Preeti Zende

Apana Dhan specializes in addressing clients' financial planning needs. They provide Fee-only Financial Planning services and are fully dedicated to helping clients achieve their financial goals. To ensure complete transparency and to eliminate any potential conflicts of interest, they abstain from selling or distributing any financial products. Their sole source of income is derived from the fees they charge their clients.

A Fee-only Financial Planner is a professional who charges fees for creating and offering financial plans and advice. They do not accept any form of commissions or incentives from mutual fund companies, insurers, or other financial product providers. These planners maintain complete independence from and have no affiliations with mutual fund companies, insurance companies, or any other product vendors.

Preeti, is an Associate of the Insurance Institute of India (AIII) and holds a postgraduate Diploma in Business Finance from ICFAI University. Additionally, she possesses a Master's degree in Commerce from Pune University.

Preeti has an extensive background in the insurance and finance industry, with experience in both administrative and marketing aspects of financial products. Her previous roles include serving as a Medical and Non-medical Underwriter and leading a Quality Check team at Reliance Life Insurance Company. She also contributed to ICICI Prudential Life Insurance Company's sales and marketing division.

Preeti is a 'Registered Investment Adviser' (RIA) recognized by the 'Securities and Exchange Board of India' (SEBI), making her one of the few individual advisers in India and one of the very few in Navi Mumbai, Maharashtra, who is licensed to provide comprehensive financial guidance.