Apana Dhan

“When I received such a detailed financial plan I was very much surprised. I did not expect that. My compliments to Preeti for preparing a detailed and a financial comprehensive plan, keeping into consideration my financial needs for the future. I am fortunate and thank the Almighty that out of the four options available, I opted for your services. I am sanguine that with your guidance, not only will I be financially sound but wiser too. The simplicity with which you have dealt with a complex issue needs to be complemented. It hardly leaves any doubt, even to a novice like me. To that extent my compliments to you once again. Well done. ”

“I have decided to avail service of Apanadhan. After series of conversations , Preeti prepared detailed Financial Plan for me based on my goals & mapped my current investments to my goals. This is how my goal based investing started finally with help of Preeti. She is also guiding me in financial queries as and when required. Overall my experience to associate with Preeti is very much pleasent . I am very much thankful to PREETI for the help she has extended to me towards gaining Financial Literacy.”

“The financial plan handed out by Preeti after the in-depth analysis is comprehensive and easily understandable for a new investor. It focuses in detail on every aspect of an individual. The action plan at the end of the report is crisp and concise and has recommendations that need no further analysis or consultation. Overall the process of consultation, Preeti had been co-operative and patient to every single detail. I have had numerous telephonic interactions with her regarding any doubt that I had in mind, her ability to educate her clients on the pros and cons is remarkable. I am quite satisfied with the quality and promptness of the service provided by Preeti and am willing to continue the contract term for the foreseeable future. ”