WELCOME TO PATIL INVESTMENTS
A reputed name for comprehensive financial and product distribution services.
We as PATIL INVESTMENTS incorporated in the year 2007 and at present having 650+ satisfied clients. We will help clients to achieve their Financial goals with effective and smart investment planning. We are certified Wealth Manager, Mutual Fund and Insurance consultants recognized by the NSE National Stock Exchange, AMFI (Association of Mutual Fund of India). We offer comprehensive financial advisory services, having highly qualified and experienced team of financial advisors. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals. Our core purpose is to provide fast track financial solutions & thereby make people enjoy a secured retirement life.
Why Choose Us?
Why should PATIL INVESTMENTS be your financial advisors /product distributors? This is a very relevant question to ask us. And given below is our answer...
Client Centric Approach:
All our offerings are designed keeping you in mind. Your long-term interests serve as the 'primary' influencing factor in our recommendation process.
Rich Product Basket:
We offer a single point access to multiple financial products with a holistic need-driven approach & not product centric approach.
Focus on Customer gratification:
We come equipped with the right attitude, people, processes and technology to ensure higher levels of satisfaction and service quality. In transactions, we work systematically to find & ensure quick resolution of any queries or complaints.
Value Added Services:
Our Services ensure comfort, convenience, confidence and control to you in managing your wealth. You would enjoy being always updated of your investments, anytime, anywhere.
Right Experience & Skills:
We have over 15 years of experience in financial products distribution space. Our experience, qualifications & skills enable us to understand you and your needs, and then offer you the right strategies & solutions to achieve your goals.
Driven by Passion:
Serving clients is our passion and the reason why we are in the business. Nothing excites us more than helping our clients achieve their financial goals and dreams in life.
What We Offer
Get customised guidance across various financial products and services like mutual funds, insurance, loans, need based investing, estate planning, and taxes.
Assisting clients in fulfilling their needs.
Our Team
Mr. DINESH PATIL
FOUNDER & CEO
Dinesh Patil is the Founder of PATIL INVESTMENTS. He has over 15 years of rich experience in the financial services industry. He is a Bachelor Of Commerce in education and is known for his deep understanding of distribution practices and their challenges. With a passion for achieving his client's financial well-being, he started PATIL INVESTMENTS in 2007. Throughout his professional career, he has participated in various wealth management workshops and seminars to update his knowledge and upgrade the skills required.
ACHIEVEMENTS
- Outstanding Performance Award given for SIP sales.
- Outstanding Performance Award given by Sundaram Mutual Fund.
- Certificate Participation Award Debt-A 360 degree perspective by Reliance Mutual Fund.
- Certificate Appreciation Award Health Insurance Planning Workshop by Max Bupa Health Insurance.
- Certificate Participation Award Quizsurance by Birla Sun Life Insurance Co.Ltd
- Qualified by NJ for years 2013,2015,2016,2018,2023,2024 & 2025. One of the Top Partners and participated in Partner Business Training ( NJ PBT).
- Outstanding Performance Award given by NJ FY 17-18 & FY 21-22
PRATIK HATHALIYA
BACK OFFICE EXECUTIVE
