"As someone who just started my investment journey, I had a lot of questions and hesitations. Since we were family friends for years, it felt only natural to turn to you for guidance and I'm so glad I did. You helped me invest in SIPs and choose the right fund for me considering my age. Investing through you was a very easy and simple process. You explained the powerful concept of compounding and how with regular savings, I can earn very good returns. It's comforting to know I'm building my future with advice I can genuinely trust."
"Choosing Preeti as my investment advisor was a no brainer given her extensive experience in this field working with big names in finance such as Aditya Birla Group and JM Financial. The most important thing for me was to work with someone who did not have any bias towards certain investment types or investment houses, Preeti has been very flexible exploring all possible investment avenues. Preeti has also been very patient and accommodating of my busy schedule and ensures she takes care of all the paperwork and running around making investing a breeze for me. I would certainly recommend Preeti to everyone who is looking for a guide who can not only help pick the right investment vehicle but also help them stay focused on their long term investment goals."
"As a small business owner, taking the first step into investing felt significant. I knew I needed guidance I could trust, and turning to Preeti was an easy decision. Her ability to explain complex concepts in a clear and straightforward manner gave me the confidence to start a daily SIP investment. What once felt overwhelming has now become a consistent and reassuring part of my financial routine thanks to your expertise and support."
"It's rare to come across an advisor who combines deep expertise with genuine care. Being neighbors, I already knew you as a person, but working with you professionally has only reinforced my trust. You took the time to understand my life stage, financial needs, and long-term goals, and guided me toward the right investment options. Your patience, clarity, and personalized approach truly stand out. I feel confident and secure knowing my finances are in capable hands."
"Preeti was recommended to me by a colleague who had previously invested in a range of products through her. During our interactions, I found her to be highly knowledgeable and genuinely attentive to understanding my financial goals and requirements. The investment solutions she proposed were well-aligned with my objectives. Additionally, the entire investment process was efficiently handled online and completed within a matter of minutes. You may connect with her for mutual funds, insurance, fixed deposits as well as stocks."
"As someone from an HR background, I always believed in planning ahead but when it came to finances, I wasn't sure where to begin. Working with my investment advisor at Wealth Mantra has been a truly empowering experience. Preeti's understanding of my goals, responsibilities, and financial needs as a woman has made all the difference. From mutual funds to fixed deposits, every recommendation is thoughtful, well explained, and tailored to my comfort level and aspirations. It's reassuring to have a woman advisor who not only understands the numbers but also understands me. I feel confident and secure about my financial future, thanks to her expert guidance."
