Valtrust is a bespoke, multi-family office, offering investment advisory and financial solutions to families and individuals in order to grow and preserve their wealth, and ensure inter-generational wealth transfer.  

Wealth is a sensitive matter, inheritance even more so. There are so many complexities involved in family wealth that you need the right advisory. This is where Valtrust acts as a family confidant to guide and oversee intergenerational wealth transfer and support you in navigating through family finance complexities. 

The relationship between investment advisors and clients is generally transactional. Valtrust operates on a different premise. We bring in the intimate touch, upholding Value and Trust as our precious capital. With access to domestic and international markets and an in-depth understanding of different products, we open the doorway to a new world for our customers wherein they get local and global exposure. 

Our profits? Seeing this family grow in the form of our clients. And knowing that our longevity and permanence are assured because we’re ever committed to being Valtrust. 

Trust we earn, Value we create.

Valtrust

Amit Khosla

This department focuses on analyzing financial markets and investment opportunities to support informed decision-making.

Investment Research

This department oversees the strategic direction and governance of the organization.

Executive Management

This department focuses on analyzing investment opportunities and providing insights to support decision-making.

Investment Analysis

This department focuses on providing guidance, support, and development opportunities for individuals through mentorship programs.

Mentorship Services

This department manages operational effectiveness and ensures adherence to compliance standards.

Operations and Compliance

This department focuses on establishing and nurturing strategic partnerships to enhance business growth.

Valtrust

Org chart

Teams

Investment Research

Executive Management

Investment Analysis

Mentorship Services

Operations and Compliance

Partnership Development

Offices

Valtrust

Org chart

Teams

Investment Research

Executive Management

Investment Analysis

Mentorship Services

Operations and Compliance

Partnership Development

Offices

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