Veda Financial Investment Advisory

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Client assets under management

$55,000,000

Clients

100% high-net-worth

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Low

Average account size

$1,000,000

About

Veda Financial is a California-registered investment adviser that provides discretionary, value-oriented portfolio management and general financial planning to individuals, trusts, corporations, retirement plans, and charitable organizations. The firm customizes separately managed portfolios, reported $17 million in discretionary assets under management as of May 6, 2022, and generally establishes new client relationships at a $500,000 minimum.

The firm uses a bottom-up, fundamental value-investing process and favors active management, employing financial-statement analysis and valuation metrics to build equity-focused and balanced strategies tailored to clients’ time horizons and liquidity needs. Portfolios are monitored on an ongoing basis with formal reviews at least annually, and tax consequences are considered as part of portfolio management.

A notable characteristic is that the principal holds a life insurance license and offers life insurance and annuity services when appropriate, though the brochure indicates the license is not currently active and any commission arrangements would be disclosed as a potential conflict. As a single-advisor practice led by a manager with advanced academic credentials, Veda does not take custody of client assets, does not vote client securities, and does not receive soft-dollar research or third-party execution benefits.

Client services

Portfolio management

Expertise

Active portfolio management Wealth management Business succession planning

Fee options

Other

Account minimum: $500,000

Main office location

Veda Financial Investment Advisory

120 Newport Center Dr, Ste 286

Newport Beach CA 92660, United States

Number of offices

Most active in

California

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Facebook X Website 6125628910

Advisors at this firm

Urmimala D

Series 65

Newport Beach, CA

Veda Financial Investment Advisory

Urmimala Dasgupta is a financial advisor at Veda Financial Investment Advisory with 11 years of industry experience. She holds a Series 65 designation and has been with Veda Financial Inc. since 2017, following prior work with Veda Value Funds. Veda Financial is an independent California-registered investment adviser offering discretionary, value-oriented portfolio management and financial planning to individuals, trusts, corporations, retirement plans, and charitable organizations. The firm employs a bottom-up, fundamental value-investing approach with customized portfolios and focuses on active management using financial-statement analysis and valuation metrics.

Active portfolio management Wealth management Business succession planning

Kavi V

Series 63, Series 65, Series 66

Los Angeles, CA

Veda Financial Investment Advisory

Kavi Virk is a financial advisor at Veda Financial Investment Advisory in Los Angeles, CA, with nine years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Eagle Strategies LLC and New York Life-affiliated firms. Outside of his advisory role, he serves as Vice-President and board member of the Georgetown University Alumni Association's Los Angeles Chapter. Veda Financial is a California-registered independent investment adviser that offers discretionary, value-oriented portfolio management and financial planning to individuals, trusts, corporations, retirement plans, and charitable organizations. The firm employs a bottom-up, fundamental value-investing approach with customized equity-focused and balanced strategies tailored to client needs.

Active portfolio management Wealth management Business succession planning

See all

View complete list of advisors at this firm

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