ABOUT PATNI FINANCIAL SOLUTIONS
The advisors at Patni Financial Solutions Associates have leveraged 30+ years of combined experience with a hands-on approach to meet the comprehensive investment objectives of their clients.
Patni Financial Solutions is a leading provider of financial solutions. It is our fundamental belief that financial planning makes life better and we are dedicated to providing exceptional service to both our individual and corporate clients.
The combination of carefully tailored financial planning and a wide range of options is at the heart of what makes Patni different from other financial advisers. We’re completely independent, so the advice we give is impartial and unbiased.
Whether you’re looking for investment advice, insurance cover, or a pension plan, it’s essential for us to build a ‘big picture’ of your financial situations and objectives. It’s the only way we can be certain we’re providing the right service and the right products at the right time.
- Deliver honest, unbiased financial advice and investment management.
- Maintaining the highest standards of integrity and professionalism.
- To provide personalized service.
- Monitoring and managing of accounts.
- Regular reporting of progress.
- To enrich our customers lives.
- To excellence in member service offerings.
- To making a positive difference in the financial lives of our customers.
- We are a financial planning and investment advisory firm that develops financial plans and personalized investment portfolios to help clients reach their financial goals.
- Our recommendations are based on each client’s specific goals, needs and circumstances and are achieved through objective planning and management of investment assets.
