ValueX Home

SEBI Registered Investment Advisor

ValueX is a Mumbai based boutique investment advisory firm managed by skilled professionals,
helping families and corporates build and preserve wealth.

Our Purpose and Principles

Our purpose is to provide solutions based on unique financial life goals in a transparent and a fiduciary manner for our clients.

The ValueX Edge

We rely on evidence based and data driven research process; and a systematic investing approach for generating happy outcomes for clients over time.

Onboarding Process

Our team comes with multi disciplinary experience in managing risk, navigating complex investment structures across various asset classes, and handling cross-border taxation.

ValueX Team

Lancelot D'Cunha

Founder

Chartered Accountant with over 37 years of experience in financial services, including 25 years in portfolio and wealth management services in Lexicon Securities Limited, K R Choksey Shares & Services, VCAM Investment Managers, Sharyans Wealth Management, ITI Wealth Management, Fortune Financial Services and Crest Wealth Management.

Love Shah

Co-founder and CEO

Leads the advisory practice and manages the systematic quantitative investment portfolio strategies. Love has over 18 years of experience in capital markets. He is a postgraduate in Finance and has worked with firms such as Credit Suisse, Emkay Global and Karvy.

Chirag Gokani

Co-founder

15+ years experience in Financial Planning, Financial Product Due Diligence and Wealth Advisory. Chirag is a B Com, CFA and Certified Financial Planner. He has worked with K R Choksey Shares and Securities, ASK Wealth Pvt Ltd, Anand Rathi Finance Ltd and Motilal Oswal Wealth Management Pvt Ltd.

Contact

ValueX Fund Managers LLP
Trade Name: ValueX Fund Managers LLP
SEBI Registered Investment Advisers Registration No. INA000019743
BSE Membership ID: 2222, LLPIN: AAP-0949
Type of Registration: Non-Individual, Validity of Registration- Perpetual

Business Address: 401,Osia corner Mhatar pada road, Amboli, Andheri (west), Mumbai, Maharashtra 400058
SEBI Registered Address: Plot No. C 4-A , G Block, Near Bank of India, Bandra Kurla Complex, Bandra East, Mumbai, Maharashtra 400051

Contact: +91-9833073003
Email: loveshah@valuex.in

Footer 2

Footer 4