What is the Fiduciary Standard?

Vedanta Sentinel acts as a fiduciary, meaning we always prioritize our clients' best interests in every investment recommendation and decision.

What are your fees & compensation?

Our fees vary based on the investment solution: Tactical 0.62%-0.12% per year, Strategic 0.62%-0.12% per year, Alternative 0.82%-0.22% per year, and Hourly Consulting $250/hr.

What qualifications do your advisors have?

Our team has extensive professional credentials including CFA® and CFP®, with over 20 years of combined experience in investment research, portfolio management, and financial services.

We serve pre-retirees, retirees, entrepreneurs, professionals, individuals, families, and non-profit organizations with tailored financial solutions.

Nikhil Majithia 12/19/25 Nikhil Majithia 12/19/25

Holiday Reflections: Who am I? Waking Up to Your True Self through the Neti-Neti Approach

The Lucy Ann Lance Show

Lucy Ann Lance is joined by Nikhil Majithia, CFA, CFP®, Principal & Portfolio Manager / Co-founder, Vedanta Sentinel Investment Advisors.

10 Important Tax Benefits for 2025 & Beyond (OBBA)

With the One Big Beautiful Bill Act (OBBA) now fully in effect for 2025, several deductions and phase-outs have changed in ways that directly impact retirees, families, and high-income earners. Here are the 10 important tax benefits/tips to keep in mind.