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
Locked
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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.
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.
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.
| Investor | Description | Founded Year | Domain | Location |
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Arihant Bardia |
Angel investor and entrepreneur, focused on tech startups in India.
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Investor details for Valtrust
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Investments & Acquisitions by Valtrust
Investment portfolio details for Valtrust
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Financial Statements - Valtrust
Detailed financials for Valtrust
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Valtrust Comparisons
Peer comparison for Valtrust
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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.
| Company Name | Domain | Founded year | HQ Location | Description |
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Private wealth management and investment advisory services are provided.
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Tailored financial solutions are offered to high-net-worth individuals and families.
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Multi Family Office
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Multi Family Office
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Boutique financial services are specialized in for high-net-worth clients.
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Provider of family office advisory services
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Detailed competitors of Valtrust
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Latest news on Valtrust
Complete news archive for Valtrust
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Frequently Asked Questions about Valtrust
Valtrust was founded in 2018.
Valtrust is headquartered in Chennai, India. It is registered at Chennai, Tamil Nadu, India.
Valtrust is a funded company, having raised a total of $12.5K across 1 funding round to date.
As of Apr 08, 2024, the latest employee count at Valtrust is 3.
Annual revenue of Valtrust is $500.71K as on Mar 31, 2023.
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.
Valtrust's top competitors include Client Associates, Alpha Capital and Credence Family Office.
Valtrust offers Family Office Services, Financial Planning, and Inheritance and Succession Planning.
Valtrust has 2 investors. Key investors include Third Axis Partner, and Arihant Bardia.
The valuation of Valtrust is $15.5K as of May 2018.