© 2026 Wisefolio. Legal and disclaimers
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
Past performance is not indicative of future returns. All returns are time-weighted (TWRR). Investments in securities markets are subject to market risks. Read all the related documents carefully before investing.
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
| Period | This strategy | Nifty 50 TRI | Difference |
|---|---|---|---|
| 1 Month | −3.7% | −6.0% | +2.4% |
| 3 Months | −3.7% | −4.9% | +1.2% |
| 6 Months | +19.1% | +2.1% | +16.9% |
| 1 Year | +10.4% | −7.1% | +17.5% |
|---|
| 2 Years | +2.8% | −5.3% | +8.1% |
|---|
| 3 Years (CAGR) | +14.5% | +6.1% | +8.4% |
|---|
| 4 Years (CAGR) | +8.9% | +8.5% | +0.5% |
|---|
| 5 Years (CAGR) | +3.4% | +6.4% | −3.0% |
|---|
| Since launch | +4.3% | +10.5% | −6.2% |
|---|
As of Sept 2026
Risk metrics as of 2026-09-01 · 60-month window · Source: Computed from NAV history
Maximum drawdown: 27.9%
Valpro’s story and investment philosophy are on the Valpro firm page.
GK Satish
Managing Director
Former Director (Planning & Business Development), Indian Oil Corporation with 38+ years across hydrocarbons, natural gas, renewables and corporate planning.
Sandeep Jain
Managing Director
Energy sector veteran with 38 years at Indian Oil Corporation. Expert in LNG, CGD, cross-border energy infrastructure and strategic partnerships.
A. S. Ujwal
Business Development & Marketing
Former Executive Director at Indian Oil Corporation with three decades of oil & gas industry experience.
I.S. Rao
Business Development & Marketing
Oil & Gas professional with 30+ years experience across LPG, LNG sourcing, pipelines and corporate planning.
Subodh Kumar
ESG Advisory
Former Executive Director at Indian Oil Corporation with 38+ years in petrochemicals, renewable energy, biofuels and sustainable development.
Archana Kalra
Family Office Management
Fellow Chartered Accountant specializing in taxation advisory, structuring and compliance.
Subhash Srivastava
Family Office Management
Fellow Chartered Accountant focusing on financial structuring, compliance and real estate transaction execution.
Sumit Aggarwal
Investment Banking
Investment banking professional with experience in M&A, PE transactions and structured finance. Formerly with KPMG.
Rianty Dewi Astuti
Startup Advisory & Funding
Experienced in financial advisory, due diligence and startup ecosystem development.
Pratap Singh
Portfolio Management Services
18+ years experience across investment banking, finance and portfolio management.
Priyanka Laroiya
Portfolio Management Services
Equity research professional with strong financial analysis expertise and market evaluation experience.
Anshuman Khanna
BoardDirector
Chartered Accountant and lawyer with experience in investment banking, PE, real estate and transaction structuring.
Chaitanya Gadia
BoardDirector
Chartered Accountant with experience in taxation, capital markets and real estate investments.
Neha Khanna
BoardDirector
Chartered Accountant and Oxford MBA with background in investment banking, advisory and risk management.
M.A. Pathan
AdvisorBoard of Advisors
Former Chairman of Indian Oil Corporation and board member of Tata Sons. Advises ValPro on strategy, transactions and business development.
Santosh Gadia
AdvisorBoard of Advisors
Co-founder of ValPro with over four decades of experience across Oil & Gas, Mining, Shipping and Garment exports.
Registration No
INP100007189
Fund Manager
Mr.Anshuman Khanna
Principal Officer
Mr.Anshuman Khanna
Inflow
₹0.00 Cr
Outflow
₹0.00 Cr
Net
₹0.00 Cr
Not reported — complaint data for this strategy isn't available yet.
Share a few details and our team will walk you through the next steps.
Be the first to discuss ValPro Balanced B PMS — share your research, ask questions, or compare notes with other investors.