Testimonials
What They Say About Us
Trusted by Families, Celebrated by Clients.
Hear how strategic planning turned dreams into reality—from education funds to thriving businesses and peaceful retirements.
The team at RFS did a detailed analysis of my investments and assets and suggested a clear, practical plan for my retirement. Their thorough efforts and sound advice have given me great peace of mind about my financial future.

Devaiah KB
Wind Chimes Medical Centre
We are seeking Financial planning and investment services from Ms Preeti Lodaya of Redwood Finance for quite some time now. The services provided by Ms Preeti Lodaya is different from others. They provide an exhaustive Financial plan for the family, for life, after collecting a lot of data from us. The entire process is automated and once it starts, it is hassle free for the investors.

Dr. MC Sharma
Colonel's Dental Spa
We have been under the wealth investment and wealth protection of Ms. Preeti Lodaya from Redwood Financial Strategists for quite some time now. The recent turbulence in the Sensex has been carefully strategized by Ms. Preeti Lodaya so that our wealth is protected. Her advice on staying invested and believing in the India Growth story is showing good results. Exponential growth with compounding effect is just round the corner for bigger gains.

Dr. MC Sharma
Colonel's Dental Spa
Recently I took financial planning service from Preeti Redwood financial strategist. Preethi helped us in planning kids education, retirement plan and other important financial goals. Her plan gave me so much confidence, now I can see a clear path in achieving the financial goals. I wish I met Preethi at least 10 years before so that I could have started plan early.

Anil Babu T
iCAKE
Since last three and a half years, we have been on Mrs. Preeti Lodaya’s advice and have invested with her. Even through the recent two lockdowns and economic slowdown, her apt advice has helped us grow our fund much beyond our anticipation. They are true to their statement 'Let the Money Work For You'.

Vyvaswatha Banavathy K
Banavathy Power Systems Pvt. Ltd.
I have been fascinated by Preeti Lodaya’s success story of her client’s investments in equity, mutual funds and its exponential growth. This curiosity had prompted me to have a one-to-one meeting with her. I was amazed by her knowledge and expertise in financial investments. Took a call to get into a Systematic Investment Plan based on her advice. I am pleasantly surprised to see my investment value is growing in parallel with the market value.

Rajakumar S
Curtain Spa