Trusted Mutual Fund & Taxation Experts for You
Vaidehi Financial offers personalized mutual fund, accounting, and tax services tailored to your financial goals
Explore Our Expertise at Vaidehi Financial
Our core service areas to help you achieve financial clarity and growth
Mutual Fund Services
Accounting Services
Taxation Services
Financial Advisory
Mutual Fund Services
As a registered AMFI Mutual Fund Distributor, we assist clients in selecting and investing in the right mutual fund schemes — equity, debt, hybrid, or thematic — aligned with their risk profile and financial goals. We offer SIP planning, portfolio structuring, periodic reviews, and goal-based investment advisory.
Mutual Fund Distribution
Distribute and advise on mutual funds for smart investments.
Expert fund guidance
Tailored strategies
Market insights
Mutual Fund Investment Advice
Get expert advice to optimize your mutual fund portfolio.
Personalized advice
Investment growth
Risk assessment
Portfolio Management
Manage and balance your investments for steady growth.
Diversified assets
Active monitoring
Performance review
Accounting Services
We provide end-to-end accounting support for individuals, professionals, and small businesses — including bookkeeping, financial statement preparation, ledger management, and MIS reporting — ensuring your financial records are always accurate, organised, and audit-ready.
Bookkeeping
Maintain precise bookkeeping for clear financial records.
Accurate records
Timely updates
Compliance ready
Financial Statement Preparation
Prepare financial statements to keep your business transparent.
Detailed reports
Legal compliance
Insightful summaries
Tax Accounting
Handle tax accounting to optimize and ensure accurate filings.
Tax compliance
Accurate records
Regulatory adherence
Taxation Services
Our taxation services cover Income Tax Return (ITR) filing, advance tax planning, TDS compliance, GST registration and return filing, and advisory on tax-saving investment options — helping clients meet every obligation while maximising legitimate savings.
Direct Tax Consulting
Consult on direct taxes to optimize your liabilities.
Tax planning
Compliance help
Savings focus
Indirect Tax Advisory
Receive advisory on indirect taxes like GST and duties.
GST guidance
Regulation updates
Audit support
Tax Filing Assistance
Assistance in filing your taxes timely and accurately.
Timely filing
Error-free forms
Compliance assurance
Financial Advisory
Personalized financial advice to secure your wealth and future.
Financial Planning
Plan your financial future with expert guidance.
Goal setting
Budget guidance
Future-ready
Investment Advisory
Advisory to grow and diversify your investments wisely.
Smart investing
Market analysis
Risk management
Retirement Planning
Prepare smartly for a comfortable retirement life.
Secure future
Savings plan
Long-term care
Why Choose Vaidehi?
Trusted Indian firm offering expert mutual funds, accounting, taxation, and financial advisory to simplify your finances.
Mutual Funds
Tailored mutual fund solutions to grow your investments wisely.
Tax Expertise
Personalized tax consulting ensuring compliance and optimized savings.
Accounting
Accurate bookkeeping and financial statements for clear business insights.
Financial Planning
Comprehensive financial planning to secure your future goals.
Tax Advisory
Guidance on direct and indirect taxes for hassle-free compliance.
Retirement Plan
Experienced retirement planning to ensure comfortable golden years.
How Vaidehi Works
Access expert financial, taxation, and mutual fund services in three simple steps.
Contact Us
Contact Vaidehi Financial Services to discuss your financial and taxation needs easily.
Get Advice
Receive expert financial planning and personalized investment advice from professionals.
Start Investing
Implement your financial plans with our support for taxes and portfolio management.
Trusted Financial Growth Metrics
Our metrics demonstrate consistent trust, solid growth, and dependable financial expertise.
5,000+
Mutual Fund Clients
Clients trust us for tailored mutual fund solutions ensuring optimal returns.
1,200+
Accounting Projects
Accurate and timely accounting services handled by our expert team.
950+
Tax Consultations
Reliable tax consultations helping clients maximize savings and compliance.
1,500+
Financial Plans
Comprehensive financial advice securing clients’ futures with confidence.
What Clients Say
Hear from our satisfied clients about how we support their financial goals and compliance needs.
Rajesh Patel
Salaried Professional
Vaidehi Financial Services transformed the way I approach my finances. Ms. Disha guided me through my first mutual fund investment with great clarity and patience. Three years later, I am comfortably on track towards my home purchase goal. I could not have done it without their guidance.
Nisha Verma
Entrepreneur
As a small business owner, managing GST and accounts was always overwhelming. The team at Vaidehi handles everything efficiently and on time. I can now focus completely on growing my business. Their accounting service has been a game-changer for me.
Sneha Joshi
Government Employee
Quick and reliable tax filing support eased my tax season worriesI came to them for tax filing and left with a proper retirement plan in place. What impressed me most was their honesty — no unnecessary products pushed, just straightforward advice. Truly a trustworthy team.
Vinod P.
School Teacher
Disha ji reviewed my existing insurance policies and helped me restructure my coverage. I was paying too much for inadequate protection. She found me far better cover at a significantly lower premium. I wish I had consulted her years ago.
Amit S.
IT Professional
What I appreciate most about the Vaidehi team is their proactive approach. They remind me of important deadlines, review my portfolio regularly, and are always available when I have a question. That level of dedication is truly rare.
Meera & Nitin J.
Family Clients
We started an education fund for our daughter on their advice when she was very young. Years later, we had everything we needed for her college education. Their goal-based planning is exceptional. We are now planning our retirement with them.
Explore Our Financial Expertise
Visual insights into our specialized financial environments and expert client interactions across India.
Mutual fund experts analyzing investment portfolios
Accounting professionals managing financial records
Direct and indirect tax advisory session
Financial advisory consultation in progress
Vaidehi Financial FAQs
Explore common questions about Vaidehi Financial Services and how we assist your financial needs in India.
What Mutual Fund Services does Vaidehi offer?
Vaidehi provides Mutual Fund Distribution, Investment Advice, and Portfolio Management to help you grow your investments.
Can Vaidehi assist with my accounting needs?
Yes, Vaidehi offers Bookkeeping, Financial Statement Preparation, and Tax Accounting services.
What taxation services are available?
Vaidehi covers Direct Tax Consulting, Indirect Tax Advisory, and Tax Filing Assistance for your financial compliance.
Does Vaidehi provide financial advisory services?
Absolutely, we offer Financial Planning, Investment Advisory, and Retirement Planning tailored to your goals.
Meet Our Team
Vaidehi Financial Services is powered by a dedicated and well-trained team of 7 to 8 professionals, each bringing specialised expertise and a shared passion for client service.
Ms. Disha Prasade
Proprietor & Principal Advisor
Ms. Disha Prasade is the founder and driving force behind Vaidehi Financial Services. With a rich and accomplished career in the Insurance industry and extensive exposure to diverse financial products, she brings strategic depth, domain expertise, and a genuinely client-centric approach to the firm. Her leadership ensures that every service delivered upholds the highest standards of quality, compliance, and integrity. Ms. Prasade personally oversees client relationships and ensures that financial advice is always honest, tailored, and in the client's best interest. Our Advisory & Support Team: Supporting Ms. Prasade is a team of trained and experienced professionals specialising in: Mutual Fund advisory and portfolio management Taxation and GST compliance Accounting and bookkeeping Insurance product advisory Financial planning and client servicing Documentation, compliance, and KYC management Every member of our team is committed to continuous learning, staying current with regulatory changes and market developments, so our clients always receive informed and up-to-date guidance.
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Get in Touch Today
Connect with us via phone, email, or visit our office to discuss your financial and taxation needs.
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+919594757778
Address
A 1310,Centrum Business Square, oppRd no 16 Petrol Pump,Wagle Estate, Thane West,Landmark,THANE,MAHARASHTRA,India - 400604
yogeshprasade@gmail.com
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