Valuefy is a premier Wealth management technology solutions serving the leading financial institutions in India and across the world.
 

Valuefy company focuses on clients such as asset and fund managers, wealth managers, and private banks, providing them with a digital platform that features accounting, consolidated reporting, CRM, portfolio and risk management, and other solutions including executing performance analytics, benchmarking complex model portfolios, comparing advisors, and managing rule-based investment mandates. Hubbis ‘met’ with Sharad Singh, CEO, a self-professed lover of technology and of targeted risk-taking and entrepreneurialism.

He explained how Valuefy is expanding its client universe by offering what he considers cutting-edge solutions in wealth management, banking, asset and fund management to leading financial institutions across the world, transforming the private banking and personal finance space by providing digital advisory technology, seamless integration and the ability to deliver complex advice more simply.
 

And he reported that the firm is building out well beyond India’s borders, where it has already achieved great penetration, especially of the wealth management sector, with the Middle East and Southeast Asia firmly