ValuEthics – This one word describes our whole Business Model. Value Ethics is a leading provider of financial services with an emphasis on customized solutions in the areas of Mutual Funds, Stock Broking, NPS/Bonds and Insurance. Our clients include institutional investors, corporate and High Net Worth (HNIS’s) families.

Since the last 15 Years we have been improving and improvising on the terms of the various Market Ups & Downs and sailed through various Economic challenges, which has helped us serve our Potential clients/customers with complete Efficiency by providing them with timely strategies in order to amend their Portfolios in the best possible way by achieving Higher Returns at a lower Risk with us.

We manage an AUM of Rs.1100 Crores which is backed by our core team of Highly qualified and Experienced team. At ValuEthics, We believe in the following principles which help us in pursuing our Goals.

  • We strive in helping our clients to achieve their financial goals & dream.
  • We work closely with our clients by understanding and reviewing their Profile and educate them during the planning process so that they are empowered to make smart decisions about their money.
  • We encourage our clients to share their opinions, Goals & request explanations and express their preferences. In Return; we are forthright and open all our exchanges with our clients.
  • The confidentiality of a client’s Details is utmost assured and at our top priority as the Finances are a sensitive topic of concern and should be shared only with the trusted Professionals.

Meet Our Team

Niraj Rathi
Founder & CEO
niraj@valuethics.in

With a rich experience of 20 years in the financial Markets,Mr. Niraj Rathi stands as the driving force behind Value Ethics Pvt. Ltd. His dedication to financial excellence has been honed through notable roles at KOTAK MAHINDRA BANK and MOTILAL OSWAL FINANCIAL SERVICES, where he contributed significantly over 7 years.
Passionate about creating financial awareness, Mr. Rathi serves as a “Financial Coach” to each and every corporate & HNI Families, aiming to deepen their understanding of personal finance.

Ritu Rathi
Co-Founder & Director
ritu@valuethics.in

Jyoti Gilbile
Operations Head
support@valuethics.in

Kalyani Wakchaure 
MF Operations
support@valuethics.in

Rohit Shinde
Senior Dealer
rohit@valuethics.in

Archana Rathod
Stocking Broking-Operations
archana@valuethics.in

Sahil Bhansali
Manager Client Relations
support@valuethics.in

Our Mission

We proactively work towards long term wealth creation of our customers for a significant and consistently addressing his Financial Goals.

Our Vision

To become the most admired Company by providing our customers an enjoyable experience of accelerated returns and a guaranteed peace of mind.

Our Core Values & Philosophy

Integrity

To be True & Honest with everyone and Have the Ability to fearlessly voice opinions without biases.

  • Adherence to moral and ethical principles.
  • Thoughts and actions based upon values rather than personal gains.
  • We do right thing with good intentions.

Professionalism

To have the highest standards of conduct in dealing with all stakeholders and have systems, Policies & Behaviour which encourage organizational effectiveness.

  • Professional approach.
  • Experience for the people that matter.
  • Expertise that care to manage your assets.

Team Work

To have Benchmarks that compare with the Best in class globally & strive towards a work output that significantly exceeds client expectations.

  • Teamwork makes the dreamwork.
  • This makes us go fast.
  • The strength of team is each individual member and strength of each individual member is team.

Excellence

To have Benchmarks that compare with the Best in class globally & strive towards a work output that significantly exceeds client expectations.

  • Excellence that make you rich in investment experience.
  • Excellence that helps you understand your own values.
  • Excellence that cherishes your assets and enjoyment.