The image of a trekker looking far into the blue skies in the mountain akin to our long term vision

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 .

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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.

image of a sappling in the palm signifying our values to grow and nurture

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, Reg No INA000000037

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.

Priya Vadher, Client Services and Biz Operations

Priya Vadher, heads the business operations team at Probitus Wealth. Her team seamlessly handles all inbound & outbound client interactions, MIS and statutory compliance.

In a career spanning 20 years she started off as a dealer in the equity markets and worked her way up to lead the business operations and client relationships in her last assignment.

Priya understands equity,fixed income,mutual funds markets and is on the curve with other asset classes. A trouble shooter and a go to person to simplify complex processes.

With her in the team,client retention is a breeze at Probitus.