About ValuEx
ValuEx is a company based in Mumbai (India) founded in 2016. ValuEx offers products and services including Investment Planning and Portfolio Advisory.
- Headquarter Mumbai, India
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Sectors
Financial Services
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Email
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Phone
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- Legal Name Valuex Fund Managers Llp
- Jurisdiction Mumbai, Maharashtra, India
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Products & Services of ValuEx
ValuEx offers a comprehensive portfolio of products and services, including Investment Planning and Portfolio Advisory.
Customized investment policies are developed based on clients' financial situations, risk profiles, and objectives to facilitate wealth management.
Portfolios are built and managed using products like mutual funds, direct stocks, and bonds, with regular monitoring and rebalancing to address client needs.
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Investments & Acquisitions by ValuEx
Financial Statements - ValuEx
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Frequently Asked Questions about ValuEx
ValuEx was founded in 2016.
ValuEx is headquartered in Mumbai, India. It is registered at Mumbai, Maharashtra, India.
ValueX is recognized as a Mumbai-based boutique investment advisory firm that is managed by skilled professionals and registered with SEBI. Services are offered to assist families and corporates in building and preserving wealth through transparent, fiduciary solutions based on unique financial goals. Principles emphasize evidence-based research and systematic investing approaches, covering active and passive strategies. The firm is led by experienced founders in financial services, providing estate planning and portfolio management while adhering to regulations. Multi-disciplinary expertise in wealth management and taxation is utilized to foster long-term client relationships.
ValuEx offers Investment Planning and Portfolio Advisory.