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About Director

Satish Vishnu Jagdale
(Director)

"Success often comes to those who have the aptitude to see way down the road"

The Quotes stands true to Mr. Satish Jagdale, whose vision lead with a difference has contributed greatly towards the growth of Vrisa Financial Services. With more of experience in Finance and Debt, he has acquired the position of a thought leader with a broader perspective of the market and its behavior. Calm and composed with a charming personality, he has been a delight to companies to whom he had been associated with. Within the group also, he is one of the prime driving forces behind the innovative and the wider outlook of seeing the market space and the world at large.

Satish, the Founder of Vrisa Financial Services & director of Visa Artha Mantra Pvt Ltd having more than 18 years of industry experience and he guides us all and makes sure that Vrisa Financial Services & Visa Artha Mantra Pvt Ltd continues to grow and prosper by increasing the number of satisfied customers.

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About Co-Director

Shashikala Satish Jagdale
(Co-Director)

Over 14years of experienced Finance professional with a demonstrated history of working in the Insurance and mutual fund industry. Skilled in Operations, Management,Strategic Planning, Investor Relations, Corporate Finance, Due Diligence, and Accounting. Strong professional with operational experience.

Stepping into this position was a personal and professional challenge, but Shashikala discovered that her management background had uniquely prepared her to lead the new team in the transformation of the finance and marketing organisation from an outdated legacy model to a future facing, customer led business.

Today, she continues her commitment to bringing the Vrisa Artha Mantra Private Limited brand to life and together with the leadership team implementing the organisation's strategic vision.

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Our Philosophy

Our core philosophy at Vrisa Artha Mantra Pvt Ltd. revolves around provide a comprehensive Financial Value add in clients life & then help people to achieve all their Financial goals walk through the financial journey of investors We seek to invest in Indian Equity & Debt products that run high quality businesses, operated by a high-quality management, enjoying sustained long-term growth prospects at fair and reasonable prices.

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Our Investment Approach Ensures

  • Focus on need base solutions from all Financial Asset classes.
  • A disciplined investing into outstanding businesses.
  • Building a portfolio of compounding opportunities.
  • Rupee cost averaging approach.

Our Advantage

  • "Investing", as Buffett says, "is simple but not easy".
  • It is the implementation of the simple things consistently and with discipline during all market conditions, that requires character, which makes all the critical difference. Our core advantage lies in the disciplined and consistent execution of these 'simple' things and doing them well. At Vrisa Artha Mantra Pvt Ltd., we maintain:
    • Disciplined adherence to investment philosophy / process
    • Strong in-house proprietary research
    • Team bandwidth and experience
    • Strong relationships and industry interfaces
    • Comprehensive understanding of Indian businesses and industries
    • Focus on long term performance track record
    • Greater certainty of earnings v/s. mere quantum of earnings growth
    • Superior and consistent quality of earnings v/s. mere quantum of earnings growth
    • High quality at a reasonable price v/s. inferior quality at an arithmetically 'cheap' price

Our Processes

  • Client profiling based on Asset Liabilities & Goals. Value Research for Client Profiling.
  • Product Suitability Test.
  • Build Client Profile customised solution.
  • Goal Alignment