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Financial Service Provider

The founder of Prerna Financials is Ms. Prerna Arora. Who has done B.Sc., M.B.A, Licentiate in Insurance, AMFI registered, NISM Certified, IRDAI licensed, Authorized Mutual fund and PMS distributor, CFPI She has a vast experience in the financial industry of more than a decade and has 500+ satisfied clients (families and corporates) The head office of Prerna Financials is located in Noida, U.P. However, they serve PAN India. With technology advancements meeting are conducted both online and offline. We help Corporates with their Group insurance for health, term plans, salary saving schemes, Keyman insurances, Gratuity, and other possible investments of business houses. Personal Financial Planning is done by Ms. Prerna herself for all her clients and she specializes in that. The key thing is to understand the customer’s need first and based on that in-depth discussion of all goals, debts, etc is done to get to result-oriented planning. A client can get only a consultation or if they wish then the complete portfolio can be managed by Prerna Financials.

Financial Planning

Financial Planning is the key to achieving all your financial goals in life. This includes entire planning including the smaller or bigger goals, budgeting, cash flow, Investment analysis, Goal planning like child education, retirement planning, international trips, Child marriage, house/investment property purchase, etc, tax planning, estate planning, risk management and making the goals achievable by asset allocation.

Life Insurance

Life is the most valuable thing in this world and many people are dependent on our lives. Be it financially or emotionally. The loss of the life of any dear one in anyone’s life means a lot. No one can fulfill the loss but life insurance is a way to minimize the financial loss due to that loss.

Health Insurance

Indemnity insurance helps to pay the hospitalization bills and the expenses related to that before and after the hospitalization. Hospitalization may happen to anyone due to any unforeseen situation and as we are not prepared for such a situation so health insurance will help you maintain your savings and ensure you with any financial loss due to that.

Accidental Insurance

Cheapest Indemnity insurance with higher benefits and takes care of the unforeseen expenses which may happen due to an accident. Accidents can happen to anyone and that’s why it is called accidents. Slipping somewhere, road accident, burn due to an incident, or any such situation. None of us can predict an accident and thus the required expenses for the same but any such expenses can be taken care of by an accidental policy.

Motor Insurance

Motor insurance is mandatory for all vehicles running on the road but there are many factors in motor insurance. The mandatory part of insurance is “Third-party Insurance” however this insurance does not include any value of the vehicle so in case of total loss or any damage or theft of the vehicle, the owner does not get any loss compensation.

Mutual Fund Investment

Wealth Creation is the most important part to achieve Financial Freedom. To create wealth, it is important to do asset allocation and Mutual Fund is such an asset that can help create wealth. This option is for all types of investors like people looking for secured investments can invest in debt funds, a light risk taker can opt for hybrid funds, and for an aggressive portfolio, one can choose Equity funds.

Portfolios Management

This is a very important and crucial part of wealth management and achieving financial goals as it includes risk management and different asset allocation along with rebalancing. This includes investment strategies and management with complete planning of all goals. Here asset allocation is a very important component.

General Insurances

Insurance is mainly divided into two categories i.e., life and non-life. The non-life category is general insurance. In general insurance, there are many types of insurance like- Health, Motor, Marine insurance, Fire insurance & Perils – office, home, property, factory, etc., burglary, Theft, Personal and professional liability, cyber insurance, Travel insurance, Commercial insurance, business insurance, workmen’s compensation, assets insurance, and home insurance.

Group Insurance/ Corporates

For Firms/ corporates, we provide special services with group insurance for term insurance, health, salary saving schemes, Keyman insurances, Gratuity, and other possible investments of business houses. We also conduct financial awareness seminars for them and on-request services at their offices. You may connect with us to know what all services can be provided for your firm.

Client's Testimonials

What Our Clients Say

Upanshu Malhotra

Client

Amazing advice by Ms. Prerna. Has helped me and my family save money for the future in the right policies and have also saved us from fraud ones too. I highly recommend Ms. Prerna. She advises only after understanding your requirements and is very customer-centric. The best financial advisor 😁

Mansi Saluja

Client

The best ever experience on the financial assistance, she always suggests the best we need. For any kind of assistance and best guidance, every time ..I will prefer her. It was my first investment and for the rest of my life, I will prefer Prerna only 😁

Nagaraj A. Yernallekar

Client

Always ready to help, will take you an extra mile ahead to get you gains through the right process of investment. Highly recommended 😁

Sagar Kapoor

Client

Very knowledgeable professional and they are committed for their clients growth.😁

Ajay Thomas

Client

Prerna went way above the call of duty to ensure that I received the maximum IDV for my renewal insurance, and also got the best deal for me. Prerna comes highly recommended!

Mihir Joshi

Client

Prerna is an excellent finance planner. She has guided us very well in selecting the right health insurance for family , aged parents , and new born child. She has also advised us well inselecting the right life insurance policies and the righ mutual funds for investment.

Sagar Kapoor

Client

Very knowledgeable professional and they are committed for their clients growth.😁

Alok Agrawal

Client

We bought two policies through Ms. Prerna. The whole experience was excellent and timely support and help provided by her was great. I would recommend everyone to use herexpertise and guidance for your investments.

KUNWAR AVIKAL NATH Mathur

Client

I have taken only one policy after my retirement from Ms Prerna. On one call, she came to my house and all the formalities done by her. My all previous policies, which were taken in various cities during my service tenure, are being taken care of by her and guiding me time to time. I appreciateher for extending all types of help without any self interest. Wish her more success.

Neha Jha

Client

I highly recommend her for Financial planning as she understands the need first and based on that share a plan and give full time to understand and execute the same. Not just that a regular follow up on portfolio is key for her being the best financial planner in Noida.

Alok Agrawal

Client

We bought two policies through Ms. Prerna. The whole experience was excellent and timely support and help provided by her was great. I would recommend everyone to use herexpertise and guidance for your investments.

Swati Sharma

Client

I highly recommend Ms. Prerna Arora and her company (Sanjeevani) for complete financial planning. She has helped me in insurances and mutual fund investment along with our portfolio management. She gave her personal involvement at each and every step. I would love to recommend her if you are feeling stuck anywhere in financial services; just call her up and she will show you the path.

Tanya Malik

Client

The most genuine and helpful advice. Have been spoon-fed and guided through every step. Don’t know what I would have done without Prerna.

T M

Client

Always there to the rescue. Cannot imagine our financials without them. Would surely recommend.

Vansh Chawla

Client

Had such a great experience in liaising with Sanjivani Financial Service, especially their founder Prerna Arora, who has in-depth knowledge of financial matters, especially insurances. She timely guided me to buy the Corona Kawach Policy for my family members, detailing all the benefits covered under the policy. The policy was issued within a day. What matters here is swiftness since we got affected just after 20 days of policy, and the policy had a 15-day moratorium. So, I really thank Sanjivani Financial Service for their counterpart. Apart from that, they guided me pretty well for claim filing, answering all my queries and documents which are to be submitted at the click of my call. This I found is the best part of the services. Will highly recommend for all types of insurances 👏🏻👏🏻

Jitendra Jain

Client

Excellent experience with her. I have very little knowledge about insurance. She gave me all the answers to my questions related to insurance. I am happy with her, thanks.

Aneesh Puri

Client

Always available for all kinds of financial guidance, gives detailed information regarding any investments or finances with quick responses along with proper explanations/justifications.