Enabling Digital Wealth Management
Enabling Digital Wealth Management
Wealth Manager . Private Banking . Banks
Get competitive and scalable by adding digital intelligence and personal touch to your advisory. A ROBO Assist Investment Platform powered by data sciences, customer experience and open tech that seamlessly integrates as a plug and play solution.
Investment Management Portfolio Intelligence Delivered
Investment Management Portfolio Intelligence Delivered
Portfolio Managers . Hedge Funds . Pension Funds
Portfolio Intelligence Delivered!!
Drive better performance through our decision enabling comprehensive performance analytics. 360 Degree Performance analytics to suit your fund management style with zero manual intervention and increased productive time.
Our Platform
Highly Customizable Engine As The Core With Need Based Feature Development Adaptability As The Shell!
Digital Robo-Advisory Platform
Digital Robo-Advisory Platform
A technology solution that empowers digital financial advice for Wealth Managers, Banks and Financial Advisors to enhance their process of traditional or digital advisory for their customers.
Multi Asset Portfolio Analytics Solution
Multi Asset Portfolio Analytics Solution
A solution for portfolio managers which seamlessly integrates with middle and back office to produce on demand performance, attribution and risk analysis.
Client Stories
Rakesh Singh
Cheif Executive Officer,
Aditya Birla Finance
In terms of all the innovation which is happening across the industry...
Chandresh Nigam
Saumya Rajan
Founder, Managing Director & CEO-
Waterfield Advisors
The ability to work with a company like Valuefy enable us to bring cutting edge...
Bharat Shah
Nilesh Shah
Managing Director,
Kotak AMC. Ltd.
We chose Valuefy as someone who will take care of our data integration....
Nilesh Shah
$150 Bn
Managed on our platform
Rely on our decision analytics
Data points processed for decisions
Press Release
Robo Advisory Platform
Mumbai  |  05 Apr 2017
Valuefy powers unique tech enabled robo advisory platform "trip" launched recently by motilal oswal.
The Edge Market - Malaysia
Malaysia  |  10th March, 2018
Shrikant Tiwari, Vice-President talks about the launch of Valuefy Solutions in the SEA region.