Valtrust Partners LLP – Portfolio Management Services (PMS)

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.

AUM (₹ Cr)

333.9

Clients

108

Strategies

3

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

Valtrust Partners LLP Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
Valtrust Momentum Multi Cap & Flexi Cap -8.83% Jan 2023
Equity Hybrid Funds Multi Cap & Flexi Cap 14.82% Mar 2023
Equity Funds Multi Cap & Flexi Cap 8.87% Mar 2023

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

Portfolio Managers & Fund Management Team

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.

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.

Interested in Valtrust Partners LLP?

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Regulatory Information

SEBI Registration: INP100007578

Registered Office: 315- 3rd floor, Rectangle 1, D-4, Saket District Centre, New Delhi

Disclaimer

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