HOW IT WORKS?
Here are the 3 working steps on success.
WE PROVIDE RIGHT PRODUCT FOR YOUR NEED
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About us
I, Preeti Balani, am a AMFI Certified Mutual Fund distributor and Certified Financial Goal Planner. I am a B.Sc. Mathematics Graduate. I started my Career at Jindal Steel & Power Limited Raigarh in Quality Control and ISO Department in the Year 2007.
Year 2016 brought a paradigm shift and so i started my new Journey in the Financial Sector as a Mutual Fund Distributor.
Read MoreCollect data
Your risk profile, past investments, your prefernces and concerns - all are considered here.
Portfolio building
Based on the data collected, schemes in the portfolio are decided. Asset allocation principle is also considered.
Portfolio review
Depending on nature of portfolio, review frequency and date is decided. Re-balancing of portfolio can happen here, if necessary.
SERVICES
Investment portfolio
Whenever you think of making investment, three things should come on top of your mind – Risk Profiling, Products and Asset Allocation.
Insurance Portfolio
Getting yourself protected from unknown risk should always be the first priority. How to get yourself, your family and your assets protected - we tell you that. Insurance is important when it comes to managing risk
Tax Fundamentals
Tax planning is an important part of a financial plan, as reducing tax liability and maximizing eligibility to contribute to retirement plans are both crucial for success.
Mutual Fund
A mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities. These investors may be retail or institutional in nature.
Wealth Management
Through proper asset allocation and risk analysis we help you to create ideal portfolio to grow your money at desired rate. Products are chosen from all asset classes - equity, debt, property, gold etc.
Retirement Planning
Regardless of your age, it is never too early or too late to begin looking after your money. Visions of retirement vary from person to person and include such things as relaxing full time, travelling, pursuing a hobby.
FINANCIAL CALCULATORS
Secure your future through systematic investment, Select your goal and calculate how much you need to invest!
TESTIMONIALS
What you need to make your investment GROW is - Right time to get in, get out and switch over. And that is where Mint Capital has come handy for me. Being in the service I don't have enough time to monitor the Money Market movement. One miss and the opportunity is gone, which may or may not knock twice. I thank Preeti Madam for giving me that peace of mind. I can sit back, relax and let my investment grow through her. Thank you Ma'am and my Best wishes to you.
WILLFREAD SINGH
Asstt. Gen. Manager - Punjab National Bank
Being a working woman with dual roles to handle does not give me time to study the market and manage my investments properly.Preeti ma'am has got just the right mix of knowledge, wisdom, sincerety and most importantly honesty which mark the suggestions she gives for a healthy growth of the portfolio.I am very thankful to Preeti ma'am since I see that my money rests in secure hands.Thank you and wish you a great future
Dr Rashmi Singh
MBBS, Diploma in Sonology
Thank You Mrs. Preeti for your prompt assistance, clear communication, and attention to detail made the entire process smooth and hassle-free. Your expertise in the field was evident as you guided me through each step, answering my questions with patience and ensuring I felt confident in my decisions. Your dedication to customer satisfaction is truly commendable and sets a high standard for service in the industry. I am grateful for your efforts and the positive experience you've provided. Thank you, for going above and beyond. Your professionalism and excellent service have left a lasting impression, and I look forward to continuing my financial journey with Mint Capital. Best regards,
P Arun Kumar Rao
Deputy Zonal Manager, Punjab national bank Raipur
"Dear Priti, Thank you for your exceptional service and the personalized attention you've given to managing my portfolio. Your expertise and thoughtful approach have been key in keeping my investments well-balanced and aligned with my financial goals. I truly appreciate your proactive guidance and feel confident knowing my financial future is in your capable hands. I look forward to continuing our partnership in securing long-term success."
Tarachand Bhawnani
Designation - Director , PwC AC Advisory
A Trusted Guide to Financial Security For the past six years, Preeti Balani has been an invaluable asset in my financial journey. Her expertise in mutual fund investments has not only helped me achieve my financial goals but has also provided me with much-needed peace of mind. Preeti's approach is both professional and personalized. She takes the time to understand my financial objectives and risk tolerance, tailoring investment strategies to suit my specific needs. Her guidance has been instrumental in helping me navigate the complexities of the financial market, ensuring that my investments are well-diversified and aligned with my long-term goals. One of the things I appreciate most about Preeti is her transparency and honesty. She is always upfront about potential risks and rewards, and she provides regular updates on the performance of my portfolio. Her commitment to keeping me informed has fostered a strong sense of trust and confidence in her abilities. With Preeti's guidance, I no longer have to worry about the ups and downs of the market. I am confident that my investments are in good hands, and I am excited to see the long-term benefits of her expertise. I wholeheartedly recommend Preeti Balani to anyone seeking a reliable and knowledgeable financial advisor. Her dedication to her clients is truly commendable, and I am grateful for her invaluable support.
Subhash Chandra Meher
Senior Manager Punjab National Bank, ,Sambalpur (Odisha)
Well if anyone would be looking for best service and guidance for their investment portfolio, I would suggest only your name -Preeti Madam. Ever since you are handling my portfolio,I am tension free.I am very thankful to Preeti Madam for being such a great support that I can have my mental peace and need not to worry about my investment. Thank you so much.
