A software professional turned accidental investor. During a career break she took charge of her family finances only to realise this crucial aspect is oft neglected. She reskilled on economics and finance and her passion is to break stereotypes on financial decision making and make it centre stage in every home.
Chartered Accountant & CFP
Being a CA, she handled her family finances and learnt about investments along the way. With 13 years of experience ,Pay it forward was a natural extension of sharing this innate love for finance. She is now a Certified Financial Planner (CFP).
Has worked with CRY and Times Of India and chanced upon learning personal finance. She is now an ardent trainer and proponent, trying to spread the message, initially by teaching the subject for almost 6 years and now conducting workshops across Bangalore.
Workshops: Modules & Audience
The team at Pay it Forward bring with them an in depth knowledge and expertise in all aspects of finance. Their workshops are extremely engaging and insightful and is definitely an eye opener for many . Awesome initiative by the awesome trio - Preetha, Anu and Vinita.
Vinita and team , kudos for starting this initiative . The simplicity with which you'll explain a technical subject is truly amazing . The examples are insightful and would help anyone towards their goal of financial independence . All the best !
"People without financial knowledge, who take advice from financial experts are like lemmings simply following their leader. They race for the cliff and leap into the ocean of financial uncertainty, hoping to swim to the other side.”Robert Kiyosaki. The courses conducted by PIF help us on this path of financial knowlege. Sharp, smart and relevant.
I had privilege to attend one of the session from PayitForward team. Anu and Preetha are knowledgable and the best thing about this team is they don't upsell any product or brand to you. It is just pure knowledge on finance. Indeed breaking the stereotypes of women aren't good with numbers/finance.
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