PAT Financials

Call Directions Website Contact the business

PAT Financials Your path to financial freedom starts here. Wealth architect and guide. Let’s elevate your finances! PAT Financials was set up in the year 2009.

The trauma of the just-gone recession was still fresh in the mind of most investors then. It was a difficult moment indeed to start with a consultancy business which focuses in personal finance. I took up the challenge and set up the company. My goal was long term, to change personal finance scenario for the better and to touch maximum lives. I did not do anything extraordinary, i just followed my passion. My goal is still the same and so is my passion. On the way, i earned lot of trust and faith from 200+ clients. That humbled me more and always reminds me to follow my goal with passion. A decade back from 2009, I started my career as a software professional. Later I got promoted and sent to various countries in south-east Asia on assignments and to lead a team of developers. Very next year, I moved to Canada to work closely with Microsoft associates. After coming back in India all these experiences helped me in setting up and running a financial consultancy firm like PAT Financials. I used my exposure in understanding of software and tools, keeping abreast with latest technology and building up a team of dedicated professionals here. Above all, I realized from my experiences, while working with leading MNCs across the globe, that there is no alternative to excellent customer service standard. We at PAT Financials are always committed to our clients with best of the industry customer service experience. From childhood, I always had an inclination towards playing with numbers. That habit and my exposure to software engineering, I believe, has helped me a lot in understanding the technicalities and depth of equity market. I am also an avid learner and a follower of Behavioral Finance. With a strong base of more than 200 satisfied clients, we are confident of changing personal finance equation for the better for each of the families that we get in touch with. For us at PAT Financials – Ethical Advisory & Excellent Customer Service are articles of faith and way of life.

29/09/2026

Smart Tax Saving With SWP Strategy

Form link in bio.

Disclaimer – Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully. Past performance may or may not be sustained in the future

(systematic withdrawal plan | swp mutual funds | capital gains tax saving | mutual fund taxation | tax exemption strategy | ltcg tax india | financial planning tips | portfolio segregation | tax free income ideas | wealth management advice)

29/09/2026

Master Your Debt First

Form link in bio.

Disclaimer – Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully. Past performance may or may not be sustained in the future

(financial advice | debt management | futures and options | loan repayment | financial planning | personal finance | credit card loan | interest rates | wealth management | PAT Financials)

28/09/2026

Idle Cash?

Form link in bio.

Disclaimer – Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully. Past performance may or may not be sustained in the future

(emergency fund planning | idle money in savings account | mutual funds investment | debt funds vs savings account | hybrid funds | flexi cap mutual funds | 5 bucket strategy | wealth creation | beat inflation | asset allocation | smart investing | portfolio diversification | fd vs mutual funds | financial advisory | liquid funds investment)

26/09/2026

Age Smarter

Form link in bio.

Disclaimer – Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully. Past performance may or may not be sustained in the future

(life stage financial planning | age wise investing | emergency fund planning | balance lifestyle and savings | step up sip | portfolio review | asset allocation strategy | wealth management | retirement planning | smart money habits | personal finance tips | financial stability | wealth creation | investing in your 20s | long term investing)

25/09/2026

Master Money

Form link in bio.

Disclaimer – Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully. Past performance may or may not be sustained in the future

(budgeting tips | expense tracking | financial planning | delayed gratification | personal finance | second income source | side hustle | power of compounding | money management | good debt vs bad debt | wealth creation | smart investing | beat inflation | investment strategy | financial freedom)

23/09/2026

Financial planning is your Google Maps.

Form link in bio.

Disclaimer – Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully. Past performance may or may not be sustained in the future

(financial planning | personal finance | budget management | cash flow | investment strategy | contingency fund | emergency fund | wealth management | mutual funds | taxation | life insurance | retirement planning | financial goals | financial clarity)

19/09/2026

Align Your Investments With Clear Goals

Form link in bio.

Disclaimer – Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully. Past performance may or may not be sustained in the future

(financial planning | sip investment | goal based investing | wealth management | mutual funds | long term investment | retirement planning | portfolio management | equity funds | financial freedom | investment strategy | wealth creation | market volatility | financial advisor | smart investing)

Address

407, 4th Floor, Mint Commercial Complex, IndiaBulls, Next To Hydepark, Thane West
Thane
400610

Opening Hours

Monday 8am - 8pm
Tuesday 8am - 8pm
Wednesday 8am - 8pm
Thursday 8am - 8pm
Friday 8am - 8pm
Saturday 8am - 8pm
Sunday 8am - 8pm

Telephone

919920402965

Alerts

Be the first to know and let us send you an email when PAT Financials posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to PAT Financials:

Shortcuts

Share