Free consultation

Your family's financial friend in Noida

Whatever life brings, your family stays covered.

Insurance, investments and a written plan — personally handled by Prerna Arora, IRDAI-licensed & AMFI-registered advisor.

What would you like to take care of?

UMMJNJSS

500+ families & businesses trust Prerna

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Partnered withLICHDFC LifeMax LifeTata AIAICICI LombardStar HealthNiva BupaNPS

Sound familiar?

Little worries that add up

“Are my policies enough?”

Bought over years, never looked at together.

“My savings aren't growing.”

Inflation slowly nibbles away at FDs.

“What if someone falls ill?”

One hospital bill can undo years of saving.

You don't need more products. You need one clear plan — and a friend who stays with you.

Get my plan

What we do

Protect, grow & plan

Pick one, or let us look after the whole picture.

Insurance

Cover chosen for your real needs — and a hand to hold at claim time.

  • Term life
  • Health
  • Accident
  • Motor
  • Property
  • Travel
Explore insurance →

Investments

Steady growth matched to how much risk you're comfortable with.

  • Mutual funds
  • SIP
  • Equity
  • PMS
  • Bonds
  • NPS
Explore investments →

Planning

A written roadmap for every goal, reviewed every year.

  • Complete plan
  • Child's future
  • Retirement
  • Tax
  • Portfolio
Explore planning →

🏢 For businesses: group health & term cover, keyman insurance, gratuity, salary-saving schemes and seminars.

Corporate enquiry

How it works

A simple, friendly journey

No jargon, no pressure — just a clear path.

  1. Step 1

    Free chat

    30 minutes, online or at our Noida office. We listen first.

  2. Step 2

    Your written plan

    What to keep, fix and start — in plain words.

  3. Step 3

    We stay with you

    Only what you approve, then a review every year.

Free SIP calculator

Watch your money grow

Plan my SIP with Prerna
Estimated value

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You investGrowth

Illustrative only. Mutual fund investments are subject to market risks.

Meet your advisor

Hi, I'm Prerna Arora

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

Founder & CEO of Prerna Financials. For more than a decade I've helped families and businesses protect and grow what they've built — and I personally build every client's plan.

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

Kind words

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.”
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 · Client
★★★★★
“The most genuine and helpful advice. Have been spoon-fed and guided through every step.”
Tanya Malik · Client
★★★★★
“I have very little knowledge about insurance. She gave me all the answers to my questions.”
Jitendra Jain · Client

Questions

Things people often ask

Is the first chat really free?

Yes — 30 minutes, no cost and no obligation to buy anything.

Can we meet online?

Of course. We help families across India online, or you can visit us in Noida.

Will you help me when I need to claim?

Yes. We help with paperwork and follow up with the insurer until it's settled.

Can I just take advice?

Yes — consultation-only, or we can manage your complete portfolio.

Let's have a cup of chai and talk money.

  • Free, no-obligation first chat
  • We reply within 24 hours
  • Your details stay private

Demo form — nothing is sent.