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Ninad K Patil Proprietor of Think Wealth

https://in.linkedin.com/in/ninadkpatil
  • Reg. Number INA000016986
  • ValidityJun 13, 2022 - Perpetual
  • TypeSebi Registered Investment Advisor
  • About

    Experienced Wealth manager with 15 years of Progressive Experience in Financial Services spanning; Financial Planning, Investment Advisory, and Risk Management.

    Certified Financial Planner [CFP®] from the Financial Planning Standards Board. Graduate in Commerce and Post Graduate Diploma in Finance Management from Symbiosis.

    Specialties;
    A. Comprehensive financial planning includes goal-based planning, retirement solutions, risk management, investment advisory across multiple asset classes, succession/estate planning, and tax advisory.

    B. Investment planning for Non-Resident Indians ( NRIs) and Returning Indians.

    C. Treasury Management for SMEs and startups.

    Contact Person
    Ninad Patil
    Email
    ninadkpatil@gmail.com
    Registered Address
    Flat no 302 Jasmin Park Springs,S No 296 Hissa 2, Porwal Road, Lohegaon NR D Y Patil Knwlge City, PUNE, MAHARASHTRA, 411047
    Communication Address
    Flat no 302 Jasmin Park Springs,S No 296 Hissa 2, Porwal Road, Lohegaon NR D Y Patil Knwlge City, PUNE, MAHARASHTRA, 411047

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