Value Plus - The Family Office

Overview

Value Plus describes itself as a family office based in Vadodara, with a presence in Ahmedabad, Surat, Bhavnagar, Jamnagar, and Los Angeles. The firm identifies its operating business as Valueplus Investment Advisors Pvt Ltd.¹²

History

Value Plus - The Family Office was founded in 1979.¹

Leadership and Team

The firm says its team includes chartered accountants, MBAs, Certified Financial Planners, and Chartered Financial Analysts.¹

Services

Value Plus lists wealth management, risk management, and project funding among its services.¹

What the firm offers

• Investment management
• Risk and insurance

Client Focus

Value Plus says it works with affluent families and entrepreneurs, including high-net-worth individuals, ultra-high-net-worth individuals, industrialists, and business houses. The firm reports having served more than 5,000 clients.¹

Approach

Value Plus describes its approach as centered on serving clients rather than operating as a product-driven profession.¹

Publications

The firm publishes *Lifeline*, a monthly newsletter featuring research, articles, analysis, and economic and lifestyle updates.¹

FAQs

Related resources

• LocationMultifamily offices in India

  Use this India-focused page to compare how family offices serve affluent households across cities and wealth profiles. It gives a reader assessing Value Plus in Vadodara context for considering where investment management, risk planning, and project funding fit within broader Indian family office practices.

• GuideMultifamily office services

  This services guide outlines common family office work, including portfolio oversight, insurance coordination, governance, and support for business or project capital. A family or entrepreneur can use it to frame questions for Value Plus about the mix of investment management and risk services needed.

• Network siteFamilyBusinesses.com

  FamilyBusinesses.com offers a directory and practical playbooks for owners managing family enterprises. Its material can help a Vadodara business family think through succession, ownership decisions, and funding needs before discussing project finance or wealth management with a family office.

• GuideOutsourced CIO vs multifamily office

  This comparison explains how an outsourced CIO differs from a multifamily office in mandate, staffing, and scope. Readers can use the distinctions to decide whether they need investment-only oversight or a wider arrangement that also addresses insurance risk and family or business capital needs.

• Similar firmsAlpha Capital
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  Reviewing Alpha Capital, Blue Ocean Multi Client Family Office LLP, and Client Associates provides reference points for comparing firm profiles on this site. A prospective client can examine differences in stated services, locations, and client focus, then prepare focused questions for Value Plus in Vadodara.

Sources

1. Value Plus - The Family Office on LinkedIn
2. Valueplus Investment Advisors client portal

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.