Our Services
Comprehensive Financial Planning
Prerana provides a 360-degree approach to financial planning, addressing both immediate and future needs. Our services include investment planning, tax optimization, risk assessment, and retirement planning, ensuring clients have a complete roadmap to financial security.
Long-Term Advisory and Generational Planning
We offer advisory services for estate planning, succession planning, and generational wealth preservation, supporting families and businesses in maintaining and growing their wealth over generations. This includes tailored strategies for both nuclear families and large business houses with complex financial structures.
Investment and Portfolio Management
Unlike standard advisory services, Prerana is committed to continuous support. Our team conducts regular reviews and offers personalized guidance, adjusting financial plans as client needs evolve or market conditions change.
Family Wealth Management
We experts provide insights into probate, legal succession, will, mutation and ensure there is smooth economical transfer of wealth from one generation to another. We use the advance techniques of Estate Planning for all families
