Kotak AMC – Evolving with Time

Valuefy

Overview

HEADQUARTERS

Menlo Park, California

Founders

Nilesh Shah

PARTNERS

Tom Baker Matthew Kenaston

ESTABLISHED

Menlo Park, California

ASSETS UNDER ADVISEMENT

$450 million

TEAM MEMBERS

2

CLIENTS SERVED

130 families

TECH PARTNER INTEGRATION

Redblack Salesforce

CUSTODIAN

Schwab Gateway

CHALLENGE

Kotak Asset Management Limited wanted to replace their traditional hunch-based investment advisory with data and analytics based advisory.

They needed a technology solution that could arm their fund managers with extensive online information and analytics, enabling them to pull research insights from across sectors and thus continue to maintain their alpha over benchmark indices.

The Solution

Valuefy came up with a product solution that was cost-effective and also wholly satisfied all of the requirements of the client.

The conceptualized solution was specifically customized to take care of the client’s existing data issues and improve their operational processes. The solution not only helped the client maintain their alpha over benchmark indices, but also to significantly outperform them.

The Result

Since its initial launch, Valuefy’s Wealth Management Solution quickly went on to become a part and parcel of Kotak’s day to day investment processes.

Fund managers could track their portfolios even beyond their office premises. The solution produced impressive metrics of success that proved to be a continuous evidence of its superior business value and return on investment.