{"id":33413,"date":"2025-03-21T16:28:59","date_gmt":"2025-03-21T10:58:59","guid":{"rendered":"https:\/\/matribhumisamachar.com\/en\/2025\/03\/21\/valuefy-marks-15-years-with-the-launch-of-next-gen-wealthtech-platform-redefining-global-wealth-management\/"},"modified":"2025-03-21T16:28:59","modified_gmt":"2025-03-21T10:58:59","slug":"valuefy-marks-15-years-with-the-launch-of-next-gen-wealthtech-platform-redefining-global-wealth-management","status":"publish","type":"post","link":"https:\/\/new.matribhumisamachar.com\/en\/2025\/03\/21\/valuefy-marks-15-years-with-the-launch-of-next-gen-wealthtech-platform-redefining-global-wealth-management\/","title":{"rendered":"Valuefy marks 15 Years with the Launch of Next-Gen WealthTech Platform, Redefining Global Wealth Management"},"content":{"rendered":"

Valuefy<\/strong>, a global leader in WealthTech innovation, commemorated its 15-year journey with the launch of its all-new, fully integrated WealthTech platform, designed to transform the way wealth managers engage with clients, harness data, and scale operations. The announcement was made at a landmark event held at the prestigious MCA Club, Mumbai, attended by 100+ prominent wealth management leaders, industry veterans, and partners including the likes of Mr. Nilesh Shah, Kotak Mutual Fund, Mr. Ashish Chanda Avendus, Mr. A Balasubramanium, MD & CEO, Aditya Birla Mutual fund, Mr. Ashok Suvarna , CEO, Aditya Birla Money, Sankaran Naren , ED and CIO , ICICI Prudential Mutual Fund, Sandeep Das , MD and CEO Centrum.<\/p>\n

Launch Event of Valuefy at MCA Club Mumbai<\/strong><\/p>\n

Valuefy, an established and trusted technology partner to leading banks, wealth managers, and family offices worldwide unveiling the next-generation product suite marks a bold leap forward, offering AI-powered analytics, seamless client engagement tools, intuitive dashboards, and end-to-end wealth management capabilities-all within a unified platform.<\/p>\n

A Night of Innovation, Insight, and Inspiration<\/strong><\/p>\n

The celebration brought together industry icons and thought leaders<\/strong> to explore the evolving future of wealth management in a technology-driven era.<\/p>\n

AI and the Future – Keynote by Srikanth Velamakanni, Founder, Fractal.ai<\/strong><\/p>\n

Srikanth, a globally respected leader in AI and analytics, delivered a powerful 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 an increasingly competitive market.<\/p>\n

Fireside Chat – Lessons from Cricket for the Corporate World<\/strong><\/p>\n

Legendary commentator Harsha Bhogle engaged in a riveting conversation with Vivek Singal, Co-Founder, Valuefy, drawing parallels between cricket and business. From decision-making under pressure to team dynamics, Harsha offered unique insights for leadership and strategy in corporate settings.<\/p>\n

Product Showcase – Presented by Sharad Singh, Co-founder, Valuefy<\/strong><\/p>\n

Sharad introduced the all-new, fully integrated WealthTech platform, purpose-built for global wealth managers. With an emphasis on scalability, efficiency, and client-centricity, the platform offers an end-to-end solution-from onboarding and portfolio management to analytics, reporting, and personalized client engagement.<\/p>\n

Vivek Singal on the Milestone Launch:<\/strong><\/p>\n

“This is more than a celebration-it’s a reflection of the trust our clients have placed in us over 15 years. Our new platform embodies our vision for the future: enabling wealth managers to work smarter, engage better, and scale faster in a digital-first world.”<\/em><\/p>\n

About Valuefy<\/strong><\/p>\n

Founded in 2010, Valuefy is a leading WealthTech platform that empowers banks, wealth managers, and asset managers with AI-powered solutions for smarter decision-making, superior client engagement, and scalable growth. With a global client base, Valuefy is at the forefront of driving digital transformation in the wealth management industry.<\/p>\n

Learn more at www.valuefy.com<\/a><\/p>\n

Featured Article<\/p>\n","protected":false},"excerpt":{"rendered":"

Valuefy, a global leader in WealthTech innovation, commemorated its 15-year journey with the launch of its all-new, fully integrated WealthTech platform, designed to transform the way wealth managers engage with clients, harness data, and scale operations. The announcement was made at a landmark event held at the prestigious MCA Club, Mumbai, attended by 100+ prominent […]<\/p>\n","protected":false},"author":12,"featured_media":33414,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[52886,52924],"tags":[],"class_list":["post-33413","post","type-post","status-publish","format-standard","has-post-thumbnail","category-business-english-news","category-sports"],"_links":{"self":[{"href":"https:\/\/new.matribhumisamachar.com\/en\/wp-json\/wp\/v2\/posts\/33413","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/new.matribhumisamachar.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/new.matribhumisamachar.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/new.matribhumisamachar.com\/en\/wp-json\/wp\/v2\/users\/12"}],"replies":[{"embeddable":true,"href":"https:\/\/new.matribhumisamachar.com\/en\/wp-json\/wp\/v2\/comments?post=33413"}],"version-history":[{"count":0,"href":"https:\/\/new.matribhumisamachar.com\/en\/wp-json\/wp\/v2\/posts\/33413\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/new.matribhumisamachar.com\/en\/wp-json\/wp\/v2\/media\/33414"}],"wp:attachment":[{"href":"https:\/\/new.matribhumisamachar.com\/en\/wp-json\/wp\/v2\/media?parent=33413"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/new.matribhumisamachar.com\/en\/wp-json\/wp\/v2\/categories?post=33413"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/new.matribhumisamachar.com\/en\/wp-json\/wp\/v2\/tags?post=33413"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}