Our Team
Mr. Shashikant Patole
Founder
Mrs. Shraddha Patole
Co - Founder
Mr. Aneesh Patole
Certified Financial Planner (CFPCM)
Mrs. Shidha Nambiar
Client Experience Manager
Snehal Sonje
Client Support Specialist
Mr. Saurabh Birari
Senior Relationship Manager
Ms. Madhuri Dhayalkar
Customer Service Expert
Client Interviews
Interview with Rahul, an IT Professional, on Financial Awareness and Goal-Based Investing
Aneesh: Rahul, thank you for taking the time to share your journey with us. To begin with, could you tell us a bit about yourself and your family?Rahul: Thank you, Aneesh. I’m an IT professional based...
Read More
Mr. Yayati Gaikwad Senior Executive, Multi National Company
Understanding from the newlywed Yayati Gaikwad how he accomplished his Marriage goal at the age of 29
Q) How does it feel to plan and achieve a milestone like this ?Answer: It feels great! the sense ...
Read More
Chandrashekhar Kadam
HOW I RETIRED 5 YEARS EARLY INSPITE OF STARTING 13 YEARS LATE?
Mr. Chandrashekhar Kadam recently ended his 20 year long journey in the gulf and has returned to his motherland to enjoy the golden year...
Read More
Mr. Suresh Nair,Regional Director in a leading IT Security Company
Q). From when are you associated with Mr. Patole and how has the journey been?Answer: I know Mr. Patole personally from last 20 years, we share more of a family relation than a professional one. I hav...
Read MoreOur Achievement
0
Families
0
Goals Completion
0
Years of Experience
0
Awards