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Home•About AssetVeda
Wealth Advisory & Investment Management

Wealth Management Built Around Better Decisions

We empower individuals and families to build, grow, and preserve wealth through deep financial research, multi-asset opportunities, and transparent advisory.

Industry Experience

6+ Years Expertise

Asset Coverage

Multi-Asset Suite

Regulatory Credentials

AMFI & NSE AP

AssetVeda Corporate Headquarters

Client-Centric Integrity

Built on long-term trust & transparency

ABOUT ASSETVEDA

Guiding Your Financial Journey With Clarity & Confidence

AssetVeda Private Limited is a premier wealth management firm helping clients navigate complex financial markets with institutional research and tailored portfolio strategies.

Effective wealth management requires evaluating opportunities beyond short-term market noise. We provide comprehensive solutions across Mutual Funds, Bonds, Unlisted & Pre-IPO Shares, Corporate FDs, Insurance, and Share Recovery Services.

Research-Led

In-depth market & fundamental analysis.

Transparent

Clear disclosures on risk & returns.

Aligned

Customized to your financial goals.

OUR PHILOSOPHY

Wealth Management Begins Before the Investment

A successful investment decision starts by understanding the investor, not by picking a product.

01

Understand

Active Step
02

Evaluate

Select Step
03

Decide

Select Step
04

Review

Select Step
Step 01 • Understand the Investor First

Every portfolio starts with a deep evaluation of your financial position, liquidity needs, time horizon, and risk tolerance.

Risk capacity & liquidity mapping
Time-horizon & goal matching
Life stage & legacy planning
OUR CORE VALUES

Principles That Guide AssetVeda

Transparency

Clear communication on investment risks, fees, and expectations.

Research Discipline

Data-driven asset evaluation rather than speculative market noise.

Client Alignment

Strategies tailored to individual liquidity and risk profiles.

Long-Term Wealth

Sustainable compounding through disciplined portfolio management.

LEADERSHIP

Anshu Bhageria

Director, AssetVeda Private Limited

Anshu Bhageria - Director, AssetVeda Private Limited
Over 6 years of capital market & advisory experience.
MBA & CFA Level I with NISM Certifications.
Specialized in fundamental research & opportunity analysis.
Committed to transparent and long-term client relationships.
CREDENTIALS & CORPORATE INFO

Built on Trust. Backed by Credentials.

AMFI

AMFI Registered

ARN: 362420

Motilal Oswal Partner
Associated Partner

Motilal Oswal

NSENSE

NSE Authorized

Associated Person

NiSM

NISM Certified

Series V-A, VIII, IX-A

AssetVeda Pvt Ltd

U66120RJ2026PTC112841

Regulatory Disclaimer: Investments in securities market are subject to market risks. Read all related documents carefully before investing. Past performance is not indicative of future returns. Registrations and certifications do not guarantee investment performance.