Preeti Joshi Chugh
Investment Consultant with 22+ years in Financial Services — specializing in Credit Analysis, Investment Advisory, Learning Services, and Business Development. Deep expertise across Government Securities, SDLs, State-Guaranteed Bonds, Corporate NCDs, Mutual Funds, ETFs, InvITs, REITs, AIFs, and SGBs.
Professional Summary
Runs an independent advisory practice delivering customized investment solutions to large corporates and retirement trusts. A recognized contributor to financial literacy, conducting training for provident funds and institutional clients. Beyond work, actively pursues spiritual growth and community upliftment by inspiring individuals toward excellence.
Professional Accomplishments
- Launched the Institutional Investment Advisory vertical in 2019 as Managing Partner; led a seasoned team of Corporate RMs (avg. 15 years’ experience).
- Built strategic relationships with large corporates & retirement trusts including PGCIL, RITES, REC Ltd, NFL, NTPC, NHPC, Petronet LNG, NAFED, NSIC, KFC, NMDC, BEML, Army Group Insurance.
- Multiple Employee of the Year recognitions and consistent client accolades for service excellence.
- Played a pivotal role in raising capital for NBFCs and corporates via debt capital markets, leveraging a robust financial ecosystem.
Core Expertise
Professional Experience
| Employer | Role | Period | Key Responsibilities & Highlights |
|---|---|---|---|
| PRP Professional Edge Associates Pvt Ltd, Gurgaon | Managing Partner — Vice President | 9 years (May 2016 – Mar 2025) | Investment Advisory; Credit Analysis of Bonds; Corporate Finance; Investment Banking. |
| BOI AXA Investment Managers (AMC), New Delhi | Institutional Sales — Pvt & PSU Clients | 4 years (Apr 2010 – Mar 2014) | Headed PSU business in Delhi/NCR; acquisition & development of corporate business; managed relationships with large & mid-size corporates and key distributors. |
| JM Financial Services Pvt Ltd, New Delhi | Corporate Wealth Associate | 3 years (Jun 2007 – Mar 2010) | Acquisition & relationship management for large & mid-size corporates; solutions across Mutual Funds, Equity Trading, Fixed Income (CP, CD, NCD), PMS, structured products, FOREX, arbitrage, LAS. |
| American Express Bank Ltd., New Delhi | Private Banking RM | 2 years (Jul 2005 – May 2007) | Acquisition and servicing of wealth clients across investments, insurance, banking, forex & trade finance. |
| SPA Capital Services Pvt Ltd., New Delhi | Assistant Manager — Wealth | 2 years (Jun 2003 – Feb 2005) | Investment advisory in Mutual Funds to corporates & HNIs. |
Education
- Master of Business Economics (MBE) — 2001–2003, Apeejay Institute of Management & IT (Affiliated to Guru Nanak Dev University, Amritsar).
- Bachelor of Business Economics (BBE) — 1998–2001, Sri Guru Gobind Singh College of Commerce, University of Delhi.
- Senior Secondary — CBSE (New Delhi), Commerce with Maths (84%).
Certifications
- SEBI-Registered Investment Advisor
- NISM XA & XB (Level 1 & 2) — Active
Approach & Values
Client-centric advisory built on rigorous credit analysis, transparent communication, and long-term partnerships. Committed to responsible investing, risk management, and continuous learning to deliver measurable outcomes for institutions and retirement trusts.