Hello, I'm Vinayak B. Patil, a SEBI Registered Investment Adviser (RIA) dedicated to helping individuals and families make informed financial decisions.
I am an MBA graduate in Finance and NISM Certified Investment Adviser and Research Analyst. My goal is to simplify financial planning and help clients build long-term wealth through disciplined investing and informed decision-making.
I believe that every financial plan should be tailored to the client's goals, risk tolerance, and personal circumstances. Whether you are planning for retirement, children's education, wealth creation, or financial security, I aim to provide clear and practical guidance every step of the way.
My Commitment to You
As a SEBI Registered Investment Adviser, I am committed to providing advice that is honest, transparent, and always in your best interest. Every recommendation is based on your financial goals, risk profile, and individual needs.
My focus is not on selling products but on helping you make better financial decisions and stay on track towards your long-term goals.
How I Work
I follow a fee-only advisory model and charge a fixed fee directly from clients for my services.
I do not receive commissions, brokerage, referral fees, or incentives from mutual funds, insurance companies, or any financial product providers. This allows me to provide independent and unbiased advice that is focused entirely on what is right for you.
My approach is simple: Understand your goals, create a personalized financial plan, and support you with regular reviews to help you stay disciplined and confident throughout your financial journey.
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Vision
Invest with knowledge & safety.
Mission
Every investor should be able to invest in right investment products based on their needs, manage and monitor them to meet their goals, access reports and enjoy financial wellness.
Credentials
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