Our Family office suite covers the core of data aggregation to provide sophisticated multi-asset, multi-currency analytics to enable smarter decision making for Relationship Managers and Advisors

Plug & Play Wealthfy to

Embrace the digital transformation of financial advisory with our High-Tech and personal touch investment platform

Portfolio Insights for complex portfolios to help CIOs engage and advise meaningfully

Holistic view of assets across portfolios combined with unique attribution and visualization capabilities to empower the Informed selection of managers

Light, cost-effective SaaS application deployed on the cloud, that delivers private banking sophistication

Leverage our ecosystem to scale and expand technology as the need arises using open APIs for upward and Downward Integrations

Case Study

Validus Wealth

Evolving with Time

Validus Wealth wanted to further enhance its next generation private client platform by effectively and consistently leveraging the collective capabilities of its 500 talented team members.

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Portfolio Attribution to explain your Alpha

Data Management for Holistic View

“The ability to work with a company like Valuefy enables us to bring cutting edge analytics and digital solutions to our clients which was not something that they would have seen or their previous generations would have actually noted.”

Soumya Rajan

Founder, Managing Director & CEO- Waterfield Advisors

"I think the success of any platform is reflected by the usage, the response was uniformly very positive. And till today, the number of logins into the system actually keep increasing every single time."

Parinaz Vakil

IIFL Wealth

"Valuefy does a great job in filling that gap of looking at portfolios, aggregating risks, aggregating the underlying. They have this remarkable way of analyzing a client's portfolio in an institutional grade investment process."

Atul Singh

CEO & Founder, Validus Wealth

"We chose Valuefy as someone who will take care of our data integration, as someone who will create solution which is customized for us and third party solution we can use to empower our portfolio managers."

Nilesh Shah

Managing Director, Kotak AMC. Ltd.