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Mutual Funds

Investing with Purpose. Building with Vision.

Structured investment solutions aligned with your long-term financial goals, milestones, and aspirations.
Know more
Get Started
Mutual Funds

Investing with Purpose. Building with Vision.

Structured investment solutions aligned with your long-term financial goals, milestones, and aspirations.
Know more
Get Started

Our Services

Comprehensive financial solutions designed to help you protect, invest, and grow your wealth.

Mutual Funds

Grow your wealth with smart investments

Insurance

Protecting you & your loved ones against life’s uncertainties

PMS/AIF

Explore diverse and rewarding investment opportunities

SIF

Diversify your portfolio with smart & specialized investments
How It Works

Start Investing in 4 Simple Steps

No paperwork hassle. We handle everything digitally.

1

Chat With Us

WhatsApp or call. Tell us your goals — retirement, child's education, wealth building, or tax saving.

2

Analyse Your Risk Profile

Analyse your risk profile, tax bracket, and timeline for a goal.

3

Start Investing

Complete KYC online, sign up on our portal, and begin your SIPs — all from your phone.

4

Review & Grow

Track your portfolio anytime. We do periodic reviews and rebalance when markets shift.

Why Choose Us

About Patankar Wealth

At Patankar Wealth, we focus on making investments simple, transparent, and convenient. Our goal is to provide reliable support and easy access to a wide range of financial solutions.

Experienced Team

A knowledgeable team committed to assisting you at every step.

Client-Focused Approach

Your financial needs and convenience remain our top priority.

Wide Range of Solutions

Access to multiple financial products through a single platform.

Digital Convenience

Easy online access to transactions, reports, and portfolio updates.

Reliable Support

Prompt assistance whenever you need help or information.

20+

Years Experience

₹250 cr+

AUM

1000+

Clients

30+

AMCs Partners

What Our Customers Are Saying

Dr Sudhir Lokare Consultant Surgeon (Ex HOD Inlaks and Budhrani Hospital)

I have been associated with Avinash Patankar for the past 15 years. He is my distributor and with his support I have been investing in mutual funds depending on market conditions. He has been helping me on different products depending on my risk profile. This has helped to keep me afloat in spite of downfall in the market. People must start investing from an earlier age once they have started earning so they can build a portfolio over a period of time. You can have different cycles in the market and try to stay invested and at the same time keep on earning.

Vikrant Agashe Director Sales- Sensors & Components (Gefran India Pvt. Ltd.)

Passion, knowledge and a genuine interest in achieving the best for clients is what makes a truly professional Financial Distributor. Aaditya & Patankar Wealth team have this and more. Their dedication towards reaching clients, business excellence and rich domain knowledge along with adequate education sets them apart and I would highly recommend Patankar Wealth Private Limited to anyone wanting to achieve better financial outcomes.

Akshay Shree Natekar Proprietor Akshay Pyramid Mantra (Vastu consultant)

Well I dont remember the exact month but am associated with Patankar Wealth from 2005. That time I was doing my PG & was doing internship & I used to get stipend of Rs.1500/-. One day Kaka (Mr. Avinash Patankar Sir) asked me how much money you actually require from your stipend? If you are willing to invest & grow your money start your first step from Rs.500/- SIP. Till that day I did not have any clue about what is SIP & all, but slowly Aaditya kept on educating about what is SIP, how the market is all about & how can we focus on our goals rather than keeping an eye on market conditions daily. Since that day, till today market has witnessed so many ups & downs. I deliberately said “market” because as Aaditya told me just buy right & sit tight & invest when market is down & when no one is willing to invest; so by gods grace my investments CAGR is around 15% till now . Believe me these guys are best to grow with!!! The best part about Patankar Wealth is that they personally keep track of all your investments & if necessary they make changes if required. The best part about these guys is they dont poke up like other investment companies or like any insurance agents. They just explain you the concept of pure investment as per your goals or requirements, if you are willing to invest they are always there for you!!! Apart from Mutual Funds they also give you best services about the investments in shares and most importantly buying a pure term plan for life cover and health insurance. My personal experience with Patankar Wealth Private Limited is awesome & all the other people to whom I recommended are also very happy with Patankar Wealth. Thank you so much Aaditya & Kaka for financially educating, making me aware about the finance sector & the best part is THANKS SO MUCH FOR GROWING MY INVESTMENTS!!! Look forward for your support in future too.

Client Feedback Form

FAQs

Frequently Asked Questions

The questions every smart investor asks before getting started.

Goal-based investing helps you stay focused on specific financial milestones, making it easier to invest with discipline and purpose.

Simply connect with our team. We'll understand your financial objectives and help you begin your investment journey with a suitable approach.

Yes. Regular portfolio reviews help ensure your investments remain aligned with your financial goals and changing needs.

Yes. You can invest, monitor your portfolio, and access important investment information through our digital platform and mobile app.

Absolutely. We provide ongoing assistance with transactions, portfolio reviews, service requests, and investment-related support.

Ready to grow your money?

Start with a free, no-obligation conversation. Share your goals —
we’ll chart the path forward.
Contact us