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

Overview
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.

Global Clients










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
Executive Team
Advisory Team
Core Team

Akshay Kumar
Product Manager

Mahendranath Pal
Market Development and Expansion - SE & NE Asia

Prasad Janardhanan
Sr. Sales Specialist – India Region

Sameer Bordiya
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