Prerna Financials and her team’s inspirational journey!

Ms. Prerna Arora is the founder of Prerna Financials which serves PAN INDIA with Financial services. The Head office is located in Noida, U.P, India.

She has been helping people along with her team of professionals for financial Awareness, Wealth Creation, and Financial Security for her clients for the last 12 years.

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The firm deals in All types of Insurance like Life Insurance, health insurance, Liability insurance, Vehicle Insurance, Fire & Burglary, Marine Insurance, Cyber Insurance, and Misc. insurance. Along with this, they also provide services related to other investments and Personal Financial Planning, Asset management services, Succession planning, Portfolio management, Equity Advisory, Mutual Fund investments, Bonds, Corporate FDs, and other investment tools.

Prerna Financials, also help Corporates with their Group insurances for health, term plans, salary saving schemes, Keyman insurances, and other possible investments of business houses.

Personal Financial Planning is done by Ms. Prerna herself for all her clients and she specializes in that. The key thing is to understand the customer’s need first and based on that in-depth discussion of all goals, debts, etc is done to get to result-oriented planning. A client can get only a consultation or if they wish then the complete portfolio can be managed by Prerna Financials.

Ms. Prerna believes in contributing to other’s life with her knowledge, ethical practice, and genuine guidance to achieve financial freedom and other financial goals in life.

Before beginning her journey in the financial industry, Prerna experienced that few advisors are mis-selling the product for either their benefit or due to lack of knowledge. Due to this, the customer lands up getting financial losses instead of wealth creation in such products & thus she took the step to try and fill this Gap and entered the industry with the vision of Serving Clients with full ethics and transparency, and for this, she has taken many training, done courses from renowned places. To name a few like NSE Academy, Bima Gurukul etc to gain in-depth knowledge and still keep reading the journals and related articles.

Her journey started in the Financial Services Industry back in 2009 from being a LIC advisor and post that there was no looking back. Prerna has added all financial services options one by one so that her clients get the best services in one place itself. The intention was to help her client with the best product combination to make their financial planning secured yet which can create wealth for them at all phases and stages of life.

The vision is to be the most trusted financial consultancy firm. She strongly believes that it is important to be true to yourself and that gives you the courage to practice ethically and professionally.

Prerna has a mission to spread financial awareness and help people make wise decisions. She believes that as a doctor who works on body diseases, she works on financials issues of life and thus she wants a debt-free, financially sound future for her clients. The tag line for Prerna Financials is “Making Better Tomorrow” and they are working towards this mission.

Irrespective of the professional hurdles, she is committed to her work and achieving the mission to keep helping people, educating them with financial investment tools, why, how, and where of investment, and making her clients achieve financial freedom and make provision for their generations. Presently Prerna Financials is serving more than 500 families & corporates.

She has gotten recognition and won many awards during the journey from almost all associated business partners. By qualification, Prerna is an MBA, CFP, and Licentiate in Insurance, AMFI regd.  In addition, she has done many courses from NSE and other institutes and has been certified in those….

She believes that it is very important to keep learning and upgrading knowledge to help clients with their required financial services and create value in their lives.

Not just that, Ms. Prerna Arora keeps conducting financial awareness camps at corporates, schools, and different groups so that the relevance of investment and how to grow your money can be understood in an easy way by the masses. These Awareness sessions are done both online and offline.

Ms. Prerna Arora considers all her clients as her extended family members and yet her approach is professional along with a personalized understanding of each client’s portfolio. The client’s satisfaction is the boost that keeps her going and serving more and more people.

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