Our Profile
Incorporated on 15 th September,2023, Patankar Wealth Private Limited (PWPL) is engaged in the distribution of financial products of Mutual Funds, PMS, AIFs. Company also caters to the insurance products in Life, Health and General Insurance (Motor, Travel, liability insurance).
PWPLs purpose is to help investors to preserve and enhance their wealth with the twin purpose of meeting the financial commitments and aspirations. We believe in making investment process harmonious, need based and safe rather than product driven and arbitrary.
As on date, PWPL has an investor base of over 1000 investors spread across the globe and currently it manages an AUM of over ₹250+ crs.
Managing Director, Patankar Wealth Private Limited
Certified Financial Planner (CFP) by profession and a biker by passion!! Mcom and MBA graduate in finance and marketing stream with over 16 years of experience in financial management has had a two-year stint with CRISIL Ltd as an equity research analyst. Anticipating a great need for a financial planner in today’s world he entered this field with a complete tech savvy approach which is the need of the hour. Now the rich experience coupled with technology advancement is further going to help investors in a systematic manner. Inspiring equity cult with a real long term wealth creation is the principal motto of Patankar Wealth Private Limited…!!! Stay invested…#Think long term!
His interests include working out in the gym, playing cricket, badminton, table tennis and swimming.
Founder and Director, Patankar Wealth Private Limited
Having a rich experience of over 42 years in the field of financial markets. Despite being a Science graduate his love and passion for the stock market brought him into this field. He has been associated with Unit Trust of India (UTI) since Master Share days. He has witnessed major highs and lows of the capital market during the period. Firm believer of long-term investments, he has helped many happy investors create wealth over the years with his advice (In many cases serving four generations of the same family.) He is a core team member and Director of Pune Investment & Financial Ambassadors Association (PIFAA). His CLIENT FIRST approach has helped him in acquiring great many loyal clients from different walks of life. During his career, he has been bestowed upon with many awards from several mutual fund houses.
His interests include playing table tennis, running and traveling.
Head of Operations, Patankar Wealth Private Limited
Holds a Master’s degree in Commerce and brings over 20 years of experience across finance and HR. As part of the team, having strong understanding of mutual fund operations and financial processes she is responsible for the firm’s day-to-day operations and client servicing to ensure a smooth and transparent investment experience for investors.
She is passionate about encouraging women to take an active role in managing their finances. Her other interests include reading and music.
