About Apnadhan
We sit on your side of the table, not the other side.
Meet Preeti Zende
Since 2018, we have been providing Professional Fee-only Financial Planning services to individuals and families. At Apnadhan, we prioritise disciplined, long-term success to help you achieve your financial goals with confidence.
Preeti is an Associate of the Insurance Institute of India (AIII) and holds a post-graduate Diploma in Business Finance from ICFAI University. She also has a Master’s degree in Commerce from Pune University. With extensive experience in the insurance and finance industry, Preeti has worked in both administration and marketing of financial products. She has served as both a Medical and Non-Medical Underwriter and led a quality check team at Reliance Life Insurance Company. Additionally, she was part of the sales and marketing team at ICICI Prudential Life Insurance Company.
Preeti is a Registered Investment Adviser (RIA) with the Securities and Exchange Board of India (SEBI). She is one of the few hundred individual advisers in India and one of only a handful in Navi Mumbai, Maharashtra, licensed to provide comprehensive financial advice.
We do not sell financial products and are not affiliated with any financial institutions. When you invest in the products and solutions we recommend, you do so directly with the provider. Our role is to serve as consultants and to monitor your progress toward your financial goals.
I believe in designing your financial life so that you are free from money management difficulties and worries about future financial needs. This allows you to focus on other important aspects of your life. I keep things simple in personal finance and guide my clients to do the same.
Our Foundation
Why We Exist & How We Work
Mission
Mission
I believe in designing your financial life so that you are free from money management difficulties and worries about future financial needs. This allows you to focus on other important aspects of your life. I keep things simple in personal finance and guide my clients to do the same.
Vision
Vision
To have a positive impact on the lives of our clients by helping them achieve their financial goals and obtain peace of mind through comprehensive financial planning tailored to their specific needs.
Values
Values
We follow fee-only financial planning services, valuing our clients' needs first. We are not associated with any Mutual Fund or Insurance Companies, ensuring complete unbiased advice.
Why Choose Us
Why Apnadhan Stands Out
Personalized Approach
We take time to understand your unique challenges and goals, providing solutions tailored specifically to you. We maintain a one-to-one relationship and monitor your progress.
Unbiased Advice
All suggestions are purely professional, well-researched, and value-driven, keeping your interests as the utmost priority. We sit on your side of the table.
Accredited & Professional
SEBI-approved advisor with stringent education and experience requirements. Fiduciary level of care with formal planning and transparency.
Goal-Based Planning
Our expert financial advisors work with you to plan your finances and execute well-informed decisions that keep you on track to achieve your goals.
Holistic Solutions
Comprehensive financial planning covering investments, insurance, tax planning, retirement, and all aspects of your financial life.
Transparent Fees
No hidden commissions or conflicts of interest. You pay us directly for our expertise, ensuring our advice is always in your best interest.
