Enabling Digital Wealth Management

Enabling Digital Wealth Management

Wealth Manager . Private Banking . Banks
Get competitive and scalable by adding digital intelligence and personal touch to your advisory. A ROBO Assist Investment Platform powered by data sciences, customer experience and open tech that seamlessly integrates as a plug and play solution.
Investment Management Portfolio Intelligence Delivered

Investment Management Portfolio Intelligence Delivered

Portfolio Managers . Hedge Funds . Pension Funds
Portfolio Intelligence Delivered!!
Drive better performance through our decision enabling comprehensive performance analytics. 360 Degree Performance analytics to suit your fund management style with zero manual intervention and increased productive time.
Our Platform
Highly Customizable Engine As The Core With Need Based Feature Development Adaptability As The Shell!
Digital Robo-Advisory Platform
Digital Robo-Advisory Platform
A technology solution that empowers digital financial advice for Wealth Managers, Banks and Financial Advisors to enhance their process of traditional or digital advisory for their customers.
Multi Asset Portfolio Analytics Solution
Multi Asset Portfolio Analytics Solution
A solution for portfolio managers which seamlessly integrates with middle and back office to produce on demand performance, attribution and risk analysis.
Client Stories
Rakesh Singh
Cheif Executive Officer,
Aditya Birla Finance
"In terms of innovation which is happening across industries, I wanted to bring the “uber” experience to the wealth management space. And that’s how we really identified Valuefy who created a technology platform which standardize the right advise and research for my customers, channel partners & relationship managers."
ASK Group
Soumya Rajan
Founder, Managing Director & CEO-
Waterfield Advisors
The ability to work with a company like Valuefy enables us to bring cutting edge...
Bharat Shah
Nilesh Shah
Managing Director,
Kotak AMC. Ltd.
We chose Valuefy as someone who will take care of our data integration....
Nilesh Shah
$250 Bn
Managed on our platform
Rely on our decision analytics
Data points processed for decisions

Awards and Recognition

Wealth Tech 100

Best Indian Fintech Solution

WealthBriefingAsia AWARDS 2019
Wealth Tech 100

Best India-Based Technology Firm

WealthBriefingAsia AWARDS 2019
Wealth Tech 100

Top 100 Innovators in FinTech

Fintech Global

The Most Innovative Wealth Management Platform

IAMAI Digital Summit 2019

Best Wealth Management Technology Platform


Leading Fintech Company

Press Release
Robo Advisory Platform
The Times of India  |  29 Jan 2018
Valuefy enables Equitas Bank to launch their Digital Wealth Management Platform
The Edge Market - Malaysia
Business Today  |  08 Jun 2018
Sharad Singh talks about the scope for immense growth in investment and wealth technology.