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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.

Explore a Thoughtful Approach to Managing Your Trust’s Funds

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