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

Your Unique Financial Life Goals

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

Our Principles

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

Balance

Personalization

Risk Management

Technology

Team ValueX

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.

Our Services

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.

Investment Planning

Prepare a customized investment policy.
Develop plans based on current and expected financial situation, risk profile, and objectives
Investment strategy

Portfolio Advisory

Build and manage portfolio
Products - mutual funds, direct stocks, corporate bonds / debentures, AIFs, REITs and InvITs, etc.
Regular monitoring and rebalancing

Estate Planning

Assist in drafting wills, establishing trusts, and managing assets in compliance with regulations

ValueX Edge

Multi-disciplinary Expertise

Wealth Management, Corporate Finance, Taxation and Complex Structuring

Peaceful Investing

Empirically proven factor-based, quantitative research and rule driven investment style

Long-term Relationships

Associated with advising clients over 2 to 3 generations of the family

Business Address
ValueX Fund Managers LLP
210, B2B Centre, D'Monte Lane
Malad West,
Mumbai-400064

SEBI Regional / Local Address
SEBI Bhavan BKC , Plot No.C4-A,
‘G’ Block Bandra-Kurla Complex,
Bandra (East), Mumbai – 400051,
Maharashtra

Regulatory Disclosures

SEBI Regn: INA000019743
BSE Id: 2222
Validity: Perpetual
LLP IN: AAP-0949
Regn. Type: Limited Liability Partnership (LLP)
Principal Officer: Love Shah
Email: loveshah@valuex.in
Contact: +91-9833073003

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