Preetha Wali

Preetha Wali Email and Phone Number

Passionate Financial Literacy Advocate & Ambassador, Committed to Empowering People to Take Charge of Their Finances ๐Ÿ’ฐ๐Ÿ“ˆ First-Time Entrepreneur | Director & Co-founder at Pay It Forward ๐Ÿš€ DM for Customised Sessions ๐Ÿ“ฉ @ Pay It Forward BLR
Preetha Wali's Location
Bengaluru, Karnataka, India, India
Preetha Wali's Contact Details

Preetha Wali personal email

About Preetha Wali

My mission is to empower individuals to confidently navigate the complex world of finance and ensure their financial security. Through our all-women team at Pay It Forward (PIF), we have empowered people from all walks of life, from homemakers (often financially vulnerable) & college students (giving them confidence to plan finances even before receiving their first salary) to mid- & senior-level managers, as well as those planning retirement. Weโ€™ve worked with companies like Bosch, ITC, Dell, Amazon, Genpact, Dr Reddyโ€™s, & Microsoft and institutes like ISB, LSR, & Ramaiah Law School. Amid COVID, we conducted sessions for audiences in Jordan, US, UK, Ukraine, Philippines, & UAE. ๐Ÿ†PIF Champions Financial Literacy By: ๐Ÿ’ชSpreading knowledge at schools, colleges, & companies through engaging, jargon-free, gamified workshops that provide an actionable way forward.๐Ÿ’ชOffering a financial planning service to help plan a well-structured portfolio to meet your financial goals. We DO NOT sell any financial instruments and offer only unbiased, objective advice on how to take control of your financial future. ๐Ÿ’ชDedicating our time to advocacy through forums like FICCI FLO, CII IWN, & BCIC. Here, we organise financial literacy sessions, reaching beyond members to include college students and NGOs. We also strongly advocate financial wellness to HR folks, so they may prioritise it for employees.๐Ÿ’ชAuthoring articles on finance, with features in Mint, The Hindu, Times of India, Indian Express, YourStory, & other digital media sites.๐Ÿง The Psychology of Money We believe that financial literacy extends beyond numbers to behaviours, beliefs, & money myths. In my talks, I emphasise the importance of cultivating habits that can help us future-proof our finances. Our sessions cover the why, how, what, when, & where of personal finance, helping you bridge your knowledge gap to arrive at real, actionable solutions. We address the common financial mistakes that people tend to make, and caution against all the โ€œnoiseโ€ surrounding finance in mainstream and social media. ๐Ÿ‘ฅFinance for All Although I co-founded PIF, my background isn't in finance; it's in sales, marketing, & communications. My passion for financial literacy drove me to continuously educate myself through courses, books, videos, podcasts, & conversations with industry insiders. Just goes to show that ANYONE can learn about finance. Even you!๐Ÿซต ๐Ÿ‘‰If youโ€™d like to talk about personal finance or organise a financial literacy session for your team/students, get in touch at preetha@pifservices.in.

Preetha Wali's Current Company Details
Pay It Forward BLR

Pay It Forward Blr

View
Passionate Financial Literacy Advocate & Ambassador, Committed to Empowering People to Take Charge of Their Finances ๐Ÿ’ฐ๐Ÿ“ˆ First-Time Entrepreneur | Director & Co-founder at Pay It Forward ๐Ÿš€ DM for Customised Sessions ๐Ÿ“ฉ
Preetha Wali Work Experience Details
  • Pay It Forward Blr
    Director & Co-Founder At Pay It Forward
    Pay It Forward Blr Dec 2015 - Present
    Bengaluru, Karnataka, India
    ๐Ÿ”ถ Conducting sessions on โ€˜The Psychology of Financeโ€™ โ€“ teaching my workshop attendees how to shift their mindset when it comes to financial planning โ€“ as well as the basics of personal finance, insurance, inheritance, and loans. ๐Ÿ”ถ Carrying out extensive research and customisation for each session based on the target audience.๐Ÿ”ถ Advocate for financial literacy through industry bodies like FICCI FLO, IWN, and BCIC, by conducting educational sessions for diverse audiences including NGOs, companies, and HR communities.๐Ÿ”ถ Spokesperson representing PIF in various public speaking engagements, panel discussions, and speaker events.๐Ÿ”ถ Responsible for all marketing efforts and PR outreach.๐Ÿ”ถ Authored a financial literacy booklet for the Diwali supplement of Kannada daily Prajavani.
  • Ficci Flo Bangalore
    Volunteer
    Ficci Flo Bangalore Apr 2022 - Mar 2023
    Bengaluru, Karnataka, India
    ๐Ÿ”ถAs head of the Bengaluru chapter of FICCI FLOโ€™s financial literacy vertical โ€“ the largest in India with more than 1,100 members โ€“ I crafted a comprehensive year-long strategy to empower our women members through financial literacy. Through meticulously organised events, we not only sparked interest but also underscored the critical importance of understanding personal finance fundamentals and the risks of overlooking them. My responsibilities included:๐Ÿ”ธPersonally leading a series of engaging and informative financial education sessions throughout the year.๐Ÿ”ธOrganising impactful sessions on personal finance featuring distinguished personalities such as Saurabh Mukherjee, Swarup Mohanty, Lakshmi Iyer, and Apurva Purohit. ๐Ÿ”ธSetting up specialised financial literacy sessions for NGOs.๐Ÿ”ธFacilitating interactive engagement with FICCI FLO members through stimulating case studies and quizzes conducted via WhatsApp and offline events.๐Ÿ”ถIn 2019, I had the honour of being chosen as a delegate for the FLO Embassy Exchange Initiative. Alongside a distinguished cohort of 60 Indian women entrepreneurs and professionals, I embarked on a transformative journey to Israel and Jordan. The mission was to fortify and deepen mutual understanding, collaboration, and the exchange of ideas. For me, this represented more than a diplomatic venture; it was a chance to extend the reach of financial literacy among women beyond boundaries. We conducted our first-ever international session for women in Jordan, hosted by their embassy, marking a significant milestone.
  • Millennium Mams
    Volunteer
    Millennium Mams Jun 2010 - Apr 2014
    Bengaluru, Karnataka, India
    Millennium Mamsโ€™ is a Kolkata-based Non-Profit Organisation focused on creating financial awareness and literacy amongst women. Under the guidance of the founder Mr Bishnu Dhanuka, I was responsible for initiating the Bengaluru chapter of Millennium Mamsโ€™ as well as conducting financial literacy sessions there.
  • Child Rights And You (Cry), Formerly Known As Child Relief And You
    Communications And Young Volunteers Executive
    Child Rights And You (Cry), Formerly Known As Child Relief And You 1998 - 1999
    Kolkata, West Bengal, India
    ๐Ÿ”ถAs part of the communications department, I developed written materials for CRY and CRY-supported organisations that support underprivileged children.๐Ÿ”ถI was also responsible for organising sensitisation programmes about underprivileged children in various schools.๐Ÿ”ถI undertook extensive backend mobilisation for the cause as well as management of volunteers.๐Ÿ”ถOne of the highlights of my time at CRY was organising a fundraising concert with renowned singer Usha Uthup.
  • Maa Communications.Ltd
    Client Servicing
    Maa Communications.Ltd 1996 - 1997
    Bengaluru
    I liaised between the creative team and clients, facilitating seamless communication in project strategy.
  • The Times Of India
    Response Executive
    The Times Of India 1994 - 1995
    Hyderabad, Telangana, India
    I worked in sales and marketing for Femina and Filmfare magazines.

Preetha Wali Skills

Leadership Business Strategy Business Development Team Management Change Management Customer Relationship Management Strategic Planning

Preetha Wali Education Details

Frequently Asked Questions about Preetha Wali

What company does Preetha Wali work for?

Preetha Wali works for Pay It Forward Blr

What is Preetha Wali's role at the current company?

Preetha Wali's current role is Passionate Financial Literacy Advocate & Ambassador, Committed to Empowering People to Take Charge of Their Finances ๐Ÿ’ฐ๐Ÿ“ˆ First-Time Entrepreneur | Director & Co-founder at Pay It Forward ๐Ÿš€ DM for Customised Sessions ๐Ÿ“ฉ.

What is Preetha Wali's email address?

Preetha Wali's email address is ch****@****ail.com

What schools did Preetha Wali attend?

Preetha Wali attended Ethiraj College For Women, Indian Institute Of Management Bangalore (Iim Bangalore), Sherwood Hall Senior Secondary School - India, Madras Christian College.

What skills is Preetha Wali known for?

Preetha Wali has skills like Leadership, Business Strategy, Business Development, Team Management, Change Management, Customer Relationship Management, Strategic Planning.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.