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Valentis Advisors Pvt Ltd – Portfolio Management Services (PMS)

Valentis, founded by Jyotivardhan Jaipuria, launched its first scheme post a PMS licence from SEBI in October 2016. Prior to founding Valentis, Jyoti had worked for 21 years in Merrill Lynch. We believe in generating wealth for investors by buying stocks below intrinsic value and holding them for a long time to ensure superior compounded returns. Research is the cornerstone of all investment decisions and we believe in doing deeper work than the market on our set of universe. 3"U" - under-valued, under-owned, undiscovered stocks define our investment philosophy.

AUM (₹ Cr)

1358.94

Clients

622

Strategies

2

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

Valentis Advisors Pvt Ltd Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
Multi-Cap Fund Multi Cap & Flexi Cap -8.40% 12.92% 16.08% Oct 2018
Rising Star Opportunity Small Cap -11.26% 13.37% 25.18% Aug 2016

Past performance is not indicative of future results. Returns are subject to market risks.

Portfolio Managers & Fund Management Team

Mr Jyotivardhan Jaipuria

Fund Manager

Prior to founding Valentis, Jyoti worked for 21 years as Head of Research and strategist for India at Bank of America Merrill Lynch. He helped build the research team as the leading research provider in India as well as one of the top institutional brokers in the country. As a strategist, he was rated amongst the top strategists in India by leading institutional investors in India.Jyoti has also served as a member of the Board of Directors of DSP Merrill Lynch, the Asia Pacific Research Executive Committee and Operating Committee, the India Country Leadership Team (CLT) and other management committees. Prior to DSP Merrill Lynch, Jyoti had worked in ICICI in the Project Financing Departmernt. Jyoti graduated in Commerce (B.Com) from Sydenham College and has an MBA from the Indian Institute of Management, Ahmedabad.

Interested in Valentis Advisors Pvt Ltd?

Get in touch with our investment advisors to learn more about Valentis Advisors Pvt Ltd's portfolio management services and how they align with your investment goals.

Regulatory Information

SEBI Registration: INP000005125

Registered Office: 312, 12Th Floor, Shalaka, 9 M. Karve Road, Cooperage,Mumbai,Maharashtra,India-400021

Disclaimer

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Last Updated: December 2025 · Published by Affluense AI (affluense.ai)