Empowering Well-Informed Decisions
Valuation Analytics for Financial Intermediaries
We aim to assist financial intermediaries to move beyond past performance and its derivatives by focusing on intrinsic valuation and a checklist-based approach to achieve favourable probabilistic outcomes
About ValueMetrics Technologies
ValueMetrics Technologies is a B2B company, specializes in valuation-based analysis across multiple asset classes, including equities, debt, and gold. The company provides tailored valuation insights across various market capitalizations and sectors, empowering financial intermediaries with data-driven decision-making tools for dynamic asset allocation.
Beyond valuation, ValueMetrics offers expertise in risk budgeting, data mining, and advanced data science solutions designed for capital markets. The company also develops and automates analytics tools to enhance operational efficiency and strategic execution for its clients.
Our Flagship Products
Investology
provides valuation-based analytics across various asset classes. It conducts in-depth sectoral, market capitalization, and factor analysis to identify relatively attractive market segments. Additionally, it helps financial intermediaries to evaluate mutual fund schemes and portfolios using valuation-based analytics. Furthermore, Investology assists financial intermediaries in creating personalized portfolios tailored to an investor's risk appetite and behavioral profile
Data Tool
Data Tool optimizes data sourcing and presentation, reducing both costs and time. Additionally, it automates tables, charts, and other frequently used spreadsheet elements.
Active Presentation
Active Presentation automates PowerPoint presentations based on user requirements, updating all dynamic data, charts, and spreadsheet elements with a single click.
Smart Fintool
Smart FinTool enables financial intermediaries, the creation of intuitive planners, proposals, and calculators that are easy to understand, fully customizable, and designed to accelerate business growth while effectively managing investor expectations
ValueMetrics Insights
Valuation Analysis
Multi-Dimensional Approach
ValueMetrics Technologies specializes in valuation-based analysis across multiple asset classes, including equities, debt, and gold. In equities, the company provides tailored valuation analytics across various market capitalization segments and sectorsempowering financial intermediaries with data-driven decision-making.
Risk Budgeting
Custom Strategic and Valuation based tactical Approach
Our risk budgeting service for financial intermediaries optimizes portfolios by strategically allocating risk rather than just capital. By assessing the volatility, correlation, and contribution of each asset class to overall portfolio risk, we develop balanced and efficient investment strategies.
Portfolio Construction
Accommodate Both Traditional and Behavioral Aspect
Our approach blends traditional financial principles with behavioral insights to help financial intermediaries create well-rounded investment strategies. By balancing quantitative models with investor psychology, we help optimize decision-making and potentially enhance portfolio performance.
The ValueMetrics Advantage
Sector and Factor Specific Insights
Risk Mitigation Strategies
Insightful Analysis for financial intermediaries
Tailored, Valuation Based Asset Allocation
Client Success Stories
I have been utilising the output of value metrics for a considerable number of years, even during its pre-beta phase. We have derived considerable benefit from its valuation capabilities, particularly the sector and factor-specific valuation models. The system has not only optimised portfolio returns, but also ensured effective risk control. Portfolios designed with the assistance of "Investology" analytics have demonstrated a high upside capture and low downside capture ratio. We have found that the use of value metrics has enabled us to attract a significant number of new clients, as well as many DIY investors who have approached us and invested with us, due to the added value that we are able to provide with the help of the Investology module from Valuemetrics.
- Rachit Prakash ,Kanpur
ValueMetrics Technologies has provided invaluable insights into capital market solutions, significantly enhancing our strategic approach and decision-making processes. In addition, their content is highly insightful and timely, enabling us to make well-informed decisions with confidence. We have been leveraging their valuation analysis effectively to optimize our financial strategies.
Furthermore, the Active PPTs tool has proven to be an invaluable asset, empowering our team to present diverse ideas and concepts with greater efficiency. It not only streamlines our workflow by reducing time spent on routine updates and ideation but also enhances overall productivity and strategic focus."
- Nikhil Thakkar , Anand , India
Our mid-sized Swiss regional bank uses Datatool to efficiently aggregate data from multiple sources in compliance with all of our (data) contracts and obligations. This centralized approach ensures that relevant departments have streamlined access to the data they need for reports and publications. By reducing our dependence on individual data providers (the tool allows us to "plug in" data providers of our choice), we've realized significant cost savings. In addition, the tool has democratized data access for our colleagues, eliminating the need for costly information systems where 99% of the functionality is not needed. Within the first 18 months, we've already achieved consolidated savings of over CHF 0.5 million.
- Stefan Simmen, Switzerland (ZKB Bank)
Our CoreTeam.
Chirag Patel and Manuj Jain bring deep expertise in valuation-based dynamic asset allocation modeling, investment product strategy, and product communication, while Bhavesh Lad complements this with extensive experience in financial technology, market data systems, and transaction monitoring. Their combined strengths create a synergy between financial innovation and technology-driven execution.
Chirag and Manuj’s asset management insights, paired with Bhavesh’s IT expertise, drive the development of cutting-edge investment solutions. Their leadership experience across top financial institutions ensures both strategic vision and operational efficiency. Together, they offer a powerful blend of financial acumen and technological prowess, positioning them to lead innovation in asset management.
