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IRDAI-licensed · AMFI-registered · Noida

A calmer way to protect and grow what matters.

Insurance, investments and a written financial plan — personally handled by Prerna Arora for 500+ families and businesses across India.

Book a free 30-min consultation → Try the SIP calculator
500+clients, families & corporates
10+years in financial services
14insurer & investment partners

Partnered with

  • LIC
  • HDFC Life
  • Max Life
  • Tata AIA
  • ICICI Lombard
  • Star Health
  • Niva Bupa
  • NPS

Sound familiar?

01“I have a few policies, but I honestly don't know if they're enough.”

02“My savings sit in an FD while prices keep rising.”

03“One hospital bill could undo years of careful saving.”

You don't need more products. You need one clear plan — and someone who stays with you while it works.

What we do

Three things, done properly.

Also for businesses: group health & term cover, keyman insurance, gratuity and salary-saving schemes.

01

Protect

+
Life and general insurance chosen for your family's real needs — and help when it's time to claim.
  • Term life
  • Health
  • Personal accident
  • Motor
  • Property
  • Travel
02

Grow

+
Diversified investing matched to how much risk you're comfortable with.
  • Mutual funds
  • Equity
  • FDs & bonds
  • PMS
  • NPS
03

Plan

+
A written plan for each goal, reviewed every year as life changes.
  • Complete financial plan
  • Child's future
  • Retirement
  • Tax
  • Portfolio management

How it works

Simple, from the first call.

  1. Talk

    A free 30-minute conversation, online or in person, about your goals, family and existing policies.

  2. Plan

    You receive a written plan in plain language — what to keep, what to change, and why.

  3. Stay on track

    We implement only what you approve, then review with you every year.

No obligation to buy. Consultation-only is always an option.

SIP calculator

See what steady saving builds.

Estimated value

—

—You invest—Estimated gains

Illustrative only. Mutual fund investments are subject to market risks; returns are not guaranteed.

Get a plan built around this →
PA

Meet your advisor

“True financial advice is not just about numbers; it's about nurturing trust and securing dreams.”

Prerna Arora, Founder & CEO — personally handles every client's financial plan.

  • MBA
  • Licentiate in Insurance
  • IRDAI licensed
  • AMFI registered
  • NISM certified
  • CFPI
  • MF & PMS distributor

In their words

“She advises only after understanding your requirements and is very customer-centric.”
Upanshu Malhotra · Client
“She has guided us very well in selecting the right health insurance for family, aged parents, and new born child.”
Mihir Joshi · Client
“On one call, she came to my house and all the formalities were done by her.”
Kunwar Avikal Nath Mathur · Retired, client
“A regular follow up on portfolio is key for her being the best financial planner in Noida.”
Neha Jha · Client
“Went way above the call of duty to ensure that I received the maximum IDV for my renewal insurance.”
Ajay Thomas · Client
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Questions

Before you call.

Is the first consultation really free?

Yes. The first 30-minute conversation is free and carries no obligation to buy anything.

Can we meet online?

Yes — we work with clients across India, online or in person at our Noida office.

Will you help when I need to make a claim?

Yes. We guide you through documents and follow up with the insurer until it's settled.

I already have policies. Can you review them?

Absolutely. We'll tell you what to keep, what overlaps, and where the gaps are.

Start here

Let's talk about your family's next ten years.

  • Free, no-obligation first call
  • We reply within 24 hours
  • Your details are never shared

Demo form — nothing is sent.

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