InsuranceProtect what matters
- Term life & savings plans
- Health insurance for family & parents
- Accident, motor, property & travel
- Claim assistance
★ Trusted by 500+ families & businesses
Protect your family. Grow your money. One clear plan.
Insurance, investments and goal planning — personally handled by certified advisor Prerna Arora.
What are you planning for?
500+Happy clients
10+ yrsExperience
14Insurer & AMC partners
24 hrsResponse time
- LIC
- HDFC Life
- Max Life
- Tata AIA
- HDFC ERGO
- ICICI Lombard
- Tata AIG
- Star Health
- Niva Bupa
- NJ Wealth
- NPS
Sound familiar?
Most families we meet have the same three worries
“Are my policies enough?”
Several policies, bought over years — but no one has checked whether they actually cover your family.
“My savings aren't growing.”
Money parked in an FD or savings account quietly loses value to inflation every year.
“What if someone falls ill?”
A single hospital stay can wipe out years of careful saving without the right health cover.
Our services
Everything your money needs, in one place
Choose one service or let us manage the whole picture.
InvestmentsGrow steadily
- Mutual funds & SIPs
- Equity & PMS
- FDs, bonds & NPS
- Alternative investments
PlanningReach every goal
- Complete financial plan
- Child education & marriage
- Retirement & tax planning
- Portfolio management
For businesses: group health & term cover, keyman insurance, gratuity, salary-saving schemes and financial awareness seminars.
Talk to usHow it works
Three simple steps
No jargon, no pressure — just clarity.
- 1
Free consultation
30 minutes, online or at our Noida office. We listen to your goals and look at what you already have.
- 2
Your written plan
A clear, personal plan: what to keep, what to fix and what to start — with reasons.
- 3
We stay with you
We implement only what you approve, help with claims and review every year.
Free tool
How much could your SIP grow?
Move the sliders to see the power of compounding.
Estimated value
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InvestedGains
Illustrative only. Mutual fund investments are subject to market risks.
Plan my SIP with an expertPA
Meet your advisor
Prerna Arora
Founder & CEO, Prerna Financials · 10+ years in financial services
“True financial advice is not just about numbers; it's about nurturing trust and securing dreams.”
Prerna personally builds every client's financial plan — starting with your needs, not with a product.
- MBA
- Licentiate in Insurance
- IRDAI
- AMFI
- NISM
- CFPI
- MF & PMS distributor
Client stories
Families who sleep better
★★★★★
“Has helped me and my family save money for the future in the right policies and have also saved us from fraud ones too.”
★★★★★
“She has guided us very well in selecting the right health insurance for family, aged parents, and new born child.”
★★★★★
“The policy was issued within a day… they guided me pretty well for claim filing, answering all my queries.”
★★★★★
“I have very little knowledge about insurance. She gave me all the answers to my questions related to insurance.”
★★★★★
“She gave her personal involvement at each and every step.”
FAQ
Common questions
Is the first consultation really free?
Yes — 30 minutes, no cost and no obligation to buy anything.
Do I have to meet in person?
No. We work with clients across India online, or you can visit our Noida office.
Will you help me with insurance claims?
Yes. We help with documents and follow up with the insurer until the claim is settled.
Can I take only advice, without buying?
Yes. You can choose consultation-only, or have us manage your complete portfolio.
Ready for a clear plan?
Leave your number and we'll call you back to fix a time that suits you.
- Free, no-obligation call
- Reply within 24 hours
- Your details stay private