SEBI Registered Investment Advisor- INA000021155

ValuEthics is the best possible option to achieve higher returns at lower risk by investing in Stock Broking, NPS/Bonds, Insurance, and Mutual Funds in India.

BEYOND TRADITIONAL INVESTING

Your 360° Financial Advisory & Investment Execution Platform

The Idea behind ValuEthics 360°

Shaped by the real challenges investors face,bringing clarity and structure to financial decision-making.

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See How ValuEthics 360° Works

See How ValuEthics 360° Works

See How ValuEthics 360° Works

Solving Investor’s problems everyday.

Why ValuEthics 360°

Why ValuEthics 360°

one-integrated-platform

One integrated platform for research, planning, tax, and legacy — everything in one place

data-driven-tools

Data-driven tools + human expertise for smarter financial decision

organised-view

Organised, clear view of your entire financial life, always updated

Alerts

Proactive alerts & disciplined guidance to keep goals and investments on track

long-term-wealth

Designed for long-term wealth clarity for everyday Investors

ValuEthics 360° Wealth Trackers

Your wealth ecosystem is managed through 4 Integrated Trackers, each designed to solve a real investor problem.

01 Research Tracker

Equity Selector + Equity Maximiser Tools

Selecting consistent winners across MF & stocks.

Defines Entry & Exit Investment Valuation Zones.

Eliminating the Loser’s & Ride the Winners for Out performing Investment Growths.

Position Sizing – Amount Effect in Equity far More Rewarding than CAGR (%) Effect.

02 Portfolio Tracker

Portfolio Analytics Tool

Asset Allocation Rebalancing – Cyclical Risk-Reward VE Framework.

Overweight/Under-weight Investment Insights.

Timely Portfolio Alerts – Portfolio Adjustments.

Real-time VE MF & Stocks Valuation Zone – Analytics & Action Plan

03 Financial Planning Tracker

Financial Planning + Retirement + SWP + Children Corpus Tools

Goal On-Track/Off-Track Updates & Suggestion

Auto-Updated Goal Calculators – Futuristic Roadmap

Financial Goal Scenario Analysis
– The Conservative / Moderate / Optimistic projection

04 Personal Finance Tracker

Balance Sheet + Income Tax + WILL Creation Tools

Auto-Updated Total Networth – Financial to Non-Financial Assets Ratio Analysis.

WILL Creation on click – Legacy Planning & Assignment of Assets.

Historical Income-Tax Record –
Simplified- Total Income to Taxes paid.

Choose the best plan that suits the investor in you.

Silver Plan

  • Financial Planning
  • Model Portfolios
  • Portfolio Tracker
  • Equity Selector ★
  • Equity Maximiser ★

     


     


There's a plan for every investor.

BEST seller

Platinum

  • Financial Planning
  • Model Portfolios
  • Portfolio Tracker
  • Equity Selector ★ ★
  • Equity Maximiser ★ ★
  • Personal Balance Sheet
  • Quarterly Portfolio Review
  • Live Goal Tracker
  • Existing Portfolio Rebalancing
  • STAR Portfolio Scanner
  • Income Tax Tracker & Planning
  • Will Creation Tool

Gold Plan

  • Financial Planning
  • Model Portfolios
  • Portfolio Tracker
  • Equity Selector ★ ★ ★
  • Equity Maximiser ★ ★ ★
  • Personal Balance Sheet
  • Quarterly Portfolio Review
  • Live Goal Tracker
  • Existing Portfolio Rebalancing

★ Partial Access

★ ★ Extended Access

★ ★ ★ Full Access

Trusted by Investors.

Trusted by Investors.

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Slide

As a doctor, most of my time and attention goes into my practice, and managing finances often takes a back seat. Earlier, my investments and financial records were spread across different places, which made it difficult to get a clear picture. ValuEthics 360° has helped by bringing everything together in one place — my portfolio, goals, and overall financial view. It has made tracking and understanding my finances much easier and far less time-consuming.

Dr. Neha Baheti
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Your Wealth Deserves Better.

Your Wealth Deserves Better.

Switch from scattered apps to one organised, intelligent system – ValuEthics 360°