Valtrust Partners LLP is a SEBI-registered Portfolio Manager, registration number is INP100007578. Valtrust Partners LLP offers investment strategies and solutions that are standardized or customized based on investor’s financial goals, objectives, and risk profile. Offers the following to Institutions, High Net-worth Clients, and Corporates.

  1. Discretionary Portfolio Management Services
  2. Non-discretionary Portfolio Management Services
  3. Advisory Services

PMS Product Performance

Company Name /
Product Name		 Date of inception AUM 1y return 2y return 3y return 5y return 10y return Since inception return
Valtrust Partners LLP Valtrust Momentum 20 Jan 2023--3.37%-4.18%19.38%--17.12%
Valtrust Partners LLP Equity Funds 31 Mar 2023-9.39%7.93%19.57%--19.92%
Valtrust Partners LLP Equity Hybrid Funds 31 Mar 2023-12.67%11.11%19.58%--19.78%

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Products

Valtrust Momentum PMS