WE DISTRIBUTE ALL FINANCIAL PRODUCTS
IN LINE WITH YOUR RISK PROFILE
We Are PAT FINANCIALS
Since 2009, PAT FINANCIALS Financial Planning & Investment Advisory Services is on its mission to transform financial life of individuals and families. This journey is from financial worries to financial freedom, from chaos to order, from average financial life to excellent financial life, from frown to smile, from dream to goal & from goal to reality. This journey is full of discovery, discipline and doings. Our beginning was modest, and now more than 1400 families, in India and abroad, are with us, stepping in unison, with confidence, towards a brighter and happier tomorrow.
Our Philosophy
Every person is different and every life has different aspirations, needs and demands. The financial plan therefore is completely customised to suit your life situations, financial goals and challenges.
We put you in the centre and work sincerely towards providing you with an actionable roadmap that acts as a guide throughout your life.
We treat your money i.e. investments as means to achieve your financial goals thereby ensuring adequate safety, liquidity and growth for your invested money.
We are highly approachable i.e. just a phone call/ email away, whenever you need us to take the most informed decisions regarding your financial future.
When you face any transition in your life which is affecting your financial decisions, we are there to relook and update your financial plan to get you back on track on the journey towards financial freedom.
Our clients are like our family and therefore are treated with love, care and respect but follow a systematic, scientific and professional approach.
We believe in maintaining transparency with all our clients at the same time maintain client confidentiality.
WHAT OUR CLIENTS SAY
OUR AREAS OF EXPERTISE
FINANCIAL PLANNING
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WEALTH MANAGEMENT
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LIFE INSURNACE
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MUTUAL FUND
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GENERAL INSURANCE
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HEALTH INSURANCE
Take a lookFINANCIAL CALCULATORS
Secure your future through systematic investment
Select your goal and calculate how much you need to invest!
TESTIMONIALS
I am absolutely delighted with PAT FINANCIAL services. It is really refreshing to work with a financial adviser who is truly interested in their client’s needs, circumstances and preferences. What really impressed me was the way PAT FINANCIAL took the time to get a feeling for where I was at, your depth of knowledge, lateral thinking and your common sense approach. Your professional, ethical and caring demeanor elicits my trust and respect and I gladly recommend your services whenever possible.
Aashutosh Murhekar
Deputy General Manager - Mileage Logistics Pvt. Ltd.
Service of PAT Financials is truly inline with their Tagline (Portfolio Analysis with Trust).
Myself & my wife met Pradnya in an exhibition and just to give it a try we started with a very small investment with PAT Financials. However the kind of Ethical Advisory & Excellent Customer Service provided by PAT Financials, built a Trust where within a short time we directed all our investments to PAT Financials, building a healthy portfolio. We consider ourself lucky that we met Pradnya in that Exhibition. Now financial planning is no more a point of worry for us. The Goal Based financial planning done by PAT Financials is taking care of all our future goals. I highly recommend their services to all my friends. My best wishes for PAT Financials team.
Sachin Sawant - Asst. Consultant
- Tata Consultancy Services (Johannesburg, South Africa)
My wife and I met Pradnya Tamhane in 2013, when it comes to financial planning we were novices. With her recommendations we could create a healthy financial profile and extremely pleased with the decision we made to be with Pat Financials. We find Pradnya’ s team pleasant at all times & easy to work. They are always contactable, courteous and helpful with their valuable advice on investments.
Sudesh Bhelekar
Vice President - Kohinoor Planet Constructions Pvt. Ltd.
Pradnya has been meticulously investing my money and monitoring the investments. I am extremely happy as I get the personalized service that I was expecting. It is a great feeling to know that your money is in safe hands. I strongly recommend her services. I wish her all the best for the new endeavor.
Bharat Ishi
- Vice President - Kohinoor Constructions
Well! When I think of Investing I think of PAT financials, purely due to service levels and customized portfolio offerings as required to fulfill my investment requirements. I can trust the PAT due to proactive measures for any good investment offerings that PAT provides us. Thanks to Pradnya for all the good work she has done in multiplying my wealth. God bless her!
P – Proactive. A – Accurate. T= Timely Services that’s was PAT stands for.
Amol Jaywant
SVP - Axis Bank
I trust PAT Financial Planning. I appreciate the personalized portfolio management services provided by Pradnya. I feel more secure since the investments are made based on my requirements for Retirement, Child’s education balancing with liquid investments to meet contingencies. I am associated with Pradnya since 2012 and it has been a wonderful journey in achieving the desired returns on investments along with capital appreciation.
Tushar Raje
Assistant General Manager – Transformation & Innovation - Tata Consultancy Services
I have known Mrs Pradnya Tamhane for last 2 years. She has been handling my personal investments and also given advice on the investments for DNK Foods Pvt Ltd. The services offered are prompt and according to the financial goals of each individual and situation, taking into consideration the risk appetite and other factors. I recommend her services if one is looking for professional and systematic achievement of long and short term Financial objectives.
Ameya Kulkarni
Financial Controller - DNK Foods Pvt. Ltd.
I would like to congratulate you for your work and express my heartiest regards towards your selfless investment advice and guidance. It is really grateful to having you as my Financial Manager. Thanks for all your kind support and hoping our Financial relation will go far ahead.
Harikishan Shah
Civil Engineer - Hiranandani Group of Companies
I have visited your website www.patfinancials.com and have found your site very informative and useful. The facilities that you are providing on your site will make life easier and save time for your investors. Your goal based advisory along with technology support and services will differentiate you Vs others in the similar field.. Your Blogs are interesting too and easy to understand.
I am confident that you will scale new heights in your business..
I wish you all the best.