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.

READ MORE
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

THOUGHT SERIES

19 October 2023
2023: Third Quarter Wrap
After gains in the first half of 2023, the third quarter saw both equities and bonds posting a negative return.
27 July 2023
2023: Second Quarter Wrap
A quarter which started with US debt ceiling concerns has witnessed the US Congress approve legislation that..
28 April 2023
2023: First Quarter Wrap
Starting with the US: The Fed’s double‐edged sword (Interest rate) Over the past year, the Fed has raised the benchmark rate 9
READ MORE ARTICLES

SUBSCRIBE

TO THE THOUGHT SERIES

Contact us