Fifteen years of Valuefy culminate in the unveiling of a cutting-edge WealthTech platform, revolutionizing the global landscape of wealth management.
Valuefy, a global leader in WealthTech innovation, recently unveiled a new, fully integrated platform at the MCA Club in Mumbai. The event was attended by over 100 prominent wealth management leaders, industry veterans, and partners, making it a night of innovation, insight, and inspiration for the future of wealth management in a technology-driven era.
Founded in 2010 by Aniruddha Dhumal and Bhairav Trivedi, Valuefy has been at the forefront of driving digital transformation in the wealth management industry. The company, now in its 15th year, empowers banks, wealth managers, and asset managers with AI-powered solutions for smarter decision-making, superior client engagement, and scalable growth.
The new platform offers an end-to-end solution including onboarding, portfolio management, analytics, reporting, and personalized client engagement. It emphasizes scalability, efficiency, and client-centricity, providing AI-powered analytics, seamless client engagement tools, intuitive dashboards, and end-to-end wealth management capabilities.
Srikanth Velamakanni, Founder of Fractal.ai, delivered a keynote on the transformational role of AI in financial services. He emphasized how data-driven intelligence and machine learning will enable wealth managers to deliver hyper-personalized client experiences and gain a strategic edge in a competitive market.
Mr. Velamakanni was joined by notable attendees such as Mr. Nilesh Shah, Mr. Ashish Chanda, Mr. A Balasubramanium, Mr. Ashok Suvarna, Sankaran Naren, and Sandeep Das. A fireside chat during the event discussed lessons from cricket for the corporate world, but further details were not provided.
Valuefy's launch event was more than just a celebration; it was a reflection of clients' trust in the company over the past 15 years. With a global client base, the company continues to set the standard for innovation in the wealth management industry.
For additional information about Valuefy and its new platform, please visit www.valuefy.com.
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