About Kavitha Menon

Our founder Kavitha Menon is India’s first fee only Investment Advisor registered with SEBI. She started working as a wealth manager with a private bank , followed by a eight year stint with a private wealth management company. It was her desire to bring client centric advisory services to high networth families and hence decided to chart her own path as a fee based advisor in 2013. She brings with her two decades of rich experience in wealth advisory and financial planning.

Qualifications: MMS Finance , CFA ( ICFAI), CFP^©