Insurance
Cover chosen for your real needs — and help when you claim.
- Term life
- Health
- Accident
- Motor
- Property
- Travel
◆ IRDAI licensed · AMFI registered · Noida
Clarity for your money. Confidence for your family.
Insurance, investments and a written financial plan — personally handled by Prerna Arora for 500+ families and businesses across India.
500+Clients served
10+Years experience
14Partners
PartnersLICHDFC LifeMax LifeTata AIAICICI LombardStar HealthNiva BupaNPS
Sound familiar?
The questions that keep families up at night
“Are my policies enough?”
Bought over years, never reviewed together.
“Why aren't my savings growing?”
FDs quietly lose value to inflation.
“What if someone falls ill?”
One hospital stay can undo years of saving.
You don't need more products. You need one clear plan.
Get my planOur services
Protect. Grow. Plan.
One trusted advisor for the whole picture — or just the piece you need.
Investments
A mix that matches your comfort with risk.
- Mutual funds
- SIP
- Equity
- PMS
- Bonds
- NPS
Planning
A written plan for every goal, reviewed yearly.
- Complete plan
- Child's future
- Retirement
- Tax
- Portfolio
For businesses: group health & term cover, keyman insurance, gratuity, salary-saving schemes and seminars.
Corporate enquiryHow it works
Three transparent steps
- 1
Free consultation
30 minutes, online or in Noida. We listen first.
- 2
Your written plan
What to keep, fix and start — in plain language.
- 3
Yearly review
Only what you approve, then reviewed every year.
SIP calculator
See the power of compounding
Estimated value
—
InvestedGains
Illustrative only. Mutual fund investments are subject to market risks.
Plan my SIP with PrernaPA
Meet your advisor
Prerna Arora
Founder & CEO · 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 plan — your needs first, products later.
- MBA
- Licentiate in Insurance
- IRDAI
- AMFI
- NISM
- CFPI
Client stories
Trusted by families across India
★★★★★
“She advises only after understanding your requirements and is very customer-centric.”
★★★★★
“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.”
★★★★★
“A regular follow up on portfolio is key for her being the best financial planner in Noida.”
FAQ
Before you reach out
Is the first consultation really free?
Yes — 30 minutes, no cost, no obligation to buy.
Can we meet online?
Yes. We serve clients across India online, or at our Noida office.
Will you help me with insurance claims?
Yes. We assist with documents and follow up until it's settled.
Can I take only advice?
Yes — consultation-only, or complete portfolio management.
Get started
Your clearer financial future starts with one call.
- Free, no-obligation first call
- We reply within 24 hours
- Your details are never shared