Valuefy

WealthTech. Native.

Built at the intersection of finance, quant, technology, AI, and user experience. Most platforms are strong in two of those. We built Valuefy on the belief that all five had to live in the same room.

Five disciplines. One product.

  • 01FinanceWealth management fluency.
  • 02QuantFinancial engineering expertise.
  • 03TechnologyCloud-native architecture.
  • 04AIIntelligence woven in.
  • 05UXBuilt for professionals.

2010. A simple bet.

That institutional-grade analytics, paired with the right UX, was wealth management's most interesting problem.

Still is.

2010
Founded
$300B+
Managed on platform
50+
Institutional clients
10+
Geographies

Trusted across India's leading financial institutions

HDFC
ICICI
Barclays
IDFC
Waterfield
360One

Leadership.

Srutaban Mukhopadhyay, CEO

Srutaban Mukhopadhyay

CEO

25+ years in wealth and investment management

Former advisor, Barclays

CA · MBA, IIM Lucknow

Sharad Singh, Founder

Sharad Singh

Founder

25+ years in Technology, Product and Financial Engineering.

Ex-Infosys, Fractal

Engineer · MBA, IIM Ahmedabad

Vivek Singal, Founder

Vivek Singal

Founder

20+ years in Analytics and Business Expansion.

Ex-Fractal, CG

Engineer · IIT Bombay