Testimonials

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Mrs. Bhumika K, Mr. Rajesh P, Mr. Mitr P.
  • Bangalore

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 on our behalf, and make those smart decisions at the right time for us so that we may have a more secure future. I think I personally have moved a few notches up from being totally financially illiterate to at least some level of semi-literacy. We have full faith and confidence in you and look forward to a greater spectrum of association in the future.

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Anjali Prayag & Ramesh

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!

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Dr Jyoti Matalia & Dr Himanshu Matalia
  • Dipti Bhojendra Bhende

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 independent and secured for life.

It all started in 2009 for me, when I was looking for a consultant, to guide me with my finances. Being new in Bangalore I didn't whom to approach, when my sister chanced upon an article by Srikala in Times of India, Mumbai Edition and briefed me about it.

Without wasting a moment, I got in touch with heralthough unsure of the outcome of the conversation. But our first telcon was confidence boosting and I realised that I was talking to a clear headed, intelligent, proficient and adept woman. And at that instant I knew I had met the right team of enterprising duo - VITHADWAITHA - and that this would be a long-term association or rather an association for keeps.

Srikala, with whom I have been constantly associated, is now like family, a part of us during festivals and celebrations, during tough times and times of distress. It's always a pleasure talking to her with her positive attitude, never say no spirit and her smiling and friendly nature. She is just a phone call away. Now a true friend indeed.

It's been 12 years since I have been associated with VITHADWAITHA and theyhave guided me perfectly in the financial commitments of my entire family. Any financial decision is never complete without their advice. And their recommendationsare sufficient for me to go ahead with the decisions. Very rarely are their suggestions inaccurate. Though resolute and determined, both of themare soft spoken and full of conviction, leaving you sure and satisfied at the end of the conversation. Their work speaks volumes.

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Dr Prasanna Venkatesh
  • Sr. Consultant Paediatric Urologist & Managing Director, NU Hospitals, Bengaluru

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.

Having someone who truly understands what our financial goals are and who gives appropriate advise at the right time is priceless. The ease with which all other paperwork of these financial transactions are taken care - is something that I am very comfortable with and thankful for.

As life proceeds and there is a career progression, I am glad that Mrs. Srikala has been a part of our journey.

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Mrs. Yasmin Rahman

My daughter , Dr.Lubna , recommended Mrs. Srikala Bhashyam from Vithadwaitha group to manage my finances after the passing away of my husband. My daughter has been associated with them for a long time and had exceptional things to say about the approachability and non-judgmental way in which Madam Srikala engages her clients. I must admit I had the same experience too. They have immaculate communication and updates the performance of our investments and hence, my entire family feels secure with our investments being managed by this incredible team lead by Mrs. Srikala. Keep it up!!

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Sushma & Prashant

We have been with Vidhawaitha consultants since last 5 years, and it is continuing to be an interesting journey with lots to learn. Srikala has been handholding us for each and every financial decision, and we never had to regret. We only had to tell her about our goals, requirementof moneyat different times and she would plan to allocate the money to appropriate investments in such a way that we get the best returns and also have liquidity when required. The best part is that,we can pick up the phone and call her anytime to discuss our concerns or plans not only related to her investments but just about anything. So, we have actually found a very reliable friend and one stop solution, through Vidhawaitha consultants, for all our financial needs. We are indeed very happy to have been associated with them.

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Veena & A.R.Srinivasan

Being novices and clueless about investments, we approached the team at Vithadwaitha to manage our portfolios and could never have asked for a better alternative. They have always guided us , coaxed us and coached us to invest wisely , thereby increasing our confidence in not only investing better but also securing our financial goals in a very friendly manner never compromising on their professionalism. We can safely say that we trust Vithadwaitha to generate WEALTH FROM OUR MONEY..

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Sanjay

It was almost 15 years back -15 July 2006, to be precise - that my association with Vithadwaitha began - just a few months after my homecoming to India after a 13 year stay abroad.

It was a radically changed market with some very different dynamics, investment opportunities and market complexities. For someone who was "out of the scene" for over a decade and was ignorant - to the point of being naïve - about the how's and why's of investments, this was certainly overwhelming.

Luckily, a chance encounter with Srikala's column in a leading daily, got me connected with Roopa and my journey to financial nirvana began.

As Roopa and Srikala joined forces to form Vithadwaitha, they took it upon themselves to counsel me on my financial roadmap, keeping in mind both long-term and short term goals for my parents as well as children. What differentiated them (and still does) from other investment consultants is their personal touch and empathy that they bring to their relationships with clients. Through all the ups and downs of the financial landscape in these 15 years, it is their deep understanding of the current and future trends, that have not only shielded my investments from the market vagaries, but have also led to a double digit growth, aiding me in meeting several critical milestones including higher education for my children, health & life insurance coverage and property acquisition.

Today, besides my portfolio, they also manage the investments of 3 generations in my family - my mother, mother-in-law, wife and son.

A perfect, generational hat-trick!, I wish them all the very best in all the great work they are doing for their clients and strongly recommend their services to those who are just starting their financial journey as well as to those who want to further flourish their existing investments.

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Indhu Radhakrishnan
  • CEO Pepper Media

My association with Vithadwaitha goes back to 15 years, pretty much since the inception of the company. In some ways, my financial planning journey also started then and continues to this day. Till RS Vithadwaitha came into the picture, my investments were ad hoc and not closely monitored. Their approach to define and achieve clear financial goals gave a much needed fiscal direction. Over time, I've come to completely trust their judgement on investment calls and have benefitted immensely from their advice.

Wishing them the very best as they continue their success story into the future!