l attended an awareness session on personal finance
- conducted by Preetha for our organization. Session
was well structured and content was too apt for the
audience. Preetha explained nuances around
personal finance so swiftly, in easy-to-understand
language and with some great analogies - that even
someone who doesn't know anything about finance
- would surely get the essence and framework to
create the right path towards financial freedom for
themselves. Thanks you Preetha and your team for
putting this together.

Recently, I had the opportunity to attend a series of
sessions held by Pay It Forward BLR on the core
fundamentals of Finances and Personal Financing.
These sessions helped me understand what
financing is and how when one plans well, they will
put themselves in a position to secure their future.
This provided a good foundation on various topics
from Inflation, Insurance, Contingency plans to the
Equity Market to name a few, and how one can
adapt their portfolio based on their goals.
I enjoyed the discussions on identifying our wants
and needs and how that might shape our financial
plans.
 

Thank you so much for your sessions
ma'am. The much-needed session for the
current lifestyle. Thank you for your time
and effort to apprise us of all these basic
but very important concepts.

Thanks a lot for the great session.
Very Straight forward and Eye
opening for me. Even I am following
a lot of the principles which you
have mentioned

Thanks Preetha, Loved the session,
I will be delighted to connect with
you. Please accept my connection
request

Hi Preetha, I attended one of your
sessions at VMware, where I saw
your team giving some valuable
inputs. I want some coaching on
personal finance and investment
options that are suitable for me.
How can I get to know more about
this from your firm or who/where
should I contact.

Hi - I attended your session at
VMware - Thank you for educating
me.
Had someone done this for me
when I was 21 I would not have
made mistakes that I did.

Over the three days that Pay It Forward founders
enlightened us on aspects of Personal Finance, I
am ready to invest and learn more about the
financial market. Ms. Anu Seth and Ms. Preetha
Wali were fabulous in providing us with a
step-by-step guide on early investing and its
benefits without forgetting to mention the cautionary notes. The money mooners that we are, we sure needed this!
It is a blessing that organisations like Pay It
Forward exist to make the ABCs of Personal
Finance clearer for beginners like me.

Hi Preetha,
I had attended your amazing
Financial Planning sessions at Dell.
Wanted to check if you could share
your deck with me so I can refer
back to the insights and also if you
can spare some time to review my
portfolio high level. Let me know a
good time to connect.
One more thing: I volunteered
to take a session on "Money
Management for Women" primarily
aimed for govt school kids mothers
and hence wanted to refer to some
of the insights you had shared in
your deck.

Hope that you are keeping healthy.
Thank you for the wonderful 3-day
personal finance course at ISB. I would
love to connect with you on your Linkedin
network and stay connected with you.

This is Alok. I recently attended your 5-day webinar course that you conducted for VMware employees.

I must admit that it was great and made me realize that financial knowledge is a must for any individual.

 

I would like to thank you all for sparing your time and conducting the session. Furthermore, I would like to get your valuable advice on a few aspects on financial investing and planning.

 

Personally, I have been investing on various investment tools and hold some basic knowledge on Mutual Funds for few years now.

I wish to detail out my portfolio holdings and other plans and seek your guidance to know, if I am on the right track or need any course correction.

 

Please suggest how best I can contact you and avail your expert advice!