Building and Preserving Wealth
ValueX Fund Managers LLP is a Mumbai based boutique investment advisory firm (SEBI Reg. No. INA000019743) managed by skilled professionals. We help families and corporates build and preserve wealth.
ValueX and You
Our purpose is to provide solutions based on unique financial life goals in a transparent and a fiduciary manner for our clients.
We rely on evidence based and data driven research process; and a systematic investing approach for generating happy outcomes for clients over time.
Our Principles
Transparency and Uniqueness
Personalization
Each client is unique, and so are our solutions
Balance
Track processes in the short term and outcomes in the long run
Risk Management
Capital Preservation > Undue risk for targeting extra returns
Technology
Technology-first for better efficiency in client experience and cost
ValueX Edge
Evidence based, Data driven
We rely on evidence based and data driven research process; and a systematic investing approach for generating happy outcomes for clients over time.
Our Strategies
Uniquely Crafted
Our strategies cover both- active (direct stocks) and passive [mutual and/or Exchange Traded Funds (ETFs)] products. Rooted in factor style of investing, these strategies eliminate behavioral biases in investment decisions.