Who We Are
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
This is the performance of a model VF stock portfolio tracked on Interactive Brokers. Results are not typical. Returns from individual portfolios will depend upon the investment objectives and other factors
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
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.