An Asset Management Company and Multi Family office

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

About Valtrust

Our clients entrust us to manage and grow their investments across a range of asset classes, which include Financial Equities (Indian listed, unlisted and global tech), Financial Debt (liquid, term, secured and high yield), Alternates Investment (angel/venture investments) and Physical Assets (through our channel partners).

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01

WHAT SETS US APART

Our Private Equity and Angel Investing background

02

WHAT SETS US APART

We Think, Act and Advise as Investors

03

WHAT SETS US APART

Investment experience across multiple economic and business cycles

04

WHAT SETS US APART

Skin in the game

05

WHAT SETS US APART

Focus on Risk Adjusted Returns

06

WHAT SETS US APART

Investors Empowerment

07

WHAT SETS US APART

Confidential, Trust and Transparency

OUR SERVICES

Bespoke Asset Management Solutions
Valtrust - Family Office

FAMILY OFFICE

Financial Planning & Services

FINANCIAL PLANNING & EXECUTION

Valtrust - Inheritance & Succession

INHERITANCE & SUCCESSION

Valtrust - Global Investment

GLOBAL INVESTMENTS

Valtrust - Asset Management

ASSET MANAGEMENT

WHITELISTING PRODUCTS

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

Core Team

Leading the way
Amit Khosla
Director
Arihant Bardia
Director
Rahul Bhutoria
Director
Shveta Laroiya
Chief Revenue Officer

Track Record

Raising the bar

4

Locations
New Delhi, Chennai, London, Singapore

50+

years of
investing experience

100 mn

dollars of investments managed

3000 cr

of Corporate Financial Advisory

THOUGHT SERIES

Our in-house views and analysis on developments – both macro and micro
10 October 2019
2019: Third Quarter Wrap
It has been 3 months since our “2019: Second Quarter Wrap”. Now that the 3rd Quarter is over, let’s see where we are: Starting with...
06 July 2019
2019: Second Quarter Wrap
It has been 3 months since our “Welcome 2019: First Quarter Wrap”. Now that the 2nd Quarter is over, let’s see where we are: Starting...
15 April 2019
Welcome 2019: First Quarter Wrap
It has been 3 months since our year end macro wrap and 2019 outlook “Farewell 2018: Welcome 2019”. So, let’s see where we are: Starting...
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Valtrust Capital
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charliebilelloCharlie Bilello@charliebilello·
12 Oct

Nasdaq 100 Total Return Index on pace for its 11th consecutive positive year (new record)...
2009: +55%
2010: +20%
2011: +4%
2012: +18%
2013: +37%
2014: +19%
2015: +10%
2016: +7%
2017: +33%
2018: +0.04%
2019 YTD: +25%
$NDX

Reply on Twitter 1183019939336216579Retweet on Twitter 1183019939336216579105Like on Twitter 1183019939336216579276Twitter 1183019939336216579
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