Who We Are
Growth Investing
Over 30 years of experience
Who We Are
Veda Financial (VF) is a Registered Investment Advisory firm that provides customized, results-oriented Investment Management solutions focused on capital preservation and long-term growth
Performance
How are we different
We are uniquely differentiated in the investment advisory business:
1.Results: We regularly publish our investment performance
2.Transparency: Clients have full access to their accounts and are able to check performance, add or withdraw funds etc. anytime
3.Responsiveness: We are always available to discuss investment needs, strategy etc.
4.Active management: We actively manage client investment portfolios. We do not gather assets and turn them over to other managers, which can increase costs and affect performance
5.Financial plan: We provide complimentary financial assessment, and re-evaluate the plan as needs change
Manager Bio
Toni DasGupta is a registered Investment Advisor at Veda Financial (#173448). She has 15+ years of experience in the financial
industry and has a PhD in Physics, an MBA in Finance and holds 3 technology patents. Toni served on the board of AAII American Assoc. of Individual Investors; evaluated ventures at the Tech Coast Angels; founded the Los Angeles Hedge Fund Managers group; and provided strategic investment advice to the Kiwanis Charitable Foundation.