About Valtrust
Valtrust is a company based in Chennai (India) founded in 2018 by Arihant Bardia and Rahul Bhutoria.. Valtrust has raised $12.5 thousand across 1 funding round from investors including Third Axis Partner and Arihant Bardia. The company has 3 employees as of April 08, 2024. Valtrust offers products and services including Family Office Services, Financial Planning, and Inheritance and Succession Planning. Valtrust operates in a competitive market with competitors including Client Associates, Alpha Capital, Credence Family Office, Entrust Family Office and Altamount Capital Management, among others.
- Headquarter Chennai, India
- Employees 3 as on 08 Apr, 2024
- Founders Arihant Bardia, Rahul Bhutoria
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Sectors
Financial Services
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Phone
*********
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Website
*********
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Social
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- Legal Name Valtrust Capital Private Limited
- Date of Incorporation 20 Mar, 2018
- Jurisdiction Chennai, Tamil Nadu, India
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Annual Revenue
$500.71 K (USD)143.92as on Mar 31, 2023
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Net Profit
$70.37 K (USD)392.54as on Mar 31, 2023
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EBITDA
$100.87 K (USD)472.57as on Mar 31, 2023
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Total Equity Funding
$12.5 K (USD)
in 1 rounds
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Latest Funding Round
$12.5 K (USD), Seed
May 25, 2018
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Investors
Third Axis Partner
& 1 more
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Employee Count
3
as on Apr 08, 2024
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Products & Services of Valtrust
Valtrust offers a comprehensive portfolio of products and services, including Family Office Services, Financial Planning, and Inheritance and Succession Planning. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Manages investments and financial planning for families
Executes personalized financial strategies for clients
Handles wealth transfer and succession matters
Funding Insights of Valtrust
Valtrust has successfully raised a total of $12.5K through 1 strategic funding round. The most recent funding activity was a Seed round of $12.5 thousand completed in May 2018. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding Total Funding
- Total Rounds 1
- Last Round Seed — $12,500
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First Round
First Round
(25 May 2018)
- Investors Count 2
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| May, 2018 | Amount | Seed - Valtrust | Valuation | Third Axis Partner |
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Valtrust
Valtrust has secured backing from 2 investors, including institutional and angel investors. Prominent investors backing the company include Third Axis Partner and Arihant Bardia. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Founded Year | Domain | Location | |
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AB
Arihant Bardia |
Angel investor and entrepreneur, focused on tech startups in India.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Valtrust
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Valtrust
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Valtrust Comparisons
Competitors of Valtrust
Valtrust operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Client Associates, Alpha Capital, Credence Family Office, Entrust Family Office and Altamount Capital Management, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Private wealth management and investment advisory services are provided.
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| domain | founded_year | HQ Location |
Tailored financial solutions are offered to high-net-worth individuals and families.
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| domain | founded_year | HQ Location |
Multi Family Office
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| domain | founded_year | HQ Location |
Multi Family Office
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| domain | founded_year | HQ Location |
Boutique financial services are specialized in for high-net-worth clients.
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| domain | founded_year | HQ Location |
Provider of family office advisory services
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| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about Valtrust
When was Valtrust founded?
Valtrust was founded in 2018.
Where is Valtrust located?
Valtrust is headquartered in Chennai, India. It is registered at Chennai, Tamil Nadu, India.
Is Valtrust a funded company?
Valtrust is a funded company, having raised a total of $12.5K across 1 funding round to date. The company's 1st funding round was a Seed of $12.5K, raised on May 25, 2018.
How many employees does Valtrust have?
As of Apr 08, 2024, the latest employee count at Valtrust is 3.
What is the annual revenue of Valtrust?
Annual revenue of Valtrust is $500.71K as on Mar 31, 2023.
What does Valtrust do?
Valtrust was founded in 2018 in Chennai, India, as a provider of asset management services in the financial sector. Financial planning and execution are handled, including inheritance and succession planning. Investment management is extended to equities, debt, and alternative assets. Strategies are advised across economic cycles, with focus placed on risk-adjusted returns and investor oversight. Operations target families and institutions.
Who are the top competitors of Valtrust?
Valtrust's top competitors include Client Associates, Alpha Capital and Credence Family Office.
What products or services does Valtrust offer?
Valtrust offers Family Office Services, Financial Planning, and Inheritance and Succession Planning.
Who are Valtrust's investors?
Valtrust has 2 investors. Key investors include Third Axis Partner, and Arihant Bardia.
What is Valtrust's valuation?
The valuation of Valtrust is $15.5K as of May 2018.
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