Amit Khosla

[Amit Khosla @khoslaamit]

Hyundai India road side assistance- contacted them at 12noon and still no revert…useless..!!#Hyundai

[Rahul Bhutoria @BhutoriaRahul]

Every year, Women’s Day brings a wave of appreciation, celebrations, and conversations. But real impact is reflected in what happens the rest of the year.​

Some of the most defining moments at @valtrustcapital have been led by the women in our team—not because they were women, but because they were the right people to lead. That distinction matters.​

To the women of Valtrust and everywhere—thank you for the impact you create, the decisions you make, and the future you continue to shape. Today is a reminder, but every day is proof of what truly matters.​

Happy International Women’s Day!​​

#InternationalWomensDay #WomenInFinance #MultiFamilyOffice

[Shuchin Bajaj @shuchinbajaj]

Many many congratulations @himanshupolymed for such a great achievement! You are an inspiration to all of us working in the healthcare industry!! EY Entrepreneur of the Year! 👏🏻👏🏻

[Valtrust @valtrustcapital]

At @valtrustcapital, 2024 reminded us that true success stems from humility, curiosity, and a desire to grow. This year was a journey with twists, turns, and a few “wow, we really did that!” moments along the way.

To our clients, partners, the Valtrust team, and everyone who’s cheered us on—you’ve been the wind beneath our wings (or should we say the steady hand on the wheel?). Together, we have delivered consistent value and built a foundation of trust.

Looking ahead, our promise remains the same: to aim higher, stay humble, and never stop learning.

Here is a quick look at how we spent 2024—building partnerships, expanding our horizons, and setting the tone for what’s next.

@arihantbardia, @BhutoriaRahul, @khoslaamit

#Gratitude #YearInReview #MultiFamilyOffice

[Valtrust @valtrustcapital]

There is a renewed interest of investors in US stocks. This has driven Overseas ETFs to trade at a premium in India, as these funds face limitations on adding new units due to stringent regulations.

@arihantbardia, Founder and CIO, @valtrustcapital has explained in a @CNBCTV18Live interview how investors can take advantage of this opportunity.

Please read the complete interview here: https://t.co/6FRNQTzGzd

@BhutoriaRahul, @khoslaamit

#OverseasETFs #LRS #MultiFamilyOffice

[Rahul Bhutoria @BhutoriaRahul]

I am often taken back to this famous dialogue from The Godfather.

Where this might be true for some businesses, for a multi-family office, it’s often the opposite.

Business is personal. A family's business decisions, wealth, and legacy are intricately tied to their identity and values. And this is why often our conversations with clients transcend the boundaries of traditional investment discussions.

Being advisors, we wear many hats. Sure, we start as financial advisors, but somewhere along the way, we end up becoming sounding boards, strategists, and even trusted confidants.

Indeed, numbers tell a story, but they don’t tell the whole story.

Often when we sit down with families and investors, it’s not just about their portfolios. It’s about understanding their businesses—their vision, the opportunities they see, the challenges they face, and even critical milestones.

Being their advisors truly means aligning challenges when financial planning intersects with life’s complexities.

Why? Because for most families, their business is the cornerstone of their wealth—their main source of income and a key driver of their legacy.

Whether it’s a founder wrestling with succession decisions, a family navigating generational differences, or fundraising through private equity or capital markets, wealth is deeply personal.

An advisor’s job begins beyond spreadsheets. Hence, it is essential to look beyond numbers on a balance sheet and understand the stories, aspirations, and values behind the wealth.

Our role is not just to maximise returns but to protect, preserve, and position it for a greater purpose—ensuring it supports families for generations and contributes meaningfully to the communities they are a part of.

Risk-adjusted returns act as the balancing point. They translate abstract goals—like preserving wealth for future generations or funding a philanthropic vision—into actionable strategies.

This lens allows clients to navigate life’s uncertainties, knowing their wealth is positioned not just for growth, but for resilience.

By focusing on the bigger picture, we deepen relationships with our clients, adding value beyond the financial.

This is the philosophy that guides us at @valtrustcapital: Building Lasting Partnerships Beyond Investments

#WealthManagement #LegacyPlanning #FamilyOffice #RiskAdjustedReturns #FinancialAdvisory #InvestmentManagement

Image Credit- MagicalQuote

[Valtrust @valtrustcapital]

On this auspicious occasion, may we all find the strength to move forward with purpose and unity.

Wishing you and your loved ones a very happy Dussehra from team @valtrustcapital.

#Dussehra2024

[Rahul Bhutoria @BhutoriaRahul]

I once worked with a family who asked us for advice on managing a recent inheritance. What stood out wasn’t the size of the portfolio but the emotional weight behind it. They weren’t just focusing on risk-adjusted returns; they wanted someone who could understand the story behind their wealth, their values, and the legacy they hoped to build.

In our industry, numbers, returns, and performance charts often dominate the conversation. But the truth is, numbers don’t tell the whole story—people do. That’s where trust begins.

Clients want to know who’s behind the strategy, the decisions, and the management of their assets. They aren’t just looking for a service—they want a partner they can trust. It’s this personal connection that transforms numbers into meaningful outcomes. Such a service or a partnership cannot be faceless.

With greater wealth comes increasing complexity. Many people assume that larger firms, with their big AUMs, should be cost-effective. But when cross-selling and upselling come into play, it can create the illusion of cost-free services—yet we all know there’s no such thing as a free lunch.

Given the level of trust involved in the industry - you do not want to be paying without realising this cost.

For us, proactively navigating these complexities requires strategies designed to withstand market cycles. We add value by deploying highly personalised strategies crafted with precision by professionals with years of experience in Investment and not just Investment management.

As a portfolio expands, so does its intricacy—much like preparing for a high-stakes game where each level brings new challenges. It’s not just about managing more; it’s about managing better….

A growing AUM is indeed a sign of success. But it’s also the trust we build and the complexities we solve along the way that truly define us. And without it, eventually, no portfolio stands strong.

@valtrust_capital

#Wealth #LegacyPlanning #MultiFamilyOffice

[Valtrust @valtrustcapital]

The Union Budget 2024 has introduced substantial changes aimed at driving economic growth, enhancing infrastructure, and promoting fiscal stability. As investors and diligent tax payers, it becomes crucial to understand these changes to effectively navigate the new fiscal landscape.

Our upcoming webinar will provide an analysis of the budget's key highlights, discussing the opportunities it presents and the challenges it poses. Discover invaluable insights and understand how the budget impacts your investments.

Join our exclusive webinar: "Union Budget 2024 - Opportunities & Challenges" featuring:

🎙️ @BhutoriaRahul, Co-Founder & Director of @valtrustcapital

🎙️ @ca_vaibhav, Partner at @DhruvaAdvisors

🗓️ Date: Wednesday, 24 July 2024

🕒 Time: 3:00 PM IST

👉 Register here for the webinar: https://t.co/t1phnrlOQ6

Stay ahead of the curve!

#UnionBudget2024 #InvestmentOpportunities #Webinar #MultiFamilyOffice

[Valtrust @valtrustcapital]

In this article by @livemint, @BhutoriaRahul, Co-Founder and Director, @valtrustcapital, highlights the differences between passive funds and their actively managed counterparts.

He shares that active funds provide a dynamic approach that can be particularly advantageous during market corrections.

Read the article here- https://t.co/LLMp9MwGTm

#PassiveFunds #ActiveFunds #MultiFamilyOffice

[Rahul Bhutoria @BhutoriaRahul]

Valtrust Momentum continues with its impressive performance. The 1 year return was 91%, significantly outpacing its benchmarks.

Valtrust Partners manages’ investments under the umbrella of a SEBI-licensed Portfolio Management Service (PMS). The flagship Investment Strategy “Valtrust Momentum” is based on the Momentum factor investing.

Detailed deck: https://t.co/35oAzoKgAN

[Valtrust @valtrustcapital]

A significant milestone for @valtrustcapital Partners yet again! We are proud to share that our Valtrust Momentum PMS has not only delivered 85% returns in a year but also secured the 12th position among 338 schemes in @PmsBazaar’s rankings. We were also ranked 5th in both 3 months & 6 months’ performance.

But what sets us apart goes beyond the numbers – our investment strategy, which takes advantage of human biases and is able to deliver superior risk-adjusted returns.

Valtrust Partners manages investments under the umbrella of a SEBI-licensed Portfolio Management Service (PMS). The flagship Investment Strategy “Valtrust Momentum” is based on the Momentum factor investing.

For more details, write to us at [email protected]

#PMSBazaar #TopPerformance #MultiFamilyOffice

[Valtrust @valtrustcapital]

‘A quick breather from market discussions, bulls and bears. Let’s go try to see some tigers.’

That was the thought of the team when @valtrustcapital chose Ranthambore National Park as the venue for our recent offsite.

We spent a couple of days unwinding and strategising in the soothing embrace of nature. Team-building took place organically - over Carrom and Cricket, campfires and conversation, meals and ideas.

In terms of spotting wildlife, our luck was mixed. We did not see any tigers. But in every other sense the trip was a roaring success.

Here’s to a strong and energized team filled with a sense of purpose, collaboration, and camaraderie.

#Offsite #TeamBonding #MultiFamilyOffice

[Valtrust @valtrustcapital]

We now have a WhatsApp community, "Valtrust Investment Updates".

By joining the community, you will receive regular updates on market trends, investment insights, opportunities to invest in the Indian and global markets, and much more directly from our team.

We aim to share our expertise and keep you informed on the opportunities that matter to you!

Use the link to join-
https://t.co/KFOMbCGWTr

@valtrustcapital

#WhatsAppCommunity #InvestmentUpdates #MultiFamilyOffice

[Valtrust @valtrustcapital]

The need for women to actively take control of their finances in today's era cannot be stressed enough as a necessity.

This International Women’s Day, join us in empowering women to become confident investors and enable them to actively take control of their finances.

@valtrustcapital brings you 𝐄𝐦𝐩𝐚𝐇𝐞𝐫, a purpose-driven initiative that aims to dispel fears around investing and address the unique financial challenges faced by women. Encouraging the sharing of experiences and highlighting the importance of preparing women for financial independence will ultimately translate into their overall financial and mental well-being.

Through 𝐄𝐦𝐩𝐚𝐇𝐞𝐫, the focus is on educating women for a financially stable future, ensuring they receive straightforward and honest financial guidance.

#EmpaHer #FinancialWellnessforHer #MultiFamilyOffice

[Valtrust @valtrustcapital]

@valtrustcapital wishes you a day filled with togetherness, diversity, and the spirit of being Indian. Happy Republic Day.

#HappyRepublicDay #multifamilyoffice

[Valtrust @valtrustcapital]

In this interview with Rajeev Kumar of @FinancialXpress, @BhutoriaRahul, Co-Founder and Director, @valtrustcapital explains how buybacks isn’t only exclusive to large-caps but small & mid-cap companies are also diving headfirst into this tax-efficient strategy.

[Valtrust @valtrustcapital]

On this occasion, let's pray to the divine light to fill our lives with joy, hope, and prosperity.

Wishing all a very happy and blessed Diwali from the @valtrustcapital family.

#HappyDiwali #festivegreetings #multifamilyoffice

[Valtrust @valtrustcapital]

Wish you all a very Happy Diwali from all of us at Valtrust!!

[Valtrust @valtrustcapital]

2023: Third Quarter Wrap - https://t.co/HanaDzDAjJ]