About Us
Growth Investing​
Who We Are
Over 30 years of experience
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
Veda Financial performance track record is provided upon request. The results are reported by an independent
broker interactive brokers based upon our model portfolio that is tracked on their platform
How are we different
We are uniquely differentiated in the investment advisory business:
- Results: We regularly publish our investment performance
- Transparency: Clients have full access to their accounts and are able to check performance, add or withdraw funds etc. anytime
- Responsiveness: We are always available to discuss investment needs, strategy etc.
- 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.
- 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 A AII 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.
Let's Connect
Contact Now
investments@vedafinancial.com
