About Us

Ved Investments is a women-led mutual fund advisory and financial literacy firm built on three generations of expertise and trust. Based in Pune, we combine professional financial acumen with a social mission—making wealth creation accessible to every household.

Our team provides end-to-end investment solutions, guiding clients through mutual funds, savings strategies, and personalized financial planning. What sets us apart is our dual focus:

                                        Wealth Management: Helping first time women investors, families, and enterprises grow their wealth through disciplined, research-driven investment strategies.
                                    

                                        Social Impact: Through our Sakhi initiative, we extend financial literacy and inclusion to underserved communities—our dedicated social wing that helps households take their first steps into formal finance and transform savings into long-term security.
                                    

At Ved, we believe financial independence is more than numbers—it is dignity, confidence, and freedom. By blending professional expertise with a human touch, we are building India's go-to women-led financial ecosystem, where growth and inclusion go hand in hand.

60+ Crores ₹

Assets Under Management

300+

Clients

Certified

Financial Advisors

22+ Years

of Experience

Meet Our Team

Experienced professionals dedicated to your financial success

CA Neha Agrawal

Co-founder | Chartered Accountant

CA Neha Agrawal, a qualified Chartered Accountant, is the Co-founder of Ved Investments with over 20 years of expertise in finance and wealth management. She is recognised for her professional excellence, technical expertise, and strong business acumen, having advised a wide spectrum of clients on sustainable investing and long-term financial planning.

Her leadership has been instrumental in positioning Ved Investments as a trusted wealth management firm. With a deep understanding of investments, regulatory frameworks, and client advisory, she ensures every financial strategy balances rigour with responsibility. Her ability to blend corporate discipline with entrepreneurial vision has allowed the firm to expand across diverse client segments.

Outside of her professional journey, she is a passionate trekker, having successfully completed expeditions to Everest Base Camp (Nepal) and Mount Kilimanjaro (Tanzania, Africa)—a testament to her perseverance and determination.

CA Rajashree Agrawal

Co-founder | Chartered Accountant | Financial Risk Manager (FRM)

CA Rajashree Agrawal, Co-founder of Ved Investments, brings a unique blend of technical expertise, entrepreneurial vision, and global financial experience to the firm. A Chartered Accountant and Financial Risk Manager (FRM), she began her career in investment banking with Credit Suisse and J.P. Morgan, where she led projects in Basel capital reporting, business process re-engineering, and automation—including initiatives that improved regulatory accuracy and saved hundreds of analyst hours annually.

At Ved Investments, Rajashree applies this rigorous institutional background to strengthen client advisory and scale operations. She also founded the Social Wing of Ved Investments, a platform dedicated to financial literacy for underserved communities, domestic helpers, and first-time women investors. Through this initiative, she has designed programs in vernacular languages to simplify savings and investment concepts, helping families take their first steps toward financial independence.

Her dual focus—on building cutting-edge financial solutions and driving inclusive impact—positions her as a next-generation leader committed to expanding Ved Investments into a nationally recognised, women-led financial ecosystem.

Ashadevi Agrawal

Senior Advisor

Ashadevi Agrawal serves as the Senior Advisor at Ved Investments, bringing with her decades of lived wisdom and a natural ability to connect with people from all walks of life. Known for her warmth and strong community presence, she plays a vital role in making Ved Investments approachable and trusted among families and local networks.

Her greatest strength lies in her ability to simplify financial concepts into relatable stories, enabling women, domestic helpers, and first-time investors to gain confidence in managing their money. Through her deep relationships and approachable style, she embodies the heart of Ved Investments—building trust, fostering inclusivity, and ensuring financial literacy reaches every household.