Shifali Satsangee - Online Tax Return Filing Advisor in Nehru Nagar, Agra

Shifali Satsangee - Online Tax Return Filing Distributors

Member since Jan 14, 2014

9760099122

shifali_s@yahoo.com

Save Details

3835 Viewed my profile

1 Peoples Favourite

0 Reviews

About Me

Shifali is a leading Financial Advisor of Agra and Founder of Funds Ve'daa. Funds Ve'daa commenced its venture into the domain of Mutual Funds Investment Consultancy and Mutual Funds Portfolio Management 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.

About Work Experience

With nearly 10 Years of experience in Mutual Funds Advisory, with a varied experience in handling HNIs , Ultra HNIs , Corporate portfolios and catering to a cross section of investors, Funds Vedaa believes in intensive research and analysis before taking informed decisions. As mutual fund consultants, the key objective of Funds Vedaa is to assist its clients in Portfolio Management Services ranging from 1 days investment services to long term wealth creation. Our key goal & objective is to provide quality service and Fund Consultancy to our esteemed clients. Specialties:Mutual Funds Portfolio Management Services which includes Investment Research, Risk Profiling, Fund Analysis, Fund Allocation, Portfolio Construction and Rebalancing Portfolios for Capital appreciation and Wealth creation; Accounting and Taxation as parallel services.ite few lines about your total years of experience here...

Experience & Qualification

Qualification

BA, MBA

Experience as an Advisor

12 Years

Total work Experience

12 Years

Services and Advisory Offered

Mutual Fund
Tax Consultancy
Online Tax Return Filing
Portfolio Management Schemes

Affiliations

ASK Circle

Awards & Recognition

Member of Mutual Fund Round Table (MFRT-2012)
Imperial Member of Mutual Fund Round Table (MFRT-2013)
Outstanding contribution in FY 2010 - 11 - HDFC Mutual Fund
Star Performer in IDFC Mutual Fund - FY 2010 - 11
Certificate of Appreciation - Valued associate - Commemoration of HDFC Mutual Fund's 10th Anniversary
Certificate of valuable contribution FY 2012-13 - HDFC AMC
Outstanding contribution towards success -HDFC Mid Cap Opportunities