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About Us

Welcome To Mr. Shailesh Patwardhan and Mrs. Priti K Patwardhan

Mr. Shailesh Patwardhan and Mrs. Priti K Patwardhan has been associated with LIC, Bonds, Equity, Mutual Fund, Company FD, for more than eleven years now. Spatwardhan Innovations Pvt Ltd has been a professional financial advisory since then. Normal B.com and his interest in financial markets inspired him to take this up as a career and do a course in IFA as well. With his knowledge and expertise, he helps his clients to establish a sound financial base in the future by assessing their current financial status.

With 150+ happy families, he does the investments and investment advisory for Life Insurance, Mutual Funds and other asset classes. With a team of 5 well-qualified professionals at the client’s door service, they aim to make the client’s journey on this road to financial freedom smooth. Regular meetings, industry-level training, seminars are some of the methods that are routinely followed to keep the team members updated with latest and current industry trends. So that you can be at ease knowing that the investments are taken care of by experts. They strongly believe that financial planning is not just saving money but the whole process of spending, saving and investing to make present happy and future secured. The AUM of about 16 Crore, every day they come up with a new passion to get smiles on the client’s face and make their every penny count.

His Main Rule Of Profession Is That At Least 6 Months Expenses Of Each Individual Or Corporate Should Invest In Liquid Fund. Without This Arrangement, he would not advice

The Vision And Mission:
Every Indian citizen should be a shareholder of at least one blue-chip company.

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