Valuefy

Order. Book. Online. Offline.

Mutual funds to international investing, search to settlement - every transaction managed from one platform.

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Every product, every mode. One order book.

Managing transactions across products shouldn't mean managing across systems. One platform handles it all.

Every product, one order book

MFs online, alternatives offline, international investing - your entire product shelf transacts from one platform, however clients choose to invest.

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Woven into every journey

Whether a client searches for a fund, an RM acts on a rebalancing recommendation, or a model portfolio triggers a trade - execution flows naturally from every starting point.

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Investing that feels like shopping

A cart to build, a checkout to review, modes that fit every client - the entire transaction experience redesigned around how people already buy things.

Order placed · 2s

Online execution. Every way clients want it.

Online MF execution via BSE-Star and RTA - lumpsum, SIP, STP, SWP, switch, redeem - plus international equities and CTF-based transactions.

BSE-Star & RTA

Dual rails for MF execution - switch, retry, and route orders through whichever channel clears fastest.

All transaction types

Lumpsum, SIP, STP, SWP, switch, redeem - one interface for every transaction pattern clients actually use.

International equities

Global investing alongside domestic - executed through CTF-based flows, booked in the same order book.

Alternatives. In the same book.

Template-based uploads for equities, bonds, PMS, AIF, FDs, and insurance - unified tracking in a single order book.

Template-based uploads

Upload offline trades via product-specific templates - validated, mapped, and ingested without re-keying.

Every product supported

Bonds, PMS, AIF, fixed deposits, insurance - every product your firm distributes, tracked like a digital trade.

Unified order book

Online and offline orders side by side, same statuses, same reports - clients and RMs see one book.

Every client, every path. Same compliance.

Client DIY from the app, RM-assisted with 2FA, bulk execution for operations - same compliance, different paths.

Client DIY

Clients transact from the mobile app or portal - end-to-end self-service, authenticated and logged.

RM-assisted

RMs execute on behalf of clients with 2FA authentication - the assist model most portfolios still run on, done properly.

Bulk operations

Operations teams execute across clients in bulk - model rebalances, SIP registrations, mass corporate actions.

Cart. Checkout. Investing made shopping.

Multi-order cart, review and confirm, e-commerce-style transaction experience - add, review, authenticate, execute.

Multi-order cart

Build a basket of trades across products and accounts - review them together, not one modal at a time.

Review & confirm

One checkout screen, every trade, every charge, every constraint flagged - the transparency clients expect.

Authenticate & execute

Authenticate once, execute the basket - all orders fire together, all statuses tracked together.

Every order clears compliance. Before it executes.

Mandate validation, suitability checks, pre-investment rules - every order clears compliance before it executes.

Mandate validation

Every order checked against the client IPS - mandate breaches blocked before they become corrections.

Suitability checks

Product-client suitability enforced inline - risk profile, holding horizon, concentration - checked before confirm.

Pre-investment rules

Firm-level rules - exit loads, lock-ins, tax events, KYC validity - applied at order-time, not end-of-day.

See the Execution Engine in Action

Request a personalised walkthrough - we'll show you digital orders, offline uploads, cart checkout, and compliance in one flow.

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