- AMFI-registered Mutual Fund Distributor
Kavita Mehta
No jargon, no sales targets — just steady SIP planning for salaried it professionals.
Registry checkedARN-536390 · Checked 25 May 2026
- Practice since
- 2023
- Clients
- 358
- Record
- No flags
Independent
Self-reported
Registry record
Before you reach out
Is Kavita the right person for you?
- Who it’s for
- Young families · First-time SIP investors
- How they’re paid
- Commission paid by the AMC; you pay nothing directly.
Services
What Kavita helps with
- Retirement & SIP
- Debt funds
Clients
What clients say about working with Kavita
“Stopped me from redeeming in a panic during the correction.”
In Kavita’s own words
Kavita, unedited
With 19 years in the field, Kavita works with a focused set of clients in Lucknow and is known for a patient, no-pressure style.
Kavita MehtaSupplied by the professional
On the record
Record and credentials
- Platform checked
- ARN-536390 · Registration checked · No flags found in the recorded check · Last checked 25 May 2026 · EUIN E-735770
- Own account
- Hindi, Gujarati, Urdu · WhatsApp or video call or in person · Nationwide (video)
- Qualifications
- NISM-Series-XA · NISM-Series-VA (supplied by the professional)
- Memberships
- IFA Galaxy
Professional experience
Self
2023 – presentIndependent Mutual Fund Distributor
Aditya Birla Sun Life AMC
2019 – 2023Senior Relationship Manager
HDFC Bank
2017 – 2019Relationship Manager
Ready to talk to Kavita?
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