Investvalue
Invest Value is an innovative wealth-tech platform designed to empower investment professionals, such as Wealth Managers, Private Bankers, IFAS, MFDS, and RIAS, by simplifying access to premium investment products and advanced portfolio management tools. We aim to integrate AI-driven technology with expert insights, helping wealth professionals enhance client interactions and optimise portfolio performance, staying ahead in the rapidly evolving wealth management industry. At Invest Value, we provide wealth professionals with the tools to deliver exceptional client value. Our platform Offers- Comprehensive Investment Product Access: From structured products to bonds and alternatives, all on one platform- Market Intelligence & Product Insights: Real-time updates and data-driven recommendations to enable informed decision-making- Customisable Portfolio Management: Effortlessly create, review, and personalise client portfolios to meet their specific needs- Informed Client Engagement: Foster stronger relationships with actionable insights and tailored strategies that align with clients' financial goals- Virtual Wealth Product Desk & Digital Family Office: Connecting financial product issuers and distributors to enhance growth and operational efficiency- Tech Advisory & Startup Incubation: Supporting businesses and entrepreneurs with tools, mentorship, and funding to transform ideas into successful ventures. Join Invest Value to elevate your wealth management practice, supported by innovative technology, premium products, and actionable insights. Visit to learn more and get started today! Reach out to us at partnerships@investvalue.in.
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Verified contacts
33
available on Kipplo
LinkedIn employees
52
11 to 50 range
Open roles
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no listings
Distinct roles
25
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
33 contacts with verified email or phone · masked until revealed.
- AV
Apurva Vardhman
Director · General Business & Management
EmailPhone - RP
Rakesh Parihar
Director · General Business & Management
EmailPhone - AK
Akshit Kakkar
Assistant Vice President · General Business & Management
EmailPhone - RC
Rajesh Chauhan
Senior Vice President · General Business & Management
EmailPhone - SC
Shikha Chadha
Associate Vice President · Finance & Accounting
EmailPhone - AG
Akshay Goel
Manager · General Business & Management
EmailPhone - DL
Dipankar Lodha
Manager of Sales · Sales & Business Development
EmailPhone - RA
Rachit Arora
Manager · General Business & Management
EmailPhone - RB
Raghav Batta
Relationship Manager · Sales & Business Development
EmailPhone
Showing 9 of 33 verified contacts
Top roles at Investvalue
25 distinct titles indexed · top 10 shown.
- 2assistant vice president
- 2director
- 2manager
- 2relationship manager
- 1assistant manager
- 1assistant product manager
- 1assistant vice president business development
- 1associate software engineer
- 1associate vice president
- 1chief people officer
- +15more titles
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