Preeti Zende

Preeti Zende Email and Phone Number

Founder : Owner of Apana Dhan Financial Services, SEBI Registered Investment Advisor and Fee-only Financial Planner @ Apana Dhan
Preeti Zende's Location
Mumbai, Maharashtra, India, India
About Preeti Zende

I am an Experienced Fee-only Investment Adviser and Financial Planner with a demonstrated history of working in the financial services industry. I am registered with SEBI as Investment Advisor. I offer complete Financial solutions for all your financial worries. I work with my clients jointly to help them plan their finances better and enable them to make well-informed financial decisions. I am skilled in Risk Management, Retirement Planning, Personal Finance, and Wealth Management. I am a seasoned Personal Finance Professional with versatile experience in Insurance and Mutual Fund industry. Holding an Associate's degree focused in Insurance from Insurance Institute of India (AIII) and Post Graduate Diploma in Business Finance. I love doing yoga and dance to keep myself mentally and physically fit.

Preeti Zende's Current Company Details
Apana Dhan

Apana Dhan

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Founder : Owner of Apana Dhan Financial Services, SEBI Registered Investment Advisor and Fee-only Financial Planner
Preeti Zende Work Experience Details
  • Apana Dhan
    Sebi Registered Investment Advisor And Financial Planner
    Apana Dhan Jan 2018 - Present
    Navi Mumbai
  • Reliance Nippon Life Insurance
    Underwriter
    Reliance Nippon Life Insurance Feb 2007 - May 2011
    Mumbai Area, India
  • Icici Prudential Life Insurance Company Limited
    Unit Manager
    Icici Prudential Life Insurance Company Limited Jan 2005 - Jan 2007

Preeti Zende Education Details

Frequently Asked Questions about Preeti Zende

What company does Preeti Zende work for?

Preeti Zende works for Apana Dhan

What is Preeti Zende's role at the current company?

Preeti Zende's current role is Founder : Owner of Apana Dhan Financial Services, SEBI Registered Investment Advisor and Fee-only Financial Planner.

What schools did Preeti Zende attend?

Preeti Zende attended Insurance Institute Of India, Icfai Foundation For Higher Education, Hyderabad.

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