About ValuEx
ValuEx is a Financial Services company based in Mumbai (India) founded in 2016. It operates as an investment advisory and wealth management services in Mumbai. ValuEx offers products and services including Investment Planning and Portfolio Advisory. Its focus areas include Finance, Investment Services, Wealth Management and Advisory. Its legal entity in India is ValueX Fund Managers LLP (AAP-0949).
Company details
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.
- Headquarters Mumbai, India
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Legal Name Valuex Fund Managers Llp
- Date of Incorporation 26 Apr, 2019
- Jurisdiction Mumbai, Maharashtra, India
Associated legal entities of ValuEx
ValuEx operates through Valuex Fund Managers Llp (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Valuex Fund Managers Llp CIN AAP-0949 | Active | 26 Apr 2019 | Mumbai, Maharashtra | – | – | 4 | View details |
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.
Apps and channels of ValuEx
ValuEx publishes 1 mobile app with over 100K+ downloads.
Board of directors of Valuex Fund Managers Llp (ValuEx)
Valuex Fund Managers Llp is the primary company behind ValuEx. The board of Valuex Fund Managers Llp currently have 4 directors; the longest-serving is Lancelot Gerard Dcunha, appointed in 2019. 1 earlier director has ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Lancelot Gerard Dcunha DIN 00484946 | Designated Partner | 26 Apr 2019 | 7 yrs 5 mo | Valuex Fund Managers Llp |
| Sunaman Sood DIN 02425130 | Designated Partner | 26 Apr 2019 | 7 yrs 5 mo | Valuex Fund Managers Llp |
| Chirag Harish Gokani DIN 07209634 | Designated Partner | 26 Apr 2019 | 7 yrs 5 mo | Valuex Fund Managers Llp |
| Love Arvind Shah DIN 06534036 | Designated Partner | 01 Jun 2024 | 2 yrs 4 mo | Valuex Fund Managers Llp |
Top companies in Investment Banks
10 companies that operate in the same segment as ValuEx (Investment Banks), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | – | USD 126.21 B | 46,500 | |
Asset management, investment banking, and wealth management services are provided. | 1983 | Sao Paulo, Brazil | – | USD 20.91 B | 8,189 | |
Financial services are provided globally by UBS for wealth management. | 1862 | Zurich, Switzerland | – | USD 82.71 B | 108,650 | |
Banking & financial service provider | 1848 | Paris, France | – | USD 172.06 B | 197,580 | |
Comprehensive financial services are provided to corporations and individuals. | 1799 | New York, New York, United States | – | USD 42.22 M | – | |
Wealth management, investment advisory, and financial services are provided. | 1935 | New York, New York, United States | – | USD 119.72 B | 80,000 | |
Ambit is recognized as a leading provider of financial advice and capital in India. | 1997 | Mumbai, Maharashtra, India | USD 39.09 M | USD 116.66 M | 104 | |
M&A advisory, capital markets, and wealth management services are offered. | 1962 | St. Petersburg, Florida, United States | – | USD 15.9 B | 23,960 | |
Investment banking operations are conducted across multiple sectors. | 1996 | Vienna, Austria | – | – | 49,700 | |
Financial advisory and investment banking services are provided to institutions. | 1994 | Chicago, Illinois, United States | USD 44.52 M | – | 350 |
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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.
ValuEx operates through Valuex Fund Managers Llp.
The legal entities of ValuEx currently have 4 directors, including Lancelot Gerard Dcunha, Sunaman Sood, Love Arvind Shah and others.
Yes. ValuEx publishes SAARTHI, with over 100,000 downloads.