FundsVedaa
Founded by Shifali Satsangee- an AMFI Registered Mutual Fund Distributor (ARN-18870).
Funds Vedaa is headquartered in Agra- National in reach and recognised by Bloomberg TV, Moneycontrol, Livemint, India Today, ET and local dailies.
Comprehensive Review and Assessment of Portfolio Health
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24/04/2026
Attending the Millionaire Summit & Awards 2026, organized by Executives Collaboration Business Network Pvt Ltd, was a truly enriching experience. The event offered powerful insights, meaningful conversations, and learning that will stay with me well beyond the stage.
I’m deeply thankful to the organizers for presenting me with the Prestigious Millionaire Summit Award 2026. I appreciate this recognition and value the encouragement and trust extended to me.
Moments like these reaffirm the journey and the purpose behind the work we do at Funds Vedaa.
The summit provided an excellent platform to engage with accomplished leaders and stalwarts from diverse industries. The interactions and knowledge shared were highly insightful and contributed meaningfully to my professional learning and perspective.
A special mention to the entire team for a seamlessly organized, thoughtfully curated, well-structured and professionally executed event. From the flow of sessions to the overall experience—every detail reflected excellence.
Thank you once again for an unforgettable experience. I look forward to future initiatives and continued association.
Thanks again to Bharathiraja Thangappalam MohanRaaj Govindaswamy S, Sargunan Thanigaimalai and the
Executives Collaboration Business Network Pvt Ltd team.
24/04/2026
An honour to host Mr.Raj Mehta- Fund Manager- PPFAS Mutual Fund, Mr.Jitendra Chawla, CFA- Head-North Distribution, and Mr. Aditya Chaturvedi at our office this evening.
24/04/2026
Important piece by Mutasim Khan on how missed SIPs are quietly becoming a revenue line for banks.
Glad to have contributed to this conversation.
Unlike a loan EMI bounce, a SIP bounce does not expose the bank to credit risk or recovery cost. Which is why the penalty logic starts to break down.
What stood out while speaking to clients is this:
Most investors are simply not aware these charges exist until they see them.
At a time when financial inclusion is expanding and more first-time investors are entering the system, especially beyond the top cities, this becomes even more important.
Because for someone just starting out, unexpected penalties don’t just impact money. They impact behaviour.
If anything, this calls for:
clearer upfront disclosures
better communication from banks
stronger investor awareness
Disciplined investing should be encouraged, not discouraged by friction that isn’t fully understood.
Worth reading: https://lnkd.in/g3ScNZ9j
https://the-ken.com/newsletter/make-india-competitive-again/your-missed-sip-could-be-making-banks-tens-of-crores-every-month/
Your missed SIP could be making banks tens of crores every month With 90 million SIP accounts, even small failures are big money for banks
16/08/2025
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63, Nehru Nagar, Ist Floor
Agra
282002
Opening Hours
| Monday | 10am - 6pm |
| Tuesday | 10am - 6pm |
| Wednesday | 10am - 6pm |
| Thursday | 10am - 6pm |
| Friday | 10am - 6pm |
| Saturday | 10am - 6pm |