Preeti Zende
SEBI Registered Investment Advisor
Contact Preeti

Experienced investment advisor and financial planner with a demonstrated history of working in the financial services industry. Skilled in Risk Management, Yoga, Retirement Planning, Personal Finance, and Wealth Management. Strong finance professional with a Associate's degree focused in Insurance from Insurance Institute of India.

Education: MBA (Finance), Associate (Insurance Institute of India)
Investment advisor since: 2018 (1+ years)
Number of clients: 10+
Based In: Mumbai

Services

  • Mutual Funds Advisory
  • Comprehensive Financial Planning
  • Insurance
  • Tax Planning
  • Equity Research
  • Government Savings Schemes
  • Corporate FDs

Recent Answers on DhanWise

What are some SIP suggestions for a beginner in the field of investing?

Preeti SEBI Registered Investment Advisor
Answered Jul 15, 2019

Dear Prasanna, Investment process is very easy to understand. You need to know two things to be a successful investor.Knowledge: Gather knowledge about investment, per… ( more )

Dear Prasanna, Investment process is very easy to understand. You need to know two things… ( more )

Why do I need an emergency fund if I already have investments and insurance?

Preeti SEBI Registered Investment Advisor
Answered Jul 4, 2019

Many investors have this question in mind. Because they think that provision done for any contingency is same as the investment. But mind it, it is a MYTH.Financia… ( more )

Many investors have this question in mind. Because they think that provision done for… ( more )

Will it be prudent to invest in mid and small cap funds?

Preeti SEBI Registered Investment Advisor
Answered Jun 22, 2019

Mustajib, whenever you decide to invest first important step to follow is to identify your goals. Goal based investment is very important. Once your goals are set up n… ( more )

Mustajib, whenever you decide to invest first important step to follow is to identify you… ( more )

How to start investing in a mutual fund?

Preeti SEBI Registered Investment Advisor
Answered Jun 22, 2019

Let me congratulate you ! You are thinking of finances and investment and  eager to know about it. You are also thinking of investing through right financial pr… ( more )

Let me congratulate you ! You are thinking of finances and investment and  eager t… ( more )

Retirement planning for 30 year old IT Employee

Preeti SEBI Registered Investment Advisor
Answered Jun 8, 2019

Retirement planning should be one of the most important goals of everyone’s life. But unfortunately, in India, we postpone provisioning for the same, for the sake … ( more )

Retirement planning should be one of the most important goals of everyone’s life. B… ( more )

Tax saving under 80C - NPS vs ELSS vs PPF

Preeti SEBI Registered Investment Advisor
Answered Jun 8, 2019

Lets first understand brief about these three options PPF is one of the most favorite debt products in India. It is mainly used for long term investment. It gives Com… ( more )

Lets first understand brief about these three options PPF is one of the most favorite … ( more )

What does a financial planner NOT do?

Preeti SEBI Registered Investment Advisor
Answered May 31, 2019

Let's first understand who are Financial Planners or SEBI Registered Investment Advisors (RIA)? Financial Planner or SEBI RIA is the person who does Comprehensive Fin… ( more )

Let's first understand who are Financial Planners or SEBI Registered Investment Advisors … ( more )

Tax deduction on medical expenses for senior citizens

Preeti SEBI Registered Investment Advisor
Answered May 13, 2019

For FY 2019-20, Section 80D of the income tax act allows deduction of upto Rs 50,000 for medical expenses incurred by senior citizens, if and only if they are not covere… ( more )

For FY 2019-20, Section 80D of the income tax act allows deduction of upto Rs 50,000 for … ( more )

How to save Rs.25 lakh for down payment in 5 years?

Preeti SEBI Registered Investment Advisor
Answered May 6, 2019

The easiest option would be to save money through a recurring deposit. It will give you an assured return, however the returns will be lower as compared to other options… ( more )

The easiest option would be to save money through a recurring deposit. It will give you a… ( more )