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
Ms. Madhuri Dhayalkar
Customer Service Expert
Client Interviews
Mr. Keshav Kamat : A 15-Year Journey of Trust, Discipline and Financial Confidence
Ms. Shidha: Keshav, around 15 years ago, you met your old schoolmate, Mr. Shashikant Patole, Founder of AddOn Financial Services, at a school reunion after many years. You initially didn’t even recogn...
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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 MoreRahul: Thank you, Aneesh. I’m an IT professional based...
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
Read MoreQ) How does it feel to plan and achieve a milestone like this ?
Answer: It feels great! the sense of...
Chandrashekhar Kadam
HOW I RETIRED 5 YEARS EARLY INSPITE OF STARTING 13 YEARS LATE?
Read MoreMr. Chandrashekhar Kadam recently ended his 20 year long journey in the gulf and has returned to his motherland to enjoy the golden years ...
Our Achievement
800
Families
1500
Goals Completion
25
Years of Experience
30
Awards