About Me
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.
Our Core Services
INVESTMENT PORTFOLIO
Whenever you think of making investment, three things should come on top of your mind – Risk Profiling, Products and Asset Allocation.
TAX FUNDAMENTALS
Tax planning is an important part of a financial plan, as reducing tax liability and maximizing eligibility to contribute to retirement plans are both crucial for success.
INSURANCE PORTFOLIO
Getting yourself protected from unknown risk should always be the first priority. How to get yourself, your family and your assets protected - we tell you that. Insurance is important when it comes to managing risk
MUTUAL FUND
A mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities. These investors may be retail or institutional in nature
WEALTH MANAGEMENT
Through proper asset allocation and risk analysis we help you to create ideal portfolio to grow your money at desired rate. Products are chosen from all asset classes - equity, debt, property, gold etc.
RETIREMENT-PLAN
Regardless of your age, it is never too early or too late to begin looking after your money. Visions of retirement vary from person to person and include such things as relaxing full time, travelling, pursuing a hobby.
Financial Calculators
Secure your future through systematic investment
Select your goal and calculate how much you need to invest!
client's reviews
I was a bit sceptical initially to invest in the stock market via Financial advising services however after knowing that Ms Preeti Nayak has her own Financial advising, I did not have to wait any further.
At the Onset, she heard me out and understood my investment needs, planned my portfolio as per my requirement and executed the same. The whole process was effortlessly and professionally done with my approvals at each step.
I have been using Preeti Nayak's Financial advising services and found her to be extremely meticulous in her approach with great know-how of the current market conditions and always a phone call or a message away for any portfolio related queries. With all these qualities and trust, I knew my money will grow and is in absolute safe hands. In fact, growth has been exceptional, thanks to Preeti. Please accept my Gratitude for your sincere efforts, Investing and tracking is now a fingertip away.
CAPT. SACHIN RAO
COMPLIANCE MANAGER-SAGITAL MARINE SERVICES LTD.
Preeti understood the goals of my investments and she advised me to invest on certain funds.
The funds she had suggested are really performing well.
I am really happy with her recommendations and a trust bond have been created even without meeting her in person.
She will be always my go-to person for any investments.
I am glad that I got to know her.
ANANTHI A,
DELL TECHNOLOGIES, BANGALORE
Preeti has been really helpful in all taxation and investment matters. I have been using her services for years. She is knowledgeable, committed and very efficient. She always provides advice putting her clients interest first. I would highly recommend using her services for all your investment and taxation requirements.
NIKHIL CHAVAN,
IT PROFESSIONALSENIOR CONSULTANT - TIER ONE ANALYTICS, CANADA
Thank you so much Preeti for such an apt services!
Investing money with your knowledge is the best decision in life!!!
Complete future security
DEEPALI NAIK,
HOME CHEF DEEP'S KITCHEN
I have known Preeti for a long time as a very dedicated professional. I started doing my investments through Preeti Infinite Services without any hesitation. And true to my belief the same are handled very professionally and am very happy to have made this decision which would not have happened on my own. Thanks, Preeti for your constant updates and reminders which has helped me grow my savings.
ASHUTOSH PRADHAN SENIOR MANAGER
– TATA CAPITAL FINANCIAL SERVICES LTD.
I am impressed with your knowledge of mutual funds and investment strategies and really like your always available attitude.
VASUDEVAN THAYERY,
ACCOUNTS MANAGER, PIONEER FOUNDATION ENGINEERS PRIVATE LIMITED
Money .... a very crucial part of every person’s life. It is said that money grows thru money. N we all save it, invest it for our future. When it comes to investment not everyone is pro at that. So, we have Financial portfolio managers who help us. But allowing someone to handle your hard-earned money ....Goose bumps in ones stomach....Isn't it...
Trust matters a lot in such conditions. ...N that is what I found with Preeti Infinite Services.
Yes, I knew Preeti since long but as a friend not as a professional investor. So, my first investment was like....Chalo try karke dekhte hai. And I’m happy that I did give it a try. Over the time I was sure that my money is in not only in trustworthy but intellectual n professional hands who understands the nitty gritty of the business.
Treating you as a client (not just a friend) n handling things professionally without the Chalta hai attitude is what impressed me a lot.
A sheer passion to drive ahead with proper understanding of the business makes Preeti Infinite Services a go getter and assured partner for our investments.
I wish the company abundance of success till the end of horizon.
RUCHIRA KONDASKAR -
COUNSELLOR - SPECIAL EDUCATOR (LEARNING DIFFICULTY) DSVMF -MAITRA, ACCOUNTS MANAGER, PIONEER FOUNDATION ENGINEERS PRIVATE LIMITED
Hi …Myself is Tushar Naik and many thanks to Preeti Infinite services for making me understand the value of SIP since I have started around 15 months ago.
My experience in the interim was super and returns expected was also very decent and hence I request one should always invest through SIP and investing through Preeti Infinite Services will not only give a very professional feedback/ advice and also guide you how to grow your money slowly and steadily …
I wish her all the very best….thanks
TUSHAR NAIK
– DIRECTOR, FINANZA ADVISORY PVT LTD
It’s my privilege to avail services of Preeti Infinite services for extensive expertise and knowledge on investments, Insurance and Health Policies. Every month, Ms. Preeti provides detailed statements on investments which cherish me to see upward the growth of my investments. Just like periodic portfolio statement, I do get beforehand information on policy premiums for prompt payments and to avoid lapses. I’m glad to avail facilities of Preeti Infinite Services.
PANKAJ KANGUTKAR
LIS PROJECTS MANAGER - ADVANCED TECHNOLOGY COMPANY, K.S.C.P.