Paterson

Paterson is a full-service wealth management company that combines the wisdom of seasoned investment professionals with a disciplined, research-first approach to building long-term wealth. Founded in 1935, Paterson serves high-net-worth individuals, families, and institutions across India, offering integrated solutions in stock broking, portfolio management, investment advisory, and personalised financial planning. While our clients focus on their lives, careers, and businesses, we work behind the scenes to help protect and grow their wealth with conviction, clarity, and care. We deliver: Custom-built portfolios backed by rigorous research and decades of experience. Curated stock and index strategies across short, mid, and long-term horizons. Continuous monitoring and timely rebalancing based on market conditions and client objectives. Deep, trusted relationships led by client-first advisory teams. At Paterson, we combine legacy with agility, blending over nine decades of trust with a new generation of digital-first tools, insights, and execution strategies. We’re not just building portfolios. We’re helping build financial legacies.