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Valtrust Momentum

Valtrust Partners Llp

75.66 CR AUM

Valtrust Momentum

Valtrust Momentum

Valtrust Partners Llp

75.66 CR AUM

BSE 500 TRI
Benchmark
3yr 3mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
BSE 500 TRI
Benchmark
3yr 3mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Fund manager

vishal khatri

Fund Manager
EQUITYStrategies

Vishal Khatri has 12+ years of professional experience in Investment advisory and investment banking, having a demonstrated track record for identifying stocks, formulating investment strategies and managing risk. He has been associated with various boutique investment banks and advisory companies such as Indcap Advisors, VT Investment Advisors and AFII Corporate Advisors. Has worked in various domains of financial modelling, equity research and analysis with exposure to multiple sectors, M&A due diligence and have also advised on transactions of foreign infra companies in India. He qualification is BBA, MBA (Finance), and a SEBI registered 'Portfolio Manager'. Designated as Principal Officer at Valtrust PMS.

Vishal Khatri has 12+ years of professional experience in Investment advisory and investment banking, having a demonstrated track record for identifying stocks, formulating investment strategies and managing risk. He has been associated with various boutique investment banks and advisory companies such as Indcap Advisors, VT Investment Advisors and AFII Corporate Advisors. Has worked in various domains of financial modelling, equity research and analysis with exposure to multiple sectors, M&A due diligence and have also advised on transactions of foreign infra companies in India. He qualification is BBA, MBA (Finance), and a SEBI registered 'Portfolio Manager'. Designated as Principal Officer at Valtrust PMS.

Purpose

Generate capital appreciation over medium to long term by capitalizing on the continuance of an existing market trend.

Investment Approach v/s Benchmark Metrics

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1M IA return
14.06%
1M benchmark return
10.38%
Alpha
3.68%
1M Wealth multiple
1.14x

Investment Approach v/s Benchmark Performance

2026
2026
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Wealth Creation Calculator

1M IA return
14.06%
1M benchmark return
10.38%
Alpha
3.68%
1M Wealth multiple
1.14x

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