Smart and effective wealth management solutions.
00+
Year of experienceEmpowering Your Financial Future with Trusted Advice
Founded in 2013, Probitus Wealth is a fee-only wealth advisory firm dedicated to delivering transparent and unbiased financial advice. Built on the pillars of Ethics, Integrity, and Trust, the firm strives to uphold the highest standards of financial probity in the financial advisory and wealth management services industry.
Probitus Wealth focuses on helping clients make informed financial decisions through disciplined planning and conflict-free advisory services.
With a commitment to putting clients' interests first, Probitus Wealth offers comprehensive financial planning and investment management services, ensuring that clients receive personalized solutions tailored to their unique financial goals and circumstances. The firm's unwavering dedication to ethical practices and client-centric approach has earned it a reputation for excellence in the wealth management industry.
PROBITY
Probity is the adherence to highest principles and ideals. At Probitus wealth, it forms the core of our existence .
FIDUCIARY
A fundamental obligation to provide investment advise that's in your best interests. We’re all fully licensed and credentialed. You can count on us for unbiased recommendations and impartial guidance.
FEE ONLY
We make no distribution income or referral fees. Fee only advisory ensures zero conflict of interest
Our Philosophy
Our Journey: From Vision to Reality, and Beyond.
Our Vision
Our vision is to enable families to have greater control on their wealth, with unbiased advice and world class product research so that clients gain from our expertise in investment advisory and financial planning. Our clients are our family and our relationship with them runs deep. It is this client centricity that forms the foundation of what Probitus is and what we stand for .
Driven by trust
Probitus recognizes that Professionals need customization that helps them simplify streamline and save time. Fulfilling this need is the genesis of our highly customized unbiased wealth solutions . At Probitus we are your personal CFO in your investment journey.
Nurture and Grow
The team at Probitus Wealth not only just aims at helping our clients create, manage and grow their wealth but also take on the responsibility to help them thoroughly enjoy it too. We want to help our clients to have a fulfilling today and a carefree secure tomorrow
Our Team
Kavitha Menon
Principal Advisor
Priya Vadher
Client Services and Biz Operations
Poonam Maru
PR and Content