- AMFI-registered Mutual Fund Distributor
Shweta Menon
I help young families in Lucknow build calm, goal-based SIP portfolios — in Marathi / Bengali.
Registry checkedARN-221035 · Checked 9 Feb 2026
- Practice since
- 2016
- Clients
- 41
- Record
- No flags
Independent
Self-reported
Registry record
Before you reach out
Is Shweta the right person for you?
- Who it’s for
- Small business owners · NRIs (Gulf)
- How they’re paid
- Commission paid by the AMC; you pay nothing directly.
Services
What Shweta helps with
- Goal-based planning
- Debt funds
- Retirement & SIP
Clients
What clients say about working with Shweta
“Explained every charge before I invested a rupee.”
In Shweta’s own words
Shweta, unedited
With 21 years in the field, Shweta works with a focused set of clients in Lucknow and is known for a patient, no-pressure style.
Shweta MenonSupplied by the professional
On the record
Record and credentials
- Platform checked
- ARN-221035 · Registration checked · No flags found in the recorded check · Last checked 9 Feb 2026 · EUIN E-212235
- Own account
- Marathi, Bengali, Tamil, Hindi · WhatsApp or in person · Nationwide (video)
- Qualifications
- NISM-Series-VA · CWM (supplied by the professional)
- Memberships
- IFA Galaxy
Professional experience
Self
2016 – presentIndependent Mutual Fund Distributor
Aditya Birla Sun Life AMC
2013 – 2016Senior Relationship Manager
Axis Bank
2011 – 2013Relationship Manager
Ready to talk to Shweta?
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