Valtrust Partners LLP

Valtrust Partners LLP

AUM (Cr.)

100.96

No. of Clients

107

No. of Investment Approach

1

As On

30 November 2024

Valtrust Partners LLP is a SEBI-registered Portfolio Manager, and our registration number is INP100007578. We offer the following to Institutions, High Net-worth Clients, and Corporates. 1) Discretionary Portfolio Management Services 2) Non- discretionary Portfolio Management Services 3) Advisory Services. We offer investment strategies and solutions that are standardized or customized based on your financial goals, objectives, and risk profile.

PMS Investment Approach(s) Returns
Investment Approach Category 1 Yr 2 Yr 3 Yr 5 Yr Inception Date
Valtrust Momentum
FLEXICAP 42.61% NA NA NA Jan 2023

* Returns are as on  30th November 2024, * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1


Portfolio Manager Profile

Mr. Arihant Bardia

Mr. Arihant Bardia

Designated Partner

 Arihant Bardia is the esteemed Founder of Valtrust, a leading company in the financial services industry. With over 20 years of experience, Arihant brings a wealth of knowledge and expertise to his role. He is a Chartered Accountant who began his illustrious career at PwC in audit, later transitioning to M&A at EY. His professional journey also includes running Asiabridge Capital, a successful private equity fund, before founding Valtrust.Arihant's extensive experience in financial management, coupled with his strategic acumen, has been pivotal in Valtrust's growth and success. Under his leadership, the company has become synonymous with integrity, excellence, and innovative financial solutions that meet the evolving needs of clients.

In addition to his professional achievements, Arihant is a respected thought leader, having written numerous articles for prestigious publications such as the Economic Times, Mint, and Financial Express. His insights and perspectives on financial matters are highly valued in the industry.Most importantly, Arihant is a passionate investor, dedicated to fostering a culture of trust and transparency within Valtrust. His leadership and vision continue to inspire those around him, making Arihant Bardia a respected and influential figure in the industry.

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Mr Vishal Khatri

Mr Vishal Khatri

Principal Officer

Vishal Khatri has 12+ years of professional experience in Investment advisory and investment banking, having a demonstrated track record for identifying stocks, formulating investment strategies and managing risk. He has been associated with various boutique investment banks and advisory companies such as Indcap Advisors, VT Investment Advisors and AFII Corporate Advisors. Has worked in various domains of financial modelling, equity research and analysis with exposure to multiple sectors, M&A due diligence and have also advised on transactions of foreign infra companies in India. His qualification is BBA, MBA (Finance), and a SEBI registered ‘Portfolio Manager’. Designated as Principal Officer at Valtrust PMS.

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AMC Registered Address

315- 3rd floor, Rectangle 1, D-4, Saket District Centre, New Delhi
SEBI Reg No : INP100007578

AMC Investor Login Link

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AMC Website Link

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AMC Social Media

Disclaimer & Risk Factors:

We have taken and continue to take utmost care and caution in compilation of current and historical data (such as performance of Portfolio Managers, investment approaches followed and/or AUM of Portfolio Managers etc.,). We also take due care in analysis (such as making comparisons etc.,) of the data. The information and data provided by PMS bazaar on its website (including any of its publications/e-mails/newsletters) have been obtained and culled out of whatever is available on public domain/provided by the Portfolio Managers either on their own or at the request of PMS Bazaar and we do not in any way guarantee the accuracy [(in general and as well as with respect to regulatory compliance(s)], reliability, completeness, current-ness and/or timeliness of any content, information, data, analysis, software, text, graphics, links or communications provided on or through the use of the Website and we assume no liability and cannot be held responsible for any errors or omissions in such information, data (including regulatory non-compliances, if any) and/or analysis of such information and data nor for the results obtained by any user of the website (including any publications/e-mails/newsletters of PMS Bazaar) from the use of such content, information, data, analysis, software, text, graphics, links or communications provided on the Website or for any monetary or other damage suffered by you on account of such usage.

All information present on the Website of PMS bazaar (including any publications/e-mails/newsletters of PMS Bazaar) is to help investors in their decision-making process and shall not be considered as a recommendation or solicitation of an investment or investment strategy/approach/funds. The names of the portfolios/ strategies/approach/funds do not, in any manner, indicate their prospects or returns. There is no assurance or guarantee that the objective of portfolios/ strategies/approach/funds will be achieved. Past performance is not necessarily a guide to future performance and no way guarantee the future performance. Investment in securities markets is subject to market risks, Investors are responsible for their investment decisions and are responsible to validate all the information used to make the investment decision.All the information provided herein including Performance is not verified by SEBI nor has SEBI certified the accuracy or adequacy of the same.