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Low income, unplanned decisions and unrealistic goals are relatively common among middle-class households. When SEBI registered fee-only financial advisor Preeti Zende discussed the budget for a few with kids, many readers were in disbelief – how can we invest such a lot for such financial goals? Preeti Zende may be a SEBI Registered investment adviser (RIA) and Fee-only Financial Planner based in Navi Mumbai India. She is an Associate of Insurance Institute of India (AII) and features a post-graduate Diploma in Business Finance from ICFAI university. She also holds a Masters’s degree in Commerce from Pune University. Preeti was related to the Insurance and Finance industry for long and having experience in both administration and marketing of monetary products. She had worked as a Medical and Nonmedical Underwriter and was heading a top quality check team in Reliance life assurance...
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