KPBackground & experience
Founder & Principal Adviser (SEBI RIA)✓ verified
Self · IQ Commune verified
2012 – present
VP, Private Wealthself-declared
Standard Chartered
2009 – 2012
Who Kavita works best with
Families nearing retirementHigh-earning professionalsDoctors
Areas of focus
Comprehensive financial planningRetirementGoal & cash-flow planning
Client testimonials
Client testimonials are intentionally not shown. SEBI's Investment Adviser advertising code treats every public client claim as an advertisement needing pre-approval — so ProfylPages keeps RIA profiles to verified facts only.
Trust at a glance
321+
clients served
34
verified recommendations
7.2 yrs
avg relationship
✓ INA-574579 active · no regulatory flags on record
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SEBI-Registered Investment Adviser. Registration does not guarantee performance or returns. Investment in securities is subject to market risks. Public client testimonials are not displayed, in line with the SEBI Investment Adviser advertising code. ProfylPages verifies registration and regulatory standing; it does not provide investment advice.