Goal Based Financial Planning

Why Choose Us

This Is Why

We Should Work Together

Your financial welfare is our pleasure. Our expert financial advisors work with you jointly to help you plan your finances and enable you to make well informed financial decisions. As expert financial planners, we understand these priorities, and leveraging our services will keep you on track.

We are built on the uncompromising promise that the advice given by us is totally unbiased and customer-centric. We sit with the customer side of the table not the other side/ front side of the table. It means that all the suggestions provided by us will be purely professional, well-researched, value-driven, and importantly based on keeping customer’s interest on utmost priority. Each and every suggestion will be personalized keeping individuality in mind.

Personalized

We take time to understand your unique challenges and goals and provide solutions tailored to you. We maintain a one-to-one relationship with you and monitor the implementation and progress of the plan. Get in touch with us for a no-obligation discussion and we will demonstrate the benefits for your specific scenario.

Mission

Our mission is to awaken a financial planner inside our clients by educating, creating awareness by following the simplistic and easy to follow the approach of financial planning.

Vision

To have a positive impact on the lives of our clients by helping them achieve their financial goals and obtain peace of mind over their finances. We do this by providing holistic fee-only financial planning and investment advisory services tailored to the specific needs of each client, based on their goals and values.

Values

We follow the fee-only financial planning service. By this process, we value our client’s needs at first as we are not associated with any Mutual Fund Companies or Insurance Companies directly or indirectly.

Accredited

Only Advisers approved by the Securities and Exchange Board of India (SEBI) are authorized to provide fee-only holistic investment advice. Preeti is one of the very few in India registered with SEBI as a Registered Investment Adviser (RIA). It is only after stringent guidelines on education and experience are met that SEBI grants this license.

Professional

The advice you get is highly professional, transparent, well researched, and always in your best interest. With the fiduciary level of care overseen by SEBI, we use a formal approach to planning, risk profiling, documentation, disclosures, and transparency.

Philosophy

We help in Designing your Financial Life, so that you are free from Money Management difficulties, worries of Financial needs in the future, and Focus on other important aspects of your life. I believe in keeping things simple, the same principles I follow in Personal Finance and Guide my Clients to do the same