Valuefy is a premier investment management technology with cutting-edge solutions serving the
leading financial institutions in India and across the world
Get a 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 the
advisor and client portal, freeing up advisor time to focus on investment strategy.
Meet the people
A Team of Finance and Technology Experts
Dedicated to building and delivering a world-class Investment Wealth Management
Solution enabling wealth managers to perform and attain scalability
Full-stack entrepreneur. Passionate about
Director / Strategic
Fintech entrepreneur focused on global market
Partner - Clients & Markets
Fintech Sales professional with a knack of
Experienced in leading teams and delivering
Chief Technology Officer
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
A polymath and a leader with more than 25 years in banking and technology
Entrepreneur. Executive team member with multi billion dollar
Product evangelist who enhances the analytical capabilities of the product and he likes cracking problems.
Market Development and Expansion - SE & NE Asia
Mahendra likes to Walk the Talk and he is passionate about FinTech & Fitness.
Sr. Sales Specialist – India Region
Prasad understands the wealth industry and he looks after India business. He is passionate about technology & football.
A Product manager creating scalable integrations and is great at converting data to insights.
Experienced in Back Office and Integration management
Over the years
Multi Tenant , Multi Country Cloud/SAAS platform
Setting up an European presence for global expansion
Top 5 Banks using the Wealth Platform
International expansion started with Singapore and Dubai markets
Front to Back Wealth Product for Indian Market
3 out of 5 Top Asset Managers
First Bank as a Client
Migrated to Cloud
Industry wide Performance attribution for 5000 Funds on demand