Valtrust Partners LLP – Portfolio Management Services (PMS)

Valtrust Partners LLP operates as a Portfolio Manager, duly registered with the Securities and Exchange Board of India (SEBI), bearing registration number INP100007578. We extend our services to institutional investors, high-net-worth individuals, and corporate entities. Our service offerings encompass: 1. Discretionary Portfolio Management Services 2. Non-discretionary Portfolio Management Services 3. Advisory Services Our investment strategies and solutions are designed to be either standardized or tailored to align with your specific financial aspirations, objectives, and defined risk appetite.

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

Mr. Arihant Bardia is the distinguished Founder of Valtrust, a prominent entity within the financial services sector. Possessing over two decades of professional experience, Mr. Bardia contributes significant domain knowledge and specialized skills to his position. A qualified Chartered Accountant, his career commenced with an audit role at PwC, subsequently progressing to Mergers & Acquisitions at EY. Prior to establishing Valtrust, he also managed Asiabridge Capital, a successful private equity fund. Mr. Bardia's comprehensive background in financial stewardship, combined with his strategic foresight, has been instrumental in Valtrust's expansion and achievements. Under his guidance, the firm has earned recognition for its commitment to integrity, high standards, and pioneering financial products designed to address dynamic client requirements. Beyond his corporate contributions, Mr. Bardia is acknowledged as a leading voice, having authored extensively for respected publications including the Economic Times, Mint, and Financial Express. His analyses and viewpoints on financial subjects are highly regarded within the industry. Fundamentally, Mr. Bardia is a committed investor, focused on cultivating an environment of confidence and openness at Valtrust. His leadership and strategic direction serve as a continuous source of inspiration, positioning Mr. Arihant Bardia as a valued and impactful professional in the financial landscape.

Mr Vishal Khatri

Principal Officer

Mr. Vishal Khatri brings over twelve years of extensive experience in investment advisory and investment banking. His career is marked by a proven ability to identify investment opportunities, develop strategic investment plans, and effectively manage risk. He has previously been associated with prominent boutique investment banking and advisory firms, including Indcap Advisors, VT Investment Advisors, and AFII Corporate Advisors. Mr. Khatri possesses a strong background in financial modelling, equity research and analysis, with exposure across diverse sectors. He has also participated in M&A due diligence and provided advisory services for foreign infrastructure companies operating in India. Academically, he holds a BBA and an MBA in Finance, and is a SEBI-registered Portfolio Manager. He currently serves as the Principal Officer at Valtrust PMS.

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Regulatory Information

SEBI Registration: INP100007578

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

Disclaimer

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

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