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©
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.
Complaints at beginning of the month: 0
** Received During the Month : 0
**Resolved during the month :0
** Pending at End of the month : 0
**Reasons for Pendency : NA**
As on Date : 31st March, 25