About Valuefy
Valuefy is a Technology company based in Mumbai (India) founded in 2010. Investment management is enabled by data analytics and recommendations. Valuefy has raised $562.33 thousand across 3 funding rounds from investors including Charu Manoj Nanavati, Madhu Mohan Avalur and Parag Sancheti. The company has 184 employees. Valuefy was last valued at $5.34 million in October 2017. Its Indian entity Valuefy Technologies Private Limited reported revenue of ₹44.44 Cr. Its focus areas include FinTech, Investment Tech, Wealth Management IT and Portfolio Management. Its competitors include Fintso and MProfit; 2 of its 2 listed competitors have raised funding.
Company details
Valuefy was founded in 2010 in Mumbai, India, within the fintech sector. A platform for investment management is operated, where data analytics and personalized recommendations are utilized to support decision-making. Wealth management services are delivered, including tools that streamline investment processes and enhance client interactions. Operations focus on integrating technology for financial advisory in the Indian market.
- Headquarters Mumbai, India
- Employees 184
- Stage Minicorn
- SectorsTechnology
- Email••••••••
- Website valuefy.com
- Social LinkedIn X Facebook
- Legal Name Valuefy Technologies Private Limited
- Date of Incorporation 18 Mar, 2010
- Jurisdiction Mumbai, Maharashtra, India
- Annual Revenue₹44.44 Cr
FY 2025 · -2% YoY
- Net Profit₹5.75 Cr
FY 2025 · 13% margin
- EBITDA₹8.40 Cr
FY 2025 · 19% margin
- Total Equity Funding$562.33K (USD)
in 3 rounds
- Latest Funding Round$382.84K (USD), Angel Round
Oct 2017
- Employee Count184
Associated legal entities of Valuefy
Valuefy operates through Valuefy Technologies Private Limited (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2025) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Valuefy Technologies Private Limited CIN U74120MH2010PTC201023 | Active | 18 Mar 2010 | Mumbai, Maharashtra | ₹44.4 Cr | 184 | 2 | View details |
Funding Insights of Valuefy
Valuefy has successfully raised a total of $562.33K across 3 strategic funding rounds. The most recent funding activity was a Angel Round of $382.84 thousand completed in October 2017. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $562,333
- Total Rounds 3
- Last Round Angel Round — $382,841
- First Round $97,091
(Sep 2012)
- Investors Count 3
All 3 funding rounds of Valuefy with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Oct 2017 | $382,841 | Angel Round | $5.34M | Charu Manoj Nanavati | – |
| Sep 2014 | $82,401 | Angel Round | – | – | – |
| Sep 2012 | $97,091 | Angel Round | $999,649 | Madhu Mohan Avalur |
| Date | Valuation | Stage |
|---|---|---|
| Oct 2017 | $5.34M | •••••••• |
Last known valuation $5.34M (Oct 2017). 3 investors in total: 0 institutional and 3 angel.
Investors in Valuefy
Valuefy has secured backing from 3 investors, including angel investors. Prominent investors backing the company include Charu Manoj Nanavati, Madhu Mohan Avalur and Parag Sancheti.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
CM Charu Manoj Nanavati | unknown_f067d51f2e2c4ea99 | |||
MM Madhu Mohan Avalur | unknown_988dff2de11a47e3a | |||
PS Parag Sancheti | Angel investor and entrepreneur, focused on tech startups in India. | unknown_860174f392984eb1b |
Investor details for Valuefy
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
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Verified entity values are shown only after access is granted.
Board of directors of Valuefy Technologies Private Limited (Valuefy)
Valuefy Technologies Private Limited is the primary company behind Valuefy. The board of Valuefy Technologies Private Limited currently have 2 directors; the longest-serving is Sharad Singh, appointed in 2010.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Sharad Singh DIN 01920967 | Director | 18 Mar 2010 | 16 yrs 7 mo | Valuefy Technologies Private Limited |
| Vivek Singal DIN 01920980 | Director | 18 Mar 2010 | 16 yrs 7 mo | Valuefy Technologies Private Limited |
People of Valuefy
30 people are tracked at Valuefy (9 in leadership, 21 in team); the tracked headcount is 184.
| Name | Role | Group |
|---|---|---|
| Co-founder, CEO | Leadership | |
Pankaj Phatarphod | Managing Director | Leadership |
Siddhartha Lahiri | Chief Technology Officer (cto) | Leadership |
Shrikant Tiwari | Partner - Clients & Markets | Leadership |
Srutaban Mukhopadhyay | Chief Product Officer | Leadership |
Pradeep Menon | Managing Director | Leadership |
| Director / Strategic Initiative | Leadership | |
Amit Kaushik | Business Head - Asia | Leadership |
Ajit Kumar | VP Engineering (india) | Leadership |
Ali Imran Adil | SDE | Team |
Prabhasith Reddy Maryada | Software Development Engineer | Team |
Yogendra Sai Kiran Talluri | Product Manager | Team |
Aishwarya Shetty | Product Manager | Team |
Prasad Janardhanan | Sr. Sales Specialist – India Region | Team |
Mahendranath Pal | AVP - Sales & Account Management | Team |
Vikrant Kumar | Software Development | Team |
Mohsin Shaikh | Lead Data Analyst | Team |
Aditi Gupta | Financial Business Analyst | Team |
Avesh Singh | SDE | Team |
Shivam A. | Engineering Manager | Team |
10 more people are available in the full profile.
Complete people profiles for Valuefy
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
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Verified entity values are shown only after access is granted.
Financials of Valuefy
Figures of Valuefy Technologies Private Limited, the primary company behind Valuefy, for FY 2025. Revenue was ₹44.44 Cr (-2% year on year). Net profit was ₹5.75 Cr (13% margin). EBITDA was ₹8.40 Cr (19% margin). Revenue has grown at a compounded annual rate of +25% over three years and +18% over five years.
- ₹44.44 CrRevenue · FY 2025 · -2% YoY
- ₹5.75 CrNet profit · 13% margin
- ₹8.40 CrEBITDA · 19% margin
- ₹1.4 LakhPaid-up capital
- 184Employees (provident fund records)
- +25%Revenue CAGR, 3 years
- +18%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Valuefy Technologies Private Limited are on its company page.
Detailed financial statements for Valuefy
Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.
- Statement rows
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Verified entity values are shown only after access is granted.
Timeline of Valuefy
4 dated milestones of Valuefy across 7 years, from founding to its latest funding, stage changes and deals.
- Founded Valuefy is founded.
- Funding First funding round of $97K.
- Funding Latest funding round, Angel Round, of $383K.
- Milestone Reaches Minicorn status.
Competitors of Valuefy
Valuefy has 2 listed competitors in our database, 2 of them funded. They include Fintso and MProfit.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fintso.com | 2019 | Mumbai, India | $5.77M | 37 | Digital wealth tools are provided to empower financial advisors. | |
| mprofit.in | 2007 | Mumbai, India | $2M | 68 | Multi-asset investment portfolios are tracked and consolidated by the platform. |
Detailed competitors of Valuefy
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
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- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Valuefy
The website of Valuefy (valuefy.com) receives about 1.4K visits a month.
- Monthly visits1.4K
▲ 11.7% vs previous month
Top companies in Investment & Financial Technology
2 companies that operate in the same segment as Valuefy (Investment & Financial Technology) in India, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
App-based brokerage stock trading platform | 1996 | Mumbai, Maharashtra, India | USD 38.41 M | USD 548.9 M | 3,830 | |
Smart investment portfolios are offered via an online platform. | 2015 | Bengaluru, Karnataka, India | USD 121.05 M | USD 635.51 K | 231 |
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Related news about Valuefy
Complete news archive for Valuefy
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Frequently Asked Questions about Valuefy
Valuefy was founded in 2010 and raised its 1st funding round 2 years after it was founded.
Valuefy is headquartered in Mumbai, India. It is registered at Mumbai, Maharashtra, India.
Valuefy is a funded company, having raised a total of $562.33K across 3 funding rounds to date. The company's 1st funding round was a Angel Round of $97.09K, raised on Sep 2012.
Valuefy has 184 employees.
The primary company behind Valuefy, Valuefy Technologies Private Limited, reported revenue of ₹44.44 Cr for FY 2025, down 2% year on year.
Valuefy was founded in 2010 in Mumbai, India, within the fintech sector. A platform for investment management is operated, where data analytics and personalized recommendations are utilized to support decision-making. Wealth management services are delivered, including tools that streamline investment processes and enhance client interactions. Operations focus on integrating technology for financial advisory in the Indian market.
Valuefy has 3 investors. Key investors include Charu Manoj Nanavati, Madhu Mohan Avalur, and Parag Sancheti.
The valuation of Valuefy is $5.34M as of Oct 2017.
Valuefy operates through Valuefy Technologies Private Limited.
The legal entities of Valuefy currently have 2 directors, including Sharad Singh, Vivek Singal.