SEBI Registered Investment Advisor
RIA registration number - INA000012777

Preeti Zende

Live your life KING – SIZE.  Leave your finances to me.

Preeti Zende

When it comes to Financial Planning: ​

Ask The Experts

finance-gal-scalled

Our family is the most important for us. Family is considered strong, stable, flexible, enduring and foundation for our being. For a happy family, its financial well being is equally important.

Every family’s financial needs, aspirations and ideas are unique and precious. Financial well being for the families can be built. It needs a personalized approach and meticulous planning.        

Many of you follow Do it Yourself approach when it comes to financial management.

How do you know if you could benefit from the services of a financial planner?

You may not have the time, energy and the desire to actively plan and manage certain financial aspects of your life. You may want help getting started. Here you need an expert and experienced financial planner. Count on us for this.

Services

What I do

#1

Comprehensive Financial Planning

Comprehensive financial planning is a holistic approach to personal financial management. It brings in a 360-degree view of your financial life. It includes examining your current financial situation, hedging all your life goals with appropriate Insurances, and design your investments by following  Goal-Based Investment study.

#2

Express Plan

Most of the time we follow DIY (Do it yourself) approach for handling our finances. But sometimes they are not sure about the financial instruments which they have chosen for achieving their goals. They need expert review about their existing investments and guidance if some changes needed. We provide REVIEW service under ‘Express Plan’ for the client’s existing Equity-linked and Debt mutual funds investments as well as other investments. We suggest necessary changes in the portfolio according to the client’s risk profile and aline those with their financial goals.

#3

Stand-Alone Services

You may have drafted a detailed financial plan by yourself but you may need expert guidance for any particular area. We offer customized advice for those who want to plan only a single goal or want to know the best suitable Insurance or do retirement planning. Such clients can go with this service. Here you will be guided to accomplish your desired goal in a systematic way.

#4

Financial wellness session

I conduct corporate financial planning session for your employees. I also conduct Financial literacy sessions in different NGOs and social welfare associations.

Financial Literacy Initiative

Our Youtube Channel​

Our Facebook Blog

My TV Appearances

Testimonials

What My Clients Say?

The financial plan handed out by Preeti after the in-depth analysis is comprehensive and easily understandable for a new investor. The action plan at the end of the report is crisp and concise
Ankit Srivastava
Software Quality Engineer 2 at Dell EMC
Preeti has been wonderful to work with, I like the attention to detail, the holistic approach in planning, the patience in explaining elaborate concepts simply
Pravin Singh
Data Scientist, Web Analytics Hub
When I received such a detailed financial plan I was very much surprised. I did not expect that. My compliments to Preeti for preparing a detailed and a financial comprehensive plan, keeping into consideration my financial needs for the future.
Mohit Lama
Retired Colonel, Indian Army

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As of last month end – Oct 31, 2020

Preeti Zende

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