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

Founded

2022
2020
2018
2016
2014
2012
2010