- AMFI-registered Mutual Fund Distributor
Shweta Menon
No jargon, no sales targets — just steady SIP planning for retirees.
Registry checkedARN-833723 · Checked 10 Jun 2026
- Practice since
- 2001
- Clients
- 102
- Record
- No flags
Independent
Self-reported
Registry record
Before you reach out
Is Shweta the right person for you?
- Who it’s for
- Salaried IT professionals · Retirees
- How they’re paid
- Commission paid by the AMC; you pay nothing directly.
Services
What Shweta helps with
- Tax-saving (ELSS)
- Goal-based planning
Clients
What clients say about working with Shweta
“Sat with my wife and me for two hours before suggesting anything.”
In Shweta’s own words
Shweta, unedited
With 27 years in the field, Shweta works with a focused set of clients in Nagpur and is known for a patient, no-pressure style.
Shweta MenonSupplied by the professional
On the record
Record and credentials
- Platform checked
- ARN-833723 · Registration checked · No flags found in the recorded check · Last checked 10 Jun 2026 · EUIN E-522060
- Own account
- Tamil, Malayalam, Hindi, Punjabi · WhatsApp or video call or in person · Nationwide (video)
- Qualifications
- NISM-Series-XA · CFP® (supplied by the professional)
- Memberships
- FIFA
Professional experience
Self
2001 – presentIndependent Mutual Fund Distributor
SBI Mutual Fund
1997 – 2001Senior Relationship Manager
Axis Bank
1995 – 1997Relationship Manager
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