About MoneyMoralist

Hello, warm welcome to MoneyMoralist, Prerana here from Kolhapur the founder of the MoneyMoralist. Born and brought up in Chiplun. I am glad to be a Partner to help you in your Financial Journey by providing various financial services and investment guidance. I have been in the financial advisory industry since 2017.

Not everyone can plan their future and drives their life as they want to.We plan something but life has something else for us. I accidentally got into this field of financial consultancy. It was not planned one. However, I am happy where I have reached. There are certain undriven forces which channeled my energy and brought me here. 

I started my journey as a CA student and completed my CA Articleship for three and half years from Pune. I completed my graduation from Pune University. During the course of articleship and preparing for CA exams I came across various interesting subjects like Accounting, Taxation, Costing, Financial Management  and going through these subjects, I came to know the strength in these areas and wondered why such an important subject like Finance never have been taught in the  schools? Even though it’s a dominant part of everyone’s life it has always been neglected by individuals. Hence, I determined to educate the people for proper planning of their earnings.

After completing my CA articleship, when I was working as a Banker for sometime, I came to know about the various careers in the area of Finance which almost covers many pockets of investments, right from small savings to the security markets. Keeping all these in mind and to propagate my knowledge and experience up to the people, I choose to become Mutual Fund Distributor and registered myself with AMFI, along with obtaining many other certifications related to securities market and started my journey in the field of Finance industry.

In the initial stage of my journey, I understood how Financial Planning is being neglected by the society. During my journey I will focus on assisting my clients to get the best out of  their money. I believe that simplicity and consistency deliver powerful results. My mission is to make every person financially literate and independent and make a small contribution to the society in building a strong nation.

MoneyMoralist will be providing financial services such as Mutual Fund, NPS, Gold Investment, Accounting, Taxation, Health Insurance and General Insurance. I am very happy and thankful to you for sparing your valuable time to visit and read this page.

Stay tuned with MoneyMoralist for my future blogs.

“I am sure your journey with MoneyMoralist will take you to new heights of your financial goals and prosperity!!