Social Trust is a boutique Wealth Management firm which provides comprehensive Multi Family Office solutions to its clients in India & across the globe.
Established in April, 2020 in New Delhi, Social Trust is a client centric organisation working through its core values & developing the ecosystem for benefit of the larger society.
We provide a single window Family Office for all solutions around creation, management and protection of wealth.
Financial Consultancy catering to Wealth Management needs of HNIs, NRIs, Corporates like an extension of their own Family Office.
Using an Open Architecture system, detailed & genuine research is done to generate non-conflicted advice in favour of the customer.
Core Values & Vision
Social Trust seeks its inspiration for its Values and Belief system from the word of Gita.
A path defined with right Values and Processes will ultimately lead to the right result is the preferred style of working and builds our core philosophy.
A successful farmer very well knows that business output of his agricultural land can vary over time, however, if the right seeds are sown then the output is more assured & long term in nature.
Client Centricity: A client centric organisation based on Trust, integrity, capability and honesty. We work keeping the interests of the client at forefront and that of the organisation or individual at the end. Higher client profits will ultimately leads the company into profitable.
Greatness: Long-Term Vision to set a new Paradigm for the ecosystem through Excellence with focus on long term values over quick profits.
Synergy: We believe in Teamwork internally and collaborating with customers to produce optimum results.
Goodwill: If you are able to create a space in the mind of your consumer then its bigger than compliments. people over compliments.
Deep Focus & Dedication: We believe that Focus can drive true results.
Meritocracy: Encouraging a culture of hard work, talent, values & entrepreneurial spirit to drive results.
Pragmatism: Have a Long Term Vision of the business, investments & client’s interests and acting on what is right for the Long Term by avoiding short term impulses.
Our Strategic Alliances
IIFL provides our clients with a strong Technology & Operations platform for execution & reporting of portfolios in a proper manner. IIFL technology platform gives our global Indian clients direct access to investments in Equities through a robust platform.
DSP Mutual Fund is a Strategic Research partner for developing good research for our customers.
Kotak Mutual Fund is an Indian mutual fund that is managed by Mahindra Asset Management Company. KMAMC started operations in December 1998. Assets under management have crossed USD 45 Billion.
Crisil is an Indian analytical company providing ratings, research, and risk and policy advisory services and is a subsidiary of American company S&P Global. It was the first credit rating agency in India, introduced in 1988 by ICICI & UTI jointly.