Valuefy, a premier investment technology lab renowned for its cutting-edge solutions, is set to redefine wealth management with its latest innovations. Serving top financial institutions in India and internationally, Valuefy focuses on providing comprehensive digital platforms for asset and fund managers, wealth managers, and private banks. These platforms include solutions for accounting, consolidated reporting, CRM, portfolio and risk management, execution performance analytics, and more.
In a recent update, Shrikant Tiwari, Co-Founder and Partner at Valuefy, elaborated on the company's expanding international footprint. With active offices in Singapore, Dubai, and London, Valuefy continues to innovate its WealthTech offerings. The company is gearing up to showcase its advancements at the Hubbis Independent Wealth Management Forum in Dubai, highlighting its commitment to global growth.
Shrikant Tiwari detailed Valuefy's strategic vision, emphasizing the firm’s dedication to delivering a front-to-back wealth management platform. Central to their success are three core pillars: data sciences and intelligence, technology, and user experience. These elements combine to create a robust solution tailored for wealth managers, asset managers, and private banks.

Key Innovations and Market Expansion:

Valuefy’s flagship product, Wealthfy, is a state-of-the-art platform designed to streamline onboarding, compliance, and client lifecycle management. It integrates seamlessly with both local and international regulatory standards, offering a comprehensive system for managing client data, transactions, and reporting.
“One of our key advantages is Wealthfy’s ability to aggregate data from multiple custodians and brokers into a single, secure platform,” Shrikant explains. “This functionality is essential for overcoming the inefficiencies and inaccuracies of fragmented data systems.” The platform also features a unique front office module, including an RM workbench and client portal, enhancing the wealth management experience across all user interfaces.

Serving Diverse Markets:

In India, Valuefy’s clients include mid-sized wealth management firms as well as major banks like ICICI, HDFC, and Kotak Mahindra. The company customizes its solutions to meet the specific needs of larger banks, integrating with their internal systems to provide tailored services.
Shrikant highlights the firm’s approach to simplifying complex wealth management challenges through technology. Valuefy’s platform simplifies data aggregation and provides wealth managers with a clear and accurate view of their portfolios, regardless of asset dispersion.
The upcoming advisory module aims to automate proposal generation, enhancing operational efficiencies and advisory capabilities. This new feature is expected to address a significant gap in the UAE market, providing sophisticated, technology-driven advisory solutions.

Strategic Focus on the UAE:

Valuefy is expanding its presence in the UAE, focusing on the Dubai International Financial Centre (DIFC) and Abu Dhabi Global Market (ADGM). The company’s tailored solutions for these markets address unique regulatory and operational needs, including robust onboarding, compliance, and client lifecycle management.
The Wealthfy platform is gaining traction in the UAE, offering a digital, paperless experience that meets local regulatory requirements. The platform’s advanced portfolio management system, featuring multi-custodian data aggregation, provides wealth managers with unmatched insights and control.

Future Directions and Commitments:

Looking ahead, Valuefy is committed to eliminating reliance on outdated tools like Excel, integrating AI to enhance client engagement, and scaling its service model in Dubai. These goals reflect Valuefy’s ambition to set new standards in wealth management technology.
Shrikant Tiwari’s personal journey, from his early academic achievements to his pivotal role at Valuefy, illustrates a deep commitment to innovation and growth in the wealth management sector. His experience at Thomson Reuters and his current role in steering Valuefy’s international expansion underscore the company's strategic vision and dedication.