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.