For Banks & NBFCs
Ship like a fintech. Trust like a bank.
A configurable wealth platform that runs on your rails - branded to your standards, integrated with your core, ready to ship fintech-grade journeys at scale.
Customer experiences your customers won't outgrow.
Branded digital journeys that hold their own against any fintech, configured in workflow rather than engineering.
Your brand, ground-up
White-label mobile app and customer portal - every screen, every flow, every word follows your design system.
Goal-based investing at retail scale
Retirement, education, home, wealth - each goal a tracked journey with rebalancing built in, ready for millions of customers.
Custom journeys, fast
Configure new journeys in workflow, not engineering - launch a tax-saving SIP campaign or a structured-product journey in weeks.
From the customer who downloads the app to the family running ₹500 Cr - one platform, one client record.
Robo for mass affluent. Assisted for the middle. White-glove for HNW. Same engine, different journeys.
Mass affluent → DIY
Robo-style guidance, goal journeys, automated rebalancing. Designed for the ten-million-customer base.
Affluent → Assisted
Same engine, with branch banker and call-center support woven into every journey.
HNW → White-glove
RM cockpit, IPS-driven advisory, model portfolios, custom proposals - at private-bank depth.
Configure once. Connect to every system that matters. Run on your stack.
The plumbing is pre-built. The configuration is yours.
Core banking integration
Accounts, holdings, payments synced into wealth - one customer view across the bank.
The infrastructure that lets you serve millions without losing sleep.
Every action governed. Every action explainable.
Maker-checker on every consequential action
Two-eyes principle baked into the workflow, not bolted on as policy.
Full audit trail
Every click, every approval, every override - replayable for any regulator, any time.
UAM that scales
Granular permissions across thousands of users, hundreds of branches, multiple regions.
We've sequenced this with leading universal banks.
Four phases. No rip-and-replace. Each phase a working layer before the next begins.
Front office bolted on
Reporting and RM cockpit on top of your existing core. Quick win, no disruption.
Customer journeys live
Branded mobile and digital onboarding journeys, integrated with KYC and KRA.
Advisory and execution
Robo, model portfolios, BSE Star integration. The wealth engine going live.
AI layer activated
Cross-sell intelligence, automation agents, planning engines.
See how leading banks run wealth on Valuefy.
Walk through how one of our banking customers configured their stack - and what your phased rollout could look like.