Veda Financial Investment Advisory
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
Account minimum: $500,000
Main office
See office120 Newport Center Dr, Ste 286
Newport Beach CA 92660
Advisors at this office
1
Offices (2)
Most active in
California
Also doing business as
Dasgupta, Urmi · Dasgupta, Urmimala · Veda Financial · Veda Financial Investment Advisory · Veda Value Funds
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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 12 years of industry experience. She holds a Series 65 designation and has worked at Veda Financial Inc. since 2017, following two years at Veda Value Funds. Veda Financial is a California-registered investment adviser that provides 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 and customizes portfolios based on clients’ time horizons and liquidity needs.
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 with 10 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked previously at Eagle Strategies, NYLife Securities LLC, New York Life Insurance Co, and Banc of America Investment Services. Outside of his advisory role, he serves as Vice-President and board member of the Georgetown University Alumni Association in Los Angeles. Veda Financial provides discretionary, value-oriented portfolio management and financial planning services to individuals, trusts, corporations, retirement plans, and charitable organizations. The firm employs a bottom-up, fundamental value-investing approach with active management tailored to clients’ time horizons and liquidity needs.
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