Preet Investment | Sudha Mishra

Insurance Planning

Preet Investments provides excellent insurance policies and partners with other companies to ensure you have a comprehensive insurance strategy in place.

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Financial Planning

Preet Investments can help you overcome your most challenging financial obstacles and show you how to build a brighter financial future.

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Tax planning and Estate Planning

We do analysis of one's financial situation from a tax efficiency point of view so as to plan one's finances in the most optimized manner.

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Welcome to Preet Investments

Financial Planning, Insurance & Investment Advisory

Hi! Welcome to Preet Investments. We thank you for investing your valuable time in visiting our website. We hope you'll spend a few minutes getting to know us and how we can work together to help you achieve Financial Abundance. We are pleased to introduce our company Preet Investments

Finance Planning
- overcome your most challenging financial obstacles
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Tax Planning
- We do analysis of one's financial situation from a tax efficiency point of view
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Wealth Management
- specializes in creating customized innovative solutions for wealth creation and preservation.
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Insurance Planning
- excellent insurance policies and partners with other companies to ensure you have a comprehensive insurance strategy in place.
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Housing Loan
- professionally managed housing finance company catering to ‘middle class’ India and providing financial inclusion to Lower and Middle Income (LMI) families..
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Founder's Profile

Sudha S. Mishra is the owner and Financial Planner of preet investments, Sudha has grown from hard work and strength year by year, ever since she started her career in Financial Planning & Investment Advisory in 2009.She has an experience of 16 years of being a financial planner in advisory services. She utilizes her clients financial resources in the best possible manner and enhances their quality of life. She has done financial planning of more than 400 clients, comprising of business men, salaried employees, HNIs & NRIs.She has created significant value for her clients , she creates a smooth road map for her clients to acquire their financial ambitions. She also has a good experience and relation with all of her clients.

Financial Planner
Smooth road map for her clients to acquire their financial ambitions

1

Life Insurance Clients

1

Mutual Fund

1

Medical Insurance Clients

9869332154

Available

What we do?

We are currently providing Risk Management Solutions, Tax Planning, Wealth Creation ideas, Insurance Planning, Education planning & Retirement Solution
We believe in Creating Value and making a Positive Difference in the lives of people. We believe each client is Unique, hence our advice is never offered in a vacuum rather, we put CONTEXT around our Clients Goals & Objectives & then based on your concerns/challenges as also your Risk Appetite & Cash Flows we customize a Solution with your specific needs in mind.
We do not come to any meeting with a Preconceived Notion. We would rather get to know the person, explore ways we can work together. Our only agenda is Creating Value for the CLIENT.
We also assist in implementing our Recommendations & there is one Annual Review as well.

Our Mission

Helping People To DEFINE, DEVELOP & ACHIEVE THEIR PERSONAL, PROFESSIONAL & FINANCIAL DREAMS & GOALS with innovative, yet practical solutions and never compromise the interest of the customer under any circumstance.

Values

What is Good to our Customers will bring good to us, what is not good to our customers can never be good for us.
What we benefit from our customers is not important, what our customers benefit from our services is our Predominant Concern.

Services Offered:

Our services include complete financial planning which entails

Analyzing current data and future needs
Simple solutions for achieving the goals
Monitoring the plan executed regularly
Yearly reviews

Products we cover:

Life insurance ( Individual, Keyman, Employer-Employee & MWP)
Mutual funds
Portfolio management
Corporate fixed deposits
Housing loan
General insurence

We Specialize in the following areas:

Contingency Planning
Life Insurance Planning
World Class Education Funding
Retirement Planning
Enterprise Funding
Tax Planning
Health planning

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Testimonials

Gurpreet singh anand - Manager Tcs

I just wanted to let you know how happy I am with the service provided by you Your service has been exemplary and on a professional, knowledgeable, yet friendly level that far exceeds all other Financial Planner I have dealt with. It is so refreshing to receive a prompt and professional service, whether it is suitable plan implication or timely update of the policies regards to the premiums. I do wish you every success as you deserve it.

Lalsa Gupta ,banker,icici bank

It was and indeed a wonderful experience to have you to set up my taxation plans. Excellent service provided by you right from the time I first met you to discuss about my investment. Your timely reminders and notifications are also a blessing in disguise which helps you ensure that the amount is in your account for the money to be debited safely. Great service...excellent experience. ..keep the good work constant..

Sujata Dev, Author and CEO, TGMPL

Sudha is a very sincere and hardworking LIC agent. Over the years she has helped me and my family in planning our investments and stood by us at all times, whenever we needed her. She is not only professional in her approach but extremely efficient. My best wishes are always with her.

Venkatesh P C, Supply Chain Manager- Pan India, Storia Foods & Beverages Pvt. Ltd.

Sudha is excellent in giving details of every product in detailed manner. Since we are not from Finance background, she mentors us well and advices such, that no loss happens to her clients. Sudha trains her clients regarding Mutual Funds and clarifies all the doubts at any time. Most importantly, Sudha maintains confidentiality of her clients which is the key regarding finance. Sudha gives customized services to her clients as per their requirements and for our convenience even sends her staff at our doorstep for those services. Overall she performs her duties very well and we are glad to have her as our financial advisor.

Sonali Shahane, Manager TCS

I am been served by preet invesments for more than 5 years and continue to do so.Highly accurate finance planning,equally spread wealth management expertise has allowed me to gain appropriate profits after right planning.Their services are upto the mark especially the yearly dashboard and reports allow you to plan for your future investments for the year.I would definately recommend preet investments for your accurate wealth management.

Debashish Ghosh, Head physical security and safety, IT & consulting company

Ms Sudha Mishra has been my financial advisor for last many years and has helped me in planning my financial goals very efficiently. She provides excellent advise on investments and is completely trustworthy. Her working style is very transparent and provides regular updates on the progress of the investments made.

Rakesh Singh, Assistant Vice President, Wells Fargo

Passion, knowledge, compassion and a genuine interest in achieving the best for clients is what makes a truly professional Financial Adviser.I am absolutely delighted with her service from 8 years. It is really refreshing to work with a financial adviser who is truly interested in their client’s needs, circumstances and preferences. What really impressed me was the way she took the time to get a feeling for where I was at, her depth of knowledge, lateral thinking and her common sense approach. Her professional, ethical and caring demeanour elicits my trust and respect and I gladly recommend her services whenever possible.

UDAY SHINDE, MANAGER, ITC GRAND CENTRAL HOTEL

I am associated with the company almost for 10 years now. Sudha has helped me and my wife immensely in managing our finances. She has thorough knowledge about financial planning. My best wishes to Sudha and her team!

Sushil Mandrekar, Proprietor – Akshaya Fashions

The service and insurance advice provided by Sudha is quite invaluable. She answers to all queries about insurance very promptly and efficiently & also provides very good advice. It is without hesitation, I would recommend her to my family, friends & colleagues for her outstanding services in advising the most suitable Insurance and Investment plan.
Thankyou Sudha!

Contact information

101, Padmavati Kripa, Tilak Road No.2,M.G. Road, Goregaon(W),Mumbai -400 062

+91 9869 3321 54
sudhaprit@gmail.com

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Date Of Birth:

Insurance Planning

Financial Planning

Tax planning and Estate Planning