A software professional turned accidental investor. During a career break she took charge of her family finances only to realise this crucial aspect is often neglected. She re-skilled 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.
September - 11th 2022
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.
Director - Global Mobility at Lion Re
Developer at SAP Labs | Technology and
IS Co'211 Aviation Officer-HPCL| Maintenance
Engineer-Hindalco industries| IIT-BHU
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.
Rajesh CR Pillai
Practice Lead - Cloud Transformation | Modern
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
Member Of Technical Staff at VMware
Thanks Preetha, Loved the session,
I will be delighted to connect with
you. Please accept my connection
Member of Technical Staff at VMware
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.
Director R&D at VMware
Hi - I attended your session at
VMware - Thank you for educating
Had someone done this for me
when I was 21 I would not have
made mistakes that I did.
Deloitte | Manmohan Singh Fellow
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.
Product Management Consultant for DevOps
Enablement & Strategist at Dell Technologies
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
ISB'21 | IT Kanpur | CFA L2 | Edtech
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!