CFP Pradnya Tamhane – Founder, PAT Financials | Wealth Strategist | Financial Planner | Investment Advisor
💡 Helping individuals & businesses build wealth, secure their future, and achieve financial freedom!
With 15+ years of experience in financial planning and wealth management, I specialize in goal-based investment strategies, portfolio optimization, and risk management for individuals, NRIs, and businesses. At PAT Financials, we manage ₹300+ crore in assets for 1500+ clients including 300+ NRIs, ensuring they make informed, confident, and strategic financial decisions.
🔹 What I Do:
✅ Personalized financial roadmaps for wealth creation
✅ Investment planning across Mutual Funds, Insurance, PMS, AIFs, Bonds, NPS, Corporate FDs & Small case
✅ Tax-efficient strategies to maximize savings and returns
✅ Retirement & estate planning for long-term security
✅ NRI wealth management for global investors
✅ Conduct Investor Awareness Programs (IAPs) & Financial Literacy Sessions
🔹 Why Work With Me?
📊 Data-driven investment strategies—no guesswork, just results!
💡 Simplified financial solutions—no jargon, just clarity.
🔒 100% transparency—Your financial growth is our top priority.
🌎 Digital-first approach—Track and optimize investments seamlessly.
📢 Let’s take control of your financial future!
📩 DM me or call 📞 +91 99204 02965 to start your wealth-building journey today. 🚀
Company Details
- Employees
- 9
- Founded
- -
- Address
- 407, Mint Indiabulls, Near Hiranadani Meadows, Next To Hyde Park, Manpada, Thane West, Thane,maharashtra 400610,india
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://pradnyatamhane.com
- Keywords
- Thane.
- HQ
- Thane , Maharashtra
Pat Financials Questions
Pat Financials's website is https://pradnyatamhane.com
Pat Financials's LinkedIn profile is https://in.linkedin.com/company/patfinancials
Pat Financials has
9 employees.
View email and phone details for 9
employees at Pat Financials.
Pat Financials's industry is
Financial Services
Pat Financials's categories are Financial Services
Pat Financials's founding year is 2009
