Unlock the power of investing with technology & data with ValuMonk
Valumonk /ˈvaljumʌŋk’:/ – Create value in your investments with peace – just like a monk. Decrypt your financial potential. Make your money earn for you, the smart way.
Invest Right
- Mutual Fund Plan
- Alpha Plan
Experience the future of wealth management with our Mutual Fund Advisory service powered by cutting-edge technology. We provide personalized mutual fund recommendations tailored to your financial goals and risk tolerance. With no advisory fee, you can access expert guidance maximizing your investment returns. Our team of wealth-tech advisors ensures your portfolio remains optimized through real-time monitoring and automated rebalancing, keeping you on track to achieve your financial objectives.
- Risk profiling
- Financial Goal planning
- Explore Options
- Invest
Already have mutual funds?
Get in touch with us we’ll give you a detailed portfolio review and a personalised portfolio built just for you at no advisory fee.
Mutual Fund Screener Plan
We provide personalized mutual fund recommendations tailored to your financial goals and risk tolerance. With no advisory fee, you can access expert guidance maximizing your investment returns. Our team of wealth-tech advisors ensures your portfolio remains optimized through real-time monitoring and automated rebalancing.
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Risk profiling
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Financial Goal planning
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Explore Options
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Start Investing
Already have mutual funds?
Get in touch with us we’ll give you a detailed portfolio review and a personalised portfolio built just for you at no advisory fee.
Alpha engages the power of low-risk algorithmic strategies to generate a turbo charge over and above the underlying portfolio, curated with dynamic asset allocation. We have created Alpha with a vision to maximise returns with less volatility and low correlation to conventional asset classes across a variety of market scenarios. With alpha, we help you to manage, preserve and grow your wealth. Our team of wealth-tech advisors ensures your portfolio remains optimized through real-time monitoring keeping you on track to achieve your financial objectives
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Automated Execution
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Hedged Strategies
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Tailor made for passive investing
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Tech-enabled Data driven solution
Already have mutual funds?
Get in touch with us we’ll give you a detailed portfolio review and a personalised portfolio built just for you at no advisory fee.
Alpha Plan
Alpha engages the power of low-risk algorithmic strategies to generate a turbo charge over and above the underlying portfolio, curated with dynamic asset allocation. We have created Alpha with a vision to maximise returns with less volatility and low correlation to conventional asset classes across a variety of market scenarios. With alpha, we help you to manage, preserve and grow your wealth.
-
Automated Execution
-
Hedged Strategies
-
Tailor made for busy salaried employees
-
Tech-enabled Data driven solution
Why Choose us ?
High quality data driven solutions
We analyse holistically with the help of in-depth research capabilities
Steadfast performance with consistency
Bull market or bear market, we are always committed to achieve robust and consistent results.
Opportunities across horizons
Tailor made solutions for every type of investor irrespective of the investment size.
Hear from those who love us
Testimonials
Working with ValuMonk has been a game-changer in understanding my financial future. The team provided personalized investment research ideas that aligned perfectly with my goals. I've seen consistent growth in my portfolio, and I couldn't be happier with the results
Choosing ValuMonk was one of the best decisions I've made for my financial future. Their team consistently goes above and beyond to deliver exceptional ideas. They proactively help me adjust my investment strategy based on market trends and always make themselves available to address any concerns I have. I have complete confidence in their abilitiesrofessional, and has a deep understanding of the financial markets. Thanks to their guidance, my investments have grown steadily, and I feel confident about my financial future
Their team of advisors took the time to listen to my concerns and goals, crafting a personalized investment plan that not only aligns with my values but also aims to generate positive impact alongside financial returns. I appreciate their dedication to transparency, ethical investing, and long-term sustainability. I feel confident knowing that my finances are in capable hands, allowing me to focus on making a difference in the world
I've worked with several investment firms in the past, but ValuMonk stands out for their exceptional customer service. They take the time to understand my needs and risk tolerance, and they provide me with well-researched investment options. It's a relief to have a dedicated team that genuinely cares about my financial well-beingeeps me informed about my investments every step of the way and provides detailed reports that make it easy for me to track my progress. Their personalized approach and commitment to my financial success have earned my trust and loyalty
As a merchant navy officer, my life is characterized by navigating the unpredictable waters of the ocean. So when it came to navigating the world of investments, I knew I needed a partner who understood the importance of steady hands and a commitment to excellence. That partner turned out to be Valumonk
They took the time to thoroughly understand my family's unique financial goals and crafted a tailored wealth management strategy. What sets ValuMonk apart is their holistic approach to wealth management. They don't just focus on short-term gains; instead, they prioritize long-term sustainability and wealth preservation.
I am grateful to ValuMonk for their dedication to my financial well-being and their unwavering commitment to putting clients' interests first. From our very first consultation, I was impressed by the genuine care and attention to detail displayed by their team. Thanks to their guidance, I can enjoy my retirement with peace of mind, knowing that my financial future is in capable hands.
I’ve been a client of ValuMonk for quite some time, and they have consistently demonstrated their commitment to my financial success. Being constantly held up with work, their transparent approach to investment research and unbiased advise have earned my trust completely. Through good and bad times, they’ve been there to support me, and I am grateful for their expertise and dedication.
I appreciate their proactive communication and willingness to adapt to my evolving needs and preferences. Whether it's providing regular updates on my portfolio performance or offering strategic advice during major life events, their team is always accessible and responsive. As a busy professional with a demanding career and numerous responsibilities,
Working with ValuMonk has been a game-changer in understanding my financial future. The team provided personalized investment research ideas that aligned perfectly with my goals. I've seen consistent growth in my portfolio, and I couldn't be happier with the results
Choosing ValuMonk was one of the best decisions I've made for my financial future. Their team consistently goes above and beyond to deliver exceptional ideas. They proactively help me adjust my investment strategy based on market trends and always make themselves available to address any concerns I have. I have complete confidence in their abilitiesrofessional, and has a deep understanding of the financial markets. Thanks to their guidance, my investments have grown steadily, and I feel confident about my financial future
Their team of advisors took the time to listen to my concerns and goals, crafting a personalized investment plan that not only aligns with my values but also aims to generate positive impact alongside financial returns. I appreciate their dedication to transparency, ethical investing, and long-term sustainability. I feel confident knowing that my finances are in capable hands, allowing me to focus on making a difference in the world
I've worked with several investment firms in the past, but ValuMonk stands out for their exceptional customer service. They take the time to understand my needs and risk tolerance, and they provide me with well-researched investment options. It's a relief to have a dedicated team that genuinely cares about my financial well-beingeeps me informed about my investments every step of the way and provides detailed reports that make it easy for me to track my progress. Their personalized approach and commitment to my financial success have earned my trust and loyalty
As a merchant navy officer, my life is characterized by navigating the unpredictable waters of the ocean. So when it came to navigating the world of investments, I knew I needed a partner who understood the importance of steady hands and a commitment to excellence. That partner turned out to be Valumonk
They took the time to thoroughly understand my family's unique financial goals and crafted a tailored wealth management strategy. What sets ValuMonk apart is their holistic approach to wealth management. They don't just focus on short-term gains; instead, they prioritize long-term sustainability and wealth preservation.
I am grateful to ValuMonk for their dedication to my financial well-being and their unwavering commitment to putting clients' interests first. From our very first consultation, I was impressed by the genuine care and attention to detail displayed by their team. Thanks to their guidance, I can enjoy my retirement with peace of mind, knowing that my financial future is in capable hands.
I appreciate their proactive communication and willingness to adapt to my evolving needs and preferences. Whether it's providing regular updates on my portfolio performance or offering strategic advice during major life events, their team is always accessible and responsive. As a busy professional with a demanding career and numerous responsibilities,
I’ve been a client of ValuMonk for quite some time, and they have consistently demonstrated their commitment to my financial success. Being constantly held up with work, their transparent approach to investment research and unbiased advise have earned my trust completely. Through good and bad times, they’ve been there to support me, and I am grateful for their expertise and dedication.
