Open to opportunities

Prerana Agarwalla

@preranaagarwalla

Finance professional and financial services consultant delivering investment analysis and client-focused mutual fund and insurance advice.

India

Message

What I'm looking for

I’m looking to grow in financial services where I can advise clients on mutual funds and insurance, perform investment analysis, ensure regulatory compliance, and strengthen client relationships while leading teams and improving processes.

I’m a results-driven finance professional and Financial Services Consultant with hands-on experience in investment analysis and client advisory. At Insta Invest Services since 11/2022, I consult clients on mutual fund options grounded in their financial goals and risk appetite.

I also support clients with selecting and managing insurance policies for health, vehicles, and premises. I process insurance applications, handle claims assistance, and maintain accurate financial records and client documentation to support transparency and compliance.

In every engagement, I focus on client relationship management and regulatory compliance in investment and insurance dealings to safeguard client interests. I bring strong leadership and team management, plus problem solving, critical thinking, adaptability, and continuous learning to drive outcomes.

Experience

Work history, roles, and key accomplishments

Current

Financial Services Consultant

Current

Insta Invest Services

Nov 2022 - Present (3 years 7 months)

Provided investment consultation for mutual funds aligned to clients’ financial goals and risk appetite, and advised on selecting and managing health, vehicle, and premises insurance policies. Processed insurance applications and supported claims while maintaining accurate, compliant financial records and client documentation.

Investment Analysis Mutual Fund Consultation Insurance Policy Selection Regulatory Compliance Client Relationship Management Financial Record Keeping Microsoft Office Google Workspace