Contact Preeti
SEBI Registered Investment Advisor

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)
Consultancy Fee : Rs 10000/year
Number of clients: 30+
City: Mumbai
Advisor will contact you on this mobile number. Number will not be shared with anyone else
Your email is kept confidential and not shared with others.