About Valtrust
Valtrust is a Financial Services company based in Chennai (India) founded in 2018 by Arihant Bardia and Rahul Bhutoria. Asset management solutions are offered to families and institutions. Valtrust has raised $12.5 thousand across 1 funding round from investors including Third Axis Partner and Arihant Bardia. The company has 3 employees. Valtrust was last valued at $15.5 thousand in May 2018. Its Indian entity Valtrust Capital Private Limited reported revenue of ₹8.01 Cr. Valtrust offers products and services including Family Office Services, Financial Planning, and Inheritance and Succession Planning. Its focus areas include Asset Management, Wealth Management and Multi Family Offices. Its competitors include Client Associates, Alpha Capital and Credence Family Office; 2 of its 3 listed competitors have raised funding.
Company details
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.
- Headquarters Chennai, India
- Employees 3
- Founders Arihant Bardia, Rahul Bhutoria
- SectorsFinancial Services
- Website valtrustcapital.com
- Social LinkedIn X Facebook
- Legal Name Valtrust Capital Private Limited
- Date of Incorporation 20 Mar, 2018
- Jurisdiction Chennai, Tamil Nadu, India
- Annual Revenue₹8.01 Cr
FY 2025 · +70% YoY
- Net Profit₹90.7 Lakh
FY 2025 · 11% margin
- EBITDA₹1.44 Cr
FY 2025 · 18% margin
- Total Equity Funding$12.5K (USD)
in 1 rounds
- Latest Funding Round$12.5K (USD), Seed
May 2018
- Employee Count3
Associated legal entities of Valtrust
Valtrust operates through Valtrust Capital Private Limited (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2025) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Valtrust Capital Private Limited CIN U65990TN2018PTC121569 | Active | 20 Mar 2018 | Chennai, Tamil Nadu | ₹8.0 Cr | 3 | 4 | View details |
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.
- Total Funding $12,500
- Total Rounds 1
- Last Round Seed — $12,500
- First Round $12,500
(May 2018)
- Investors Count 2
All 1 funding rounds of Valtrust with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| May 2018 | $12,500 | Seed | $15,498 | Third Axis Partner |
Last known valuation $15,498 (May 2018). 2 investors in total: 1 institutional and 1 angel.
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 |
|---|---|---|---|---|
AB Arihant Bardia | Angel investor and entrepreneur, focused on tech startups in India. | unknown_75368ef52a1e4b56a |
Investor details for Valtrust
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
Board of directors of Valtrust Capital Private Limited (Valtrust)
Valtrust Capital Private Limited is the primary company behind Valtrust. The board of Valtrust Capital Private Limited currently have 4 directors; the longest-serving is Priyanka Bardia, appointed in 2018. 5 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Priyanka Bardia DIN 02912214 | Director | 20 Mar 2018 | 8 yrs 7 mo | Valtrust Capital Private Limited |
| Alpana Bardia DIN 00919099 | Director | 11 Apr 2018 | 8 yrs 7 mo | Valtrust Capital Private Limited |
| Rahul Bhutoria DIN 00093326 | Director | 25 Jun 2018 | 8 yrs 4 mo | Valtrust Capital Private Limited |
| Deepshikha Khosla DIN 00203516 | Director | 31 Aug 2019 | 7 yrs 2 mo | Valtrust Capital Private Limited |
People of Valtrust
2 people are tracked at Valtrust (2 in leadership); the tracked headcount is 3.
| Name | Role | Group |
|---|---|---|
| Co-Founder & CIO | Leadership | |
| Co-Founder & Director | Leadership |
Complete people profiles for Valtrust
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Financials of Valtrust
Figures of Valtrust Capital Private Limited, the primary company behind Valtrust, for FY 2025. Revenue was ₹8.01 Cr (+70% year on year). Net profit was ₹90.7 Lakh (11% margin). EBITDA was ₹1.44 Cr (18% margin). Revenue has grown at a compounded annual rate of +28% over three years and +57% over five years.
- ₹8.01 CrRevenue · FY 2025 · +70% YoY
- ₹90.7 LakhNet profit · 11% margin
- ₹1.44 CrEBITDA · 18% margin
- ₹5.3 LakhPaid-up capital
- 3Employees (provident fund records)
- +28%Revenue CAGR, 3 years
- +57%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Valtrust Capital Private Limited are on its company page.
Detailed financial statements for Valtrust
Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.
- Statement rows
- Financial ratios
- Five-year trends
- Downloads
Verified entity values are shown only after access is granted.
Timeline of Valtrust
2 dated milestones of Valtrust, from founding to its latest funding, stage changes and deals.
- Founded Valtrust is founded.
- Funding First funding round of $12K.
Competitors of Valtrust
Valtrust has 3 listed competitors in our database, 2 of them funded. They include Client Associates, Alpha Capital and Credence Family Office.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| clientassociates.com | 2002 | Gurugram, India | $991,324 | 189 | Private wealth management and investment advisory services are provided. | |
| alphacapital.in | 2009 | Mumbai, India | $2.43M | 20 | Tailored financial solutions are offered to high-net-worth individuals and families. | |
| credencefamilyoffice.com | 2010 | Bengaluru, India | 39 | Multi Family Office |
Detailed competitors of Valtrust
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Valtrust
The website of Valtrust (valtrustcapital.com) receives about 3.8K visits a month.
- Monthly visits3.8K
▲ 855.7% vs previous month
Websites whose visitors overlap most with Valtrust. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| valtrustpartners.com | 100% | #2,051,203 | View details |
Top companies in Asset Management
3 companies that operate in the same segment as Valtrust (Asset Management) in India, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provides mutual funds management and financial advisory services. | 1987 | Mumbai, Maharashtra, India | ||||
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Online platform for stock trading, mutual funds, and investment tools. | 1994 | Mumbai, Maharashtra, India |
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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. The company's 1st funding round was a Seed of $12.5K, raised on May 2018.
Valtrust has 3 employees.
The primary company behind Valtrust, Valtrust Capital Private Limited, reported revenue of ₹8.01 Cr for FY 2025, up 70% year on year.
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.
Valtrust operates through Valtrust Capital Private Limited.
The legal entities of Valtrust currently have 4 directors, including Priyanka Bardia, Alpana Bardia, Deepshikha Khosla and others.