A Multi Family office

Bespoke solutions to Families, Institutions and Individuals in India and Globally

About Valtrust

Our clients entrust us to manage their investments across a range of asset classes, which include Equities, Debt and Alternates.

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01

WHAT SETS US APART

We Think, Act and Advise as Investors

02

WHAT SETS US APART

Investment experience across multiple economic and business cycles

03

WHAT SETS US APART

Skin in the game

04

WHAT SETS US APART

Focus on Risk Adjusted Returns

05

WHAT SETS US APART

Investors Empowerment

06

WHAT SETS US APART

Confidential, Trust and Transparency

OUR SERVICES

Valtrust - Family Office

FAMILY OFFICE

Financial Planning & Services

FINANCIAL PLANNING & EXECUTION

Valtrust - Inheritance & Succession

INHERITANCE & SUCCESSION

Our Clients

Creating wealth and value

"They deep dived into my existing portfolio and suggested changes that were data driven and logical. This is what one needs in an advisor – capability and trust."

Investor and avid Golfer

"Valtrust genuinely wants to empower the investors and believes in client education. They discussed a disciplined approach with me for my investments and implemented it."

Entrepreneur and Yoga Enthusiast

"They really brought a global perspective to a local portfolio. The key differentiator for me is the international diversification that I have now achieved in my holdings."

Lawyer

Track Record

Raising the bar

4

Locations
New Delhi, Chennai, London, Singapore

50+

years of
investing experience

MEDIA

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The double-edged sword called pre-IPO investments
THE ECONOMIC TIMES
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Plugging In Investors
THE ECONOMIC TIMES
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2022: Third Quarter Wrap
After a July rally which was largely driven by resilient corporate earnings, the rest of the quarter was gloomy with most asset classes (including bonds...
2022: Second Quarter Wrap
While the first quarter of 2022 was characterised by uncertainty, the second quarter saw a lot of the concerns fructify. The eye-opener for a lot...
2022: First Quarter Wrap
The first quarter of 2022 has been perhaps one of the most uncertain quarters in the last decade driven by (1) the Russia Ukrain conflict...
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