About us
Company
Valuefy is a premier investment technology lab with cutting edge solutions serving the leading financial institutions in India and across the world

Overview
Get deeper understanding of every product interaction, customer experience, process flow, or data pipeline. Instantly detect, analyze and act on every anomaly or opportunity before it’s too late.
Gives you a competitive edge by empowering you with portfolio intelligence on your client’s portfolio. Our powerful visualization widgets can seamlessly integrate with advisor and client portal, freeing up advisor time to focus on investment strategy.

Global Clients












Meet the people
A Team of Finance and Technology Experts
Dedicated to building and delivering a world-class Wealth Management Solution enabling wealth managers to perform to attain scalability

Sharad Singh
CEO
Full-stack entrepreneur. Passionate about finance, CX and technology.

Vivek Singal
Director / Strategic Initiative
Fintech entrepreneur focused on global market expansion.

Shrikant Tiwari
Partner - Clients & Markets
Fintech Sales professional with a knack of market understanding.

Aditya Barve
COO
Experienced in leading teams and delivering wow to clients.

Sameer Bordiya
Product Manager
A Product manager creating scalable integrations and is great at converting data to insights.

Akshay Kumar
Product Manager
Product evangelist who enhances the analytical capabilities of the product and he likes cracking problems.

Nikhil Prasad
Product Manager
Full stack product manager building platforms for Multi market. He works closely with engineers, and UX designers.

Mahendranath Pal
Market Development and Expansion - SE & NE Asia
Mahendra likes to Walk the Talk and he is passionate about FinTech & Fitness.

Chetan Chaudhary
Market Development and Expansion - MEA region
An experienced Sales Professional with experience across Private Banking, Wealth Management, SaaS and Software sales

Prasad Janardhanan
Sr. Sales Specialist – India Region
Prasad understands the wealth industry and he looks after India business. He is passionate about technology & football.

Chitij Chauhan
CISO
Dynamic CISO and Valuefy's trusted infosec captain , GRC and data privacy expert.
Over the years
Our Journey
2022
Multi Tenant , Multi Country Cloud/SAAS platform
2021
Setting up an European presence for global expansion
2020
Top 5 Banks using the Wealth Platform
2019
International expansion started with Singapore and Dubai markets
2018
Front to Back Wealth Product for Indian Market
2017
3 out of 5 Top Asset Managers
2016
First Bank as a Client
2015
Migrated to Cloud
2014
Industry wide Performance attribution for 5000 Funds on demand
2013
100 Billion AUM serviced on valuefy platfrom
2012
Fixed income attribution launched with clients
2011
Equity Attribution for Asset Managers
2010