Mr. Avinash Patankar, holding a B.Sc. degree from the University of Mumbai and having completed his SSC from V.P.S High School, Lonavala, is a seasoned Mutual Fund Distributor and a respected name in the investment fraternity. He is the Founder of Patankar Wealth Private Limited, based in Pune, where he has been guiding investors for over 42 years.
With a strong belief in long-term wealth creation through mutual fund investments, Mr. Patankar has helped individuals and families achieve their financial goals through a simple and disciplined approach. His investor-first philosophy has enabled him to build lasting relationships, including serving up to the fourth generation of investor families.
He began his journey in the financial services domain in 1984 and has since been actively contributing to investor awareness and financial literacy. He regularly organizes Investor Awareness Programs in association with Asset Management Companies (AMCs), even for small groups.
Operating from his office at Mayur Colony, Pune, he manages a loyal and diverse client base, offering personalized guidance and long-term investment solutions. His dedication, experience, and ethical approach make him a trusted advisor among clients and peers alike.
Biography
Viraj Padhye
Co-Founder & Compliance Officer
Prosperentia Investment Advisors LLP - SEBI Registered
Investment Advisor INA000018957
Services Offered - Comprehensive Financial Planning & Wealth Advisory
Serving around 290 clients and 350 crores assets under advice
Team size 14 including 4 partners
Past
Founder of Safehands Financial Advisors - SEBI Registered Investment Advison INA00005135
Head - Information Security & Systems - Cybage Software Pvt. Ltd.
Certifications:
CFP, XA, XB Investment Advisor
Working as volunteer in Advocacy team with Association of Registered Investment Advisors (ARIA)