Client Advisor


Growing wealth : The Funds Ve'daa way

We are often asked where the name of our company comes from. The more timid tend to hypothesize roots in Indian culture, while the more audacious suggest that we may have made a wrong mix of Knowledge with Funds. However, few seem to notice the strongest element, the key which effectively represents our essence.

The name "Funds Ve'daa" derives its origin from Arthashastra written by Aacharya Vishnugupt (Chanakya). Arthashastra is an ancient treatise on the art of politics, statecraft and economic policy. When translated, the word Arthashastra means "Scripture of Wealth". The term Ve'daa – "Knowledge", "Wisdom" is derived from the root "Vid" – "To Know" in Vedic Sankrit. This being the underlying essence of the term "Funds Ve'daa" articulates and speaks for itself that profound knowledge of every facet, of all the elements that exist in the realm of the financial orbit is imperative and most essential to wealth management.

Funds Ve'daa is an organisation that provides end-to-end financial solutions through Mutual Funds Portfolio Advisory and Mutual Funds Portfolio Management Services. We're based in Agra but work globally.

We are not just an Investment Advisory firm; in short you could say we are an Idea Agency. We're the plucky rebels, not the galactic empire. There's no blowing up planets to prove our power, and there's no "bish bosh, job done, whooooozneeext" – just carefully and passionately crafted portfolios designed and built with love and affection.

To us, the key to achieving sustainable financial prosperity is knowledge. At Funds Ve'daa, we have a clear policy to be ahead of the development and always seek to acquire the information necessary to suggest the most beneficial and up to date solutions to various challenges.

We create the link between - Your needs and the Solution...


In a financial world that is getting increasingly complex, our goal is straight forward. We want to minimise your risk and maximise your...

Read More


Design is in itself a process, and making your portfolio look great is just a small part of that process. First and foremost we aim to...

Read More


The discovery phase is where we ask you lots of questions to get a full understanding of your expectations from your hard earned funds...

Read More

Wealth Creation

We use unique statistical models and ratios to assess the true risk ratio of the schemes in your portfolio. We will employ persistent...

Read More

Our Core Business

  • Macro Framework
    • Mutual Funds Advisory
    • Mutual Funds Portfolio Management Services
    • Accounting
    • Taxation
  • Value Added Services
    • Pre-packaged Portfolios
    • On demand advisory
    • Value averaging investment plans