After her initial 5 years of a career as a hard-core accountant with stock broking firms, Preeti began her stint with Tata Securities Limited of TATA Group, a well-known conglomerate where she got the opportunity of learning and imbibing the functioning of the stock market and mutual fund industry. Preeti’s inquisitive nature and ability to learn novel things enabled her to excel on several aspects of the industry. Her talent and performance were also well recognized and acknowledged by the management during her tenure with the TATA Group.

Her strong analytical, management and organisational skills led her towards becoming a team builder and a leader. With her zeal to explore and learn new domain, she took up the customer centric function and relentlessly performed for almost 6 years. The rich experience gained with the TATA Group for 11 years gave her immense confidence & belief in herself to handle complex situations with ease and calmness.

To leverage on her 21 years of rich experience, she decided to begin her own venture in the Financial Services sector as a Mutual Fund Distributor and Insurance Advisor. Her experience in Broking industry, focused approach and entrepreneur skills were the base for her major shift from a Senior Manager to taking control of her own venture.

With the knowledge gained and her zest to provide quality services under one umbrella, she set up her venture as “Preeti Infinite Services” in April 2019. In a short span of over two years, she has developed and established her client base with over 150 satisfied clients. Apart from sensible investment of the funds of the clients, Preeti has always ensured to support them in terms of providing timely updated and transparent information and through prudent counselling which is also evident from the large satisfied clientele in a short span of period. Her blossoming success story underscores the fact that with patience, hard work and perseverance, one can achieve growth & success heights & that is the mantra she has imbibed which is reflected in her developed client base.