Investments for Charitable Trusts and Institutions
Charitable and religious trusts in India are at a pivotal point. As trustees, your foremost duty is to safeguard and grow your trust’s funds in ways that serve its noble mission. While fixed deposits and traditional instruments have long been the default, recent regulatory reforms now allow trusts to tap into mutual funds and other modern avenues-offering secure, professionally managed, and potentially higher-yielding alternatives.
A New Era of Investing: The National Opportunity
Maharashtra Trusts: A Landmark Opportunity
Charitable trusts registered under the Maharashtra Public Trusts Act can now invest up to 50% of their corpus in mutual funds, ETFs, and approved securities-without the earlier requirement of case-by-case approvals. This landmark reform gives trustees more flexibility, quicker decision-making, and better tools to balance safety with growth.
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How We Support Charity Trusts
We help trusts navigate this new landscape, crafting a strategic investment roadmap that balances safety with the potential for long-term growth, all while ensuring complete regulatory compliance.
Tailored Portfolio Design
We help you choose mutual funds that align with your trust’s mission, compliance profile, and desired risk level.
End-to-End
Guidance
We ensure seamless documentation, regulatory adherence, and transparent tracking of your investments.
Ongoing
Support
Regular reviews and reporting help your trust stay aligned with both charitable goals and legal requirements.