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Testimonials

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Testimonials

"Financial adviser with an "eye for detail" is what defines Shifali. In all our interactions, I have found her to be keen on building need based consulting, advising products on merit and above all creating a value proposition for the stake holders. She is an avid knowledge seeker, trust worthy business partner and a very erudite entrepreneur. In my opinion, our market needs more people like Shifali to enable deeper penetration of financial and investment literacy. Salute your spirit. Keep up the fabulous job. Cheers!"March 7, 2013

Dronacharya Basu Thakur

Head - Corporate Sales at Fidelity Worldwide Investment - was with another company when working with Shifali at Funds Vedaa

"Shifali is one of the rare investment adviors I have met who has her own investment philopshy and process behind how she advises her clients. One gets a sense that she is truly representing the client and scanning the market for the best possible products or solutions to meet client requirements. She invests a lot in her practice and the hard work is evident in her success. Shifali is also an excellent public speaker and I am sure she is an inspiration to other advisors."March 5, 2013

Aashish P Somaiyaa

Chief Executive Officer - Motilal Oswal Asset Management Company - was with another company when working with Shifali at Funds Ve'daa

"Shifali is an insightful, thorough and unbiased professional who has an eye on the goal. Added to her in-depth knowledge of financial instruments is her creativity and excellent communication skills that make her a competent portfolio manager."March 3, 2013

Gargi Banerjee

Freelance writer - was a consultant or contractor to Shifali at Funds Vedaa

"Ms. Satsangee is a very respected person in the financial advisory fraternity. I have known her for about two years or so. She is a person with immense knowledge and Zeal. Fantastic communication skill and clarity of thought. You can have good knowledgable discusions on complex financial topics too. Shifali ji is a nice person to know and interact with. Best Wishes for future success."February 21, 2012

Nikhil Shrivastava

Area Sales Manager, Fidelity Fund Management Pvt. Ltd. - was with another company when working with Shifali at Funds Vedaa

"Shifali is an epitome of entrepreneurship & its evident from the way she has built up Fundsvedaa right from scratch. Customer centricity is her middle name & she just wouldn't allow anything to come between a customer's need & her services. She practices what she preaches & adheres to her financial advice. Her adaptiveness to changing dynamics of the industry has made her take the online approach very seriously. I wish Fundsvedaa all the very best for their future plans." September 12, 2011

Aloke Vohra

Vice President - Sales & Business Development, IDFC Asset Management Company Ltd - was a consultant or contractor to Shifali at Funds Vedaa

"Ms Shifali Satsangee is one of the most organised person i have come across.She is a person with clear cut vision and objectives and also the methodical way to achieve them.She is one of my most important business partner.She has excellent communication skills and has sound knowledge of the business she is in. Her keenness to learn new things and her continuous effort to excel in all the things she knows has made her a market leader in investment advisory business in her region.It is a pleasure to work with her and i always learn something or the other everytime i meet her. I wish all the success for all her future endeavours." September 2, 2011

Nadeem Akhter

CLUSTER HEAD, ICICI Prudential AMC Ltd - was with another company when working with Shifali at Funds Vedaa

"Shefali is a much focused professional. Understands the Asset Management business dynamics quite well and is instrumental in spearheading investments business to a new high at Agra. She is taking care of high-end client relationships directly and drives investment sales for the "funds vedaa". She is the leader of her trade and that explains her rise from strength to strength."August 28, 2011

Prabhat Mishra

Branch Manager, Birla Sun Life Asset Management Company Limited (BSLAMCL) - was with another company when working with Shifali at Funds Vedaa

"Shifali Mam is a excellent person and she is very persuasive and has excellent knowledge on the subject she is dealing with.She is fast learner and manages her relationships very well. She is open to learning and works hard on any short comings in a conscious effort to improve self. She will always keep you( AMC GUYS ) on there toes but working with her is a delight & a great learning experience .I wish her the very best ." August 28, 2011

Amit Malhotra

Senior Manager- Retail Channel, IDFC ASSET MNGT CO. LTD. - was with another company when working with Shifali at Funds Vedaa

"Ms Shifali Satsangee is one of the best investment advisors I have come across. She is open to ideas and ensures ideas do not remain as ideas and are executed quickly. She is a very innovative thinker, understands pulse of her business and customers. Investor centricity while giving advice has clearly positioned her as market leader of the region in investments business. She has strong communication skills.It is a pleasure to be associated with her. Outstanding professional!!!" August 28, 2011

Navneet Batra

Sr. Vice President & Regional Head ( Rest of North ), IDFC Asset Management Company Ltd - was with another company when working with Shifali at Funds Vedaa

"It is a great privilege that I write a recommendation for Ms. Shifali Satsangee. I have found her to be a pleasant, generous person who is never afraid to take a challenging task. Shifali has been one of our most dedicated business partner. 

Shifali is an independent, self directed person who is able to communicate effectively and meet even the most demanding challenges. 
While Shifali on her job performance has been nothing less than stellar, she has also become a close friend to many of us. Shifali is not only gifted in her uncanny ability to foresee growth opportunities, she is also a vivid book reader. 

I now and always wish a very happy and successful career for Shifali for times to come." July 3, 2011

Rajib Bose

Regional Head-UP/Uttrakhand, ICICI Prudential AMC Ltd - worked directly with Shifali at Funds Vedaa