Mutual Funds Planning
Mutual Funds have a wide range of products which helps you invest for 1 day to many years to reach your goals.
Welcome To Vithadwaitha
Mutual Fund distribution & Investment Services
Based out of Bangalore, we are one of the leading distributor of Investment and Insurance products with focus on your needs and investments goals.
How to meet your Financial Goals
We have unique tools to link your existing investments to future financial goals. This helps you link mutual fund investments made in the past without a goal in mind to be aligned to goals which you may have now.
Have a Dream Home
Independent house, villa or a house with a terrace garden. Everything is possible with a plan.
Read moreBecome Wealthy
Who does not want to be? Simple baby steps from an early age is key to wealth creation!
Read morePlanning Your Retirement
What to do if you need to maintain the same life style post your retirement too?
Read moreHigher Education Corpus
A foreign degree or the best college here, it is not easy to get in without a huge corpus.
Read morePlan Children Marriage
Indian marriages are much more than meeting the two hearts together. Figure out the cost!
Read moreCreate Emergency Corpus
What happens when you lose a job or some emergency comes in suddenly. Be prepared always!
Read moreWe are always ahead of others in term of providing Professional Services and Solutions for your Investment Needs.
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Happy Customers
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15 years
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Team Members
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Million Assets
Our Team
At Vithadwaitha, it is team work that works for our clients. Be it investment suggestions, planning and after sales service, team work is the core of everything that we do.
Roopa Shankar
Founder
Srikala Bhashyam
Founder
Manjunath B
Business Intelligence and Strategy Manager
Vimala
Relationship manager :Mutual funds
Arvind S
Office Assistant
Pragati
Relationship Manager
Jeevitha
Relationship Manager
Uma Maheshwari Mahesh
Relationship Manager
SIP of Rs 10,000 in NIFTY 50 Index with annual top up of 10%
Latest Blogs
We try to keep you updated with the latest information on products, personal taxation and services that we offer along with fund reviews and investment analysis.
Insight into a new mutual fund
The difference between a focused fund and more diversified equity funds is that focused funds have a concentrated portfolio strate ...
Avoid 6 common tax planning mi
Tax planning is an important financial objective any person has. Tax planning starts when a person starts working and continues al ...
How to choose the right mutual
Many investors still think of mutual funds as a way of investing in equities. As per AMFI, nearly 70% of retail and HNI assets wer ...
Happy Clints Says
With your financial planning methods, we found a road map into the future, budgeting for the good times and the not so good ones; most important you have removed the fear out of the future. We sleep well while you keep a watch on our investments. Thank you, Vithadwaitha. May the good times roll!
Anjali Prayag & Ramesh
Forever grateful to team Vithadwaitha Financials, specially Srikala Bhashyam, whom I see as my guide and guru, for "making our money work for us". It was a concept unknown to us for a long while, coming from a financially conservative background! We as a family appreciate all the hard work that Vitahdwaitha has put in, to make the right choices...
Srikala Bhashyam and Roopa Shankar - a true example of woman, power and leadership. A story of Vithadwaitha Investments started by the dynamic duo - Srikala and Roopa more than a decade ago with the motto "changing money 2 wealth" and have successfully lived up to changing the lives of many like us, making us financially...
I have known Mrs. Srikala Bhashyam and Vithadwaitha over the last 15 years. Her firm's service has been exemplary. I do value her timely advise on so many financial facets and she has been a part of my exploratory journey into the complex web of the financial world.
