Wealth in a box

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Wealth in a Box is an agile and modern platform that brings together front, middle, and back-office technology solutions to streamline wealth management for increased efficiency and reduced costs. The platform's five-layer architecture is ideal for managers who seek agile but sophisticated wealth technology solutions to help them deliver outstanding service to HNWI/UHNWI clients.
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Services

investment and portfolio management

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wealth management technology solutions

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wealth management software

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Portfolio Management Software

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wealth management news

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investment technology solutions

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Wealth Management

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investment planning

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Investment Planning Wealth Management

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About the Company

Primary Business Service Provider
Year of Establishment 2010
No. of Employees 100 - 150
Annual Turnover Below Rs. 0.5 Crore Approx.
Ownership Type Corporation/Limited Liability Company

Opening Hours

SUN : Closed
MON : 9:30 AM - 6:30 PM
TUE : 9:30 AM - 6:30 PM
WED : 9:30 AM - 6:30 PM
THU : 9:30 AM - 6:30 PM
FRI : 9:30 AM - 6:30 PM
SAT : 9:30 AM - 6:30 PM

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, bench marking complex model portfolios, comparing advisors, and managing rule-based investment mandates.