio of rental income, properties & Insurance, I was facing challenges in managing the assets physically & returns in Insurance were too low. So, I joined Social Trust and now not only my returns are almost double, the ease of management is superb.
Mrs Shweta Arora
Mrs Shweta Arora Housewife
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Social Trust Wealth Management company in Delhi & NCR