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About-Us

ABOUT US

Knowing is not enough; we must apply. Willing is not enough; we must do. - Johann von Goethe
A

Genesis

Funds Ve'daa commenced its venture into the domain of Mutual Funds Distribution Services in the year 2002 under the flagship of Shifali Satsangee. Shifali hails from Chennai erstwhile Madras, settled in Agra in 1991. She is an Economics Graduate and has earned a Masters degree in Management with specialisation in Marketing. Shortly after the inception of Funds Ve'daa, it's odyssey into the world of finance traversed and reached its zenith being ranked numero-uno in Agra and acquired a place in top four in the entire Uttar Pradesh, in the IFA category based on the Mutual Fund Assets managed.

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When Funds Ve'daa was founded, we took the liberty of putting an apostrophe mark (') with in the name. We were convinced that one day in the not too distant future, one of the groups might forget how crazy those days were. So now, whenever one of us seems about to let their guard down, all he need do is glance at that simple sign, that peculiar admonition which conceals a world inside of itself, in order to be taken back to the beginning and the energy of those early days enhanced with the experience of the intervening years.

We grew up like most distribution firms – strongly rooted. We have a firm grasp on how an individual's financial goals are important to him and we're well-schooled in coming up with correct schemes after researching them.

We then started to see how this little thing called the Internet might affect our brand. So we took our first step in growing our digital DNA. We hired digital Gurus, who helped us in expanding our genetic makeup to include all the nooks and crannies of Funds Ve'daa in the social space.

So that's where we hang out – at that intersection of Investment and Digital world. We do our best thinking here. It's where the magic usually happens.

B

Raison d'etre

"Growth" is Funds Ve'daa's raison d' etre. Growth to us connotes – Creation, Augmentation, Appreciation and Progress. Using our professional expertise in the areas of Mutual Funds Distribution, keeping in mind your future financial visions and we use the best research and methodologies in the mutual fund industry.

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I think that our fundamental belief is that for us growth is a way of life and we have to grow at all times.

MukeshAmbani

Pyramid

C

Ideology

At Funds Ve'daa we are perennially engaged in all aspects of organising your finances effectively and efficiently. Strong ethics is the key to Funds Ve'daa's credibility. Compliance is not just what we adhere to, to meet regulatory requirements; it is a philosophy in itself. Highly personalised and trustworthy portfolio management services, in a consistent manner, over the years, have helped us nurture long term fruitful relationships

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The circle of trust

Credibility : Our Biggest Asset

At Funds Ve'daa we are perennially engaged in all aspects of execution like every transaction intermediary, effectively and efficiently. Strong ethics is the key to Funds Ve'daa's credibility. Compliance is not just what we adhere to, to meet regulatory requirements; it is a philosophy in itself.

Highly personalised and trustworthy distribution services, in a consistent manner, over the years, have helped us nurture long term fruitful relationships with our clients. Funds Ve'daa has become an integral part of our clients lives and this has been our maxim since Funds Ve'daa's inception. At any given time our commitment has always been towards what you wish to achieve. We thrive on the satisfaction of our existing clients and based on the trust that has been put in us, they keep referring us to the new customers.

It is our privilege to have majority of our customers through referrals and this drives us to deliver the best within set deadlines. We feel proud about the fact that we have been able to retain each of our customers who had signed up with us a decade back.

Blah Blah Blah – The Way we Work

  • Our Precept

    Think Creatively. Risk Intelligently. Work Passionately.

  • Our Core Values

    • Inspired Thinking

      Ask smarter questions, push for innovative solutions and believe in the power of knowledge.

    • Integrity

      Be consistently open and honest. Be true to ourselves and our values.

    • Intellectual Capital

      Find, stimulate and maintain the best minds.

    • Community

      Give back to the communities where we live and work.

    • Healthy Bottom Line

      Be nimble. Be accountable.

  • Our Attitude

    • Thoughts

      Thinking outside the box always gives you another perspective, which energises and opens your mind. Between experience and imagination. Between technology and intuition. With the desire to listen and invent.

    • Solutions

      Small fragments of what is to come. We like to imagine them, anticipate them, and build them. Using technologies that speak to everyone. Eclectic and versatile. Where functionality and dreams meet.

    • Play

      Play - This is our favourite method. We use it every day to inspire ourselves and have serious fun. For instance, our brain storming sessions –the results are often surprising, especially to our customers.

D

Protocol

Being professional in our approach and honourable in our practices, we have devoted ourselves to being completely transparent in our dealings with our esteemed clientele. All our advices and actions are based on regular interaction with our clients. The trust of our clients is held in high esteem and we maintain high ethical standards at all levels of client interaction. We have set for ourselves strict rules of conduct and

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Our Motto : Responsible Business Conduct

We have set for ourselves strict rules of conduct and we follow them as a thumb rule. The purpose of maintaining ethical standards is to prohibit activities which may lead to any instance of conflict of interest. We also maintain complete client confidentiality and work with a "Can Do..." attitude while dealing with all our clients despite their varied financial requirements. Our time and focus is devoted to structuring or re-structuring unique financial solutions that aid in capital appreciation.

E

Accomplishments

  • Ranked 1st in Agra and being one of the top four in Uttar Pradesh in IFA Category based on Mutual Funds Assets managed.
  • Qualified and Awarded the membership of "2012/2013/2014/2015/2016 Mutual Fund Round Table Imperial" and entitled to the privileges that thereto pertain, including the use of the insignia by the ASK CIRCLE.
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  • Ranked 1st in Agra and being one of the top four in Uttar Pradesh in IFA Category based on Mutual Funds Assets managed.
  • Qualified and Awarded the membership of "2012/2013/2014/2015/2016 Mutual Fund Round Table Imperial" and entitled to the privileges that thereto pertain, including the use of the insignia by the ASK CIRCLE.
  • Certification of appreciation in recognition of efforts as a Valued Associate and Outstanding Contribution in FY 2010 – 11 by
    HDFC Mutual Fund
  • Member of /DFDA/FIFA and Board member of MFRT.
  • Star Performer for IDFC Mutual Fund for FY 2010 – 11
  • Certificate of Recognition appreciating the Outstanding Contribution towards success of HDFC Mid Cap Opportunities Fund.
  • Certificate of Appreciation in recognition of efforts as a Valued Associateon the Commemoration of HDFC Mutual Fund's 10th Anniversary.
  • Qualified and Awarded the membership of "2011 Mutual Fund Round Table Royal" and entitled to the privileges that thereto pertain, including the use of the insignia by the ASK CIRCLE.