Kavita Iyer is a wealth management advisor and Certified Financial Planner (CFP) with a decade of expertise in private wealth consulting, family estate planning, and multi-asset portfolio diversification. After completing her MBA at the Indian School of Business (ISB), Kavita managed high-net-worth individual portfolios at leading wealth management firms in Bengaluru, advising clients on long-term capital preservation, fixed income securities, Real Estate Investment Trusts (REITs), and succession planning.
Kavita is a firm advocate of goal based investing, encouraging individuals to structure their investments around key life milestones such as higher education, home purchasing, and comfortable retirement. Her research covers bond markets, sovereign gold bonds (SGB), emergency liquidity buffers, and gold ETF asset allocation for Indian households.
At MoneyHelps, Kavita authors comprehensive guides on wealth creation, fixed income options, REIT investments, and financial planning for families. She is passionate about financial literacy for women and regularly hosts interactive Q&A sessions demystifying personal finance, retirement corpus estimation, and inflation risk management.
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