William Mani — Investment Analyst · Entrust Family Office

William Mani — Investment Analyst · Entrust Family Office · Bengaluru, Karnataka, India.

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About

I am CFA level 3- Pass I am currently working at Entrust as an investment

analyst

Experience

Investment AnalystCurrent
Entrust Family Office
Sep 2025 – Present
Handle and support ₹600Cr+ UHNI client portfolios under a pure advisory model, working closely with the investment advisor on portfolio review presentations and continuous asset allocation monitoring. Conduct product and research analysis covering existing PMS and AIF offerings, and evaluate new alternative and mutual fund products for client suitability. Prepare Suggested Product Lists, Client Fact Sheets and structured data sheets used in advisor and client conversations. Lead portfolio audits for prospective families, identifying gaps, risk exposures and opportunities where Entrust can improve outcomes. Built AI assisted internal tools for portfolio masterfiles, performance ranking sheets and market cap, sector and credit quality analysis, cutting turnaround from hours to minutes. Designed financial planning and asset allocation tools for NRI clients. Track macro and market movements, including Fed actions, equity and credit cycles and key Indian indicators, to support internal investment views and client communication.