Patade’s Investment & Insurance is a financial advisory portal that offers you the best financial deals. We are providing financial advisory service from last two decades in Pune and established ourselves as one of the No. 1 financial service provider. Patade’s Investment & Insurance has been formed by the culmination of a long standing relationship with the leading financial management and advisory companies offering there mutual funds and insurance products . We help you understand your financial objectives and make appropriate plans to realize them. We offer financial planning, asset allocation, and investment monitoring at your doorstep absolutely free of cost.
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WHAT WE OFFER
Investment portfolio
Whenever you think of making investment, three things should come on top of your mind – Risk Profiling, Products and Asset Allocation.
Insurance Portfolio
Getting yourself protected from unknown risk should always be the first priority. How to get yourself, your family and your assets protected - we tell you that. Insurance is important when it comes to managing risk
Tax Fundamentals
Tax planning is an important part of a financial plan, as reducing tax liability and maximizing eligibility to contribute to retirement plans are both crucial for success.
Mutual Fund
A mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities. These investors may be retail or institutional in nature.
Wealth Management
Through proper asset allocation and risk analysis we help you to create ideal portfolio to grow your money at desired rate. Products are chosen from all asset classes - equity, debt, property, gold etc.
Retirement Planning
Regardless of your age, it is never too early or too late to begin looking after your money. Visions of retirement vary from person to person and include such things as relaxing full time, travelling, pursuing a hobby.
CUSTOMER SAYS
BEST REVIEWS
Sudarshan Joshi
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Swar Brahma
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book
Swati Durugade
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book
