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 and attain scalability

Executive Team

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.

Siddhartha Lahiri
Chief Technology Officer (CTO)

Building Valuefy as one of the world's leading WealthTech by innovating a secure and state-of-the-art technology platform powered by a youthful and happy engineering team.

Advisory Team

Madhu Avalur
Founder & Group CEO

Serial entrepreneur, investor, advisor and board member in 5 continents since 1995

Pradeep Menon
Managing Director

Entrepreneur. Executive team member with multi billion dollar sales experience

Core Team

Akshay Kumar
Product Manager
Chetan Chaudhary
Market Development and Expansion - MEA region
Mahendranath Pal
Market Development and Expansion - SE & NE Asia
Nikhil Prasad
Product Manager
Prasad Janardhanan
Sr. Sales Specialist – India Region
Sameer Bordiya
Product Manager
Yogesh Gadgil
Product Manager

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 platform

2012

Fixed income attribution launched with clients

2011

Equity Attribution for Asset Managers

2010

Founded

2022
2020
2018
2016
2014
2012
2010

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