Apana Dhan Financial Services - Navi Mumbai
4.9/5
★
based on 8 reviews
Contact Apana Dhan Financial Services
| Address : | Purvanchal CHS, C 27, near Prajapati Hall, Sector 1, Airoli, Navi Mumbai, Maharashtra 400701, India |
| Postal code : | 400701 |
| Website : | http://www.apanadhan.com/ |
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Gaurav on Google
★ ★ ★ ★ ★ Before meeting Preeti mam I used to invest and save but it was without goal. With her guidance and almost like 45 page recommendations I think I know where I stand with respect to the future and how to secure my main goals which I never bothered before. She is a nice person and just a call away for any doubts . More like a financial guide and friend. Though there are big names in financial planning but what attracted me is her personal attention to my goals. I definitely recommend her financial services to people who want to secure a future.
Madam,
You are doing a great service to the nation . I hope you make good strides in this industry and help people discover their goals
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sheetal bhosale on Google
★ ★ ★ ★ ★ Preeti mam is that knowledgeable person who is a down to earth and humble too .She is very approachable.As a financial planner she is very thorough and pays attention to every minute detail.Throughout the process she is very helpful and patient with my queries .post service response is also amazingly warm.I m highly satisfied and highly recommend s her.
I wish the team could aslo help in actual investments process.boon for nit so technosavy people like me,?????.
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Arpan Jain on Google
★ ★ ★ ★ ★ After a long search for a Financial planner, I got impressed by ApnaDhan website's certain quotes and decided to take a chance. Now, I am very glad that I did that.
Preeti is a very professional yet extremely friendly person. She has been a real help in streamlining my investments based on goals.
Being a novice to certain financial aspects, I have asked a lot many silly questions and every time Preeti has answered all questions and explained things in detail.
I wish I had started my financial journey with you much earlier.
Thanks!
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Rakesh Grover on Google
★ ★ ★ ★ ★ I had spoken with many advisors before finalising Apanadhan. Preeti ji’s knowledge of subject, professionalism and most of all she is very humble, played key role in deciding. Hope this would prove to be one of the good decisions of my lifetime.
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Raghavendra Bhat on Google
★ ★ ★ ★ ★ Extremely professional approach in financial planning while being friendly and answering all silly questions. The compreshensive financial plan highlights current position and also suggests course corrections.
Preeti responds quickly to all questions. It's been an amazing experience so far and I can now say, I have got good clarity on my investments after consulting Preeti
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Zahid Nadeem Khan on Google
★ ★ ★ ★ ★ Apna Dhan Financial Services (Preeti Zende Ma'am) is the perfect Financial Adviser to go with the financial advisory services for NRIs.
Ma’am knows the subject of professionalism, and she is down to earth and humble.
I would highly recommend to every earning buddy to take the financial advice and learn about finance; Afterall, it's your money, you must know how to spend it and where to invest it!
I highly recommend Apna Dhan Financial Services for all finance-related tasks."
Her response is like something extraordinary, No option is better than Apna Dhan Financial Services (Preeti Zende Ma'am).
She is an eyeopener, and she guided me like; I'm starting the second new journey of my carrier.
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Murali K on Google
★ ★ ★ ★ ★ Very recently I started my association with Apana Dhan Financial Services (Preeti Zende) and I'm extremely happy with the services received till now.
Preeti is very cooperative and understands the concerns really well. I was amazed the way every minute details very captured in the recommendations and to be honest all the solutions very achievable in the nature. The recommendation document is so elaborated that it contains all the details like Goal Planning, Risk Profiling, Asset allocation , insurance details and in-short all the financial details we need.
Overall I am very satisfied to be associated with Apana Dhan .
I wish Preeti all the best for her future endeavours.
"Apana Dhan Financial Services" is a one stop shop for any financial services.
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Eash Zen on Google
★ ★ ★ ★ ★ Amazing experience so far. Preeti has clarity in her thoughts, gives immense time to understand clients requirements and then then prepare the suitable financial plan. Her after sales service is also remarkable. She always tries to keep in touch with her clients and slove their issues on priority. I recommend Apanadhan Financial Services to those who is in search of unbiased professional still friendly financial planning services. A must opt service for your financial peace.
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