Retire Sooner
and
live better
Save Money
Save time
You don't have to be confused anymore.
we understand and would like to help you find a resolution.
Kirti Reddy, IT professional
I worried this plan was going to be a waste of time. I was wrong. I made more progress in 6 hours than I made in 10 years.
Anand Kapoor, Marketing Professional
" I was not sure how much I will need for retirement, I was not sure about my retirement goals, I did not have to worry about this anymore as I have an easy-to-understand Retirement Happiness plan that tells me how much I will need for retirement."
Prakul Thanvi, Head sales
I wish to Retire early and wanted to do it in a way that I will be happy and satisfied also needed to get my assets in order and beware of tax implications, the retirement happiness plan helped me feel confident about the future
we will take care of you the same way
you would take care of yourself.
How does it work?
Subscribing to Retirement Happiness Plan
Is as Easy as 1,2,3 ...
Schedule a call
Meet with Praful so he can get to know you and define where you want to go.
Let's Execute the plan together
Together we will create a specific plan to accomplish your goals.
Succeed Stress-free and feel confident about your future.
Create a Plan
Patil Investments
At Patil investments, we know that you want to be a competent and smart investor.
To do that, you need a plan for your retirement to save money and live better.
The problem is you need investment help which makes you feel confused especially with all the online resources.
we believe you deserve an advisor who will thoughtfully explain things in person.
we understand and would like to help you find a resolution, so we have more than 100 trusted families use the retirement happiness plan.
Here's how we do it:
1. Schedule a call.
2. Allow us to create a Customised Plan.
3. Let's execute the plan together.
So, schedule a Call. And in meantime, Download the Free E-book,
So you can stop Postponing your retirement you have worked too hard for too long to not enjoy time with your grandchildren and instead continue to live your life your way "FOR LONG" without worrying about money.
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Who Is Patil Investments?Patil Investments is your friend helping you invest your money in the right products vis-a-vis your risk appetite.
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Why should I Invest Through Patil Investments?Focusing on what you are best at, leaving rest to professional can save a lot of time and effort.
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Is There Any Membership Fees?We do not charge our customers for any investment (Lumpsum or SIP) in mutual funds done through our website.
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Are There Any Fees Or Charges To Use Patil Investments?No, we don't charge you anything to use our Patil Investments app & Web.
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How Much Time Will It Take For My Investment To Be Processed?If you are a KYC verified investor, payment made before 1pm on a working day will be processed the same day. If the payment is made after 1pm, then your investment will be processed on the next working day (Depending upon the bank clearance). Your investment details will be available on your dashboard in one full working day after your investment has been successfully processed. If your KYC verification is pending, your investment process will begin once KYC formalities are completed. Typically, it takes about 24 hours to process your KYC from the time of you complete KYC successfully. The payment you make before we have successfully processed your KYC is held in an RBI-regulated ESCROW account. Once your KYC is successfully processed, the amount held in ESCROW is released to mutual funds for processing your investment. Your investment details will be available on your dashboard in one full working day after your investment has been successfully processed.
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How Does Patil Investments Make Money?Mutual Fund companies that you invest in charge a fund-management fee also called as Total Expense Ratio (TER). Typically, TER is in the range of 25-300 bps of your investments with a mutual fund. For the facilitation and regular monitoring of your portfolio, the mutual fund companies share a proportion of TER with Patil Investments. Typically the fees shared with Patil Investments is in the range of 5-200 bps of your total investment amount.
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How Is Patil Investments Better Than Other Services?Patil Investments is better on three fronts. First, we are completely paper-less and the experience you will have with Patil Investments will be unmatched. Second, we have built superior technology which allows to monitor the portfolios on a 24X7 basis. Our fee structure with all the mutual fund companies is the same and moreover it is on an all-trail basis which ensures that our incentives are aligned with yours.
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How Safe And Secure Are My Investments?We provide a safe and secure investment platform with bank-grade security. We are also registered with AMFI & BSE and therefore adhere to all mandatory safety norms.
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I Am Already KYC Verified,Do I Have To Do This Process Again?Patil investments do not require KYC again. Investors who have been KYC verified can start investing immediately.
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Do I Have To Send Any Scans/Courier Any Documents?Nope. We are truly paperless.
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Why invest In Mutual Funds?Mutual Funds have always outperformed all other asset classes such as FD, Gold, PPF, Tax-free bond, ULIP and real estate in the long term.
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How Secure Is My Money?Patil Investments takes security of all its users, their data and transactions very seriously. All our systems are bank-grade secure and we have implemented a three-tier security structure where your data is secure in all three states - on server, at client and during the transit. Moreover, your money is directly sent to reputed Mutual Fund companies without the money ever hitting Patil Investments bank account.
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Are there any special paperwork requirements for someone who has never invested before? Could you please tell me how you will verify my KYC?If you have never invested before, you will have to go through a process called Know Your Customer(KYC). With Patil Investments,this is simply taking a picture of your PAN card, Address proof and your signature on a blank piece of paper. You simply need to sit at home and we will help get this process done over a call, which takes less than 3 minutes.
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Do I Get The Proof That Patil Investments Has Invested For Me?Your money goes directly to mutual fund companies and an investment account, identified with a unique Folio Number is opened directly with these companies. Post successful processing of your transaction, your investment proof and folio details will always be available on Patil Investments dashboard. In addition, all mutual fund companies send the folio details and monthly statement on your registered email address.
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Do We Assure Any Kind Of Minimum Return?No, we don't. Nonetheless, historical performance may not be a guarantee for future return.
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What If Patil Investments Shuts Down? Do I Lose My Money?Your investment accounts are held directly with Mutual Fund companies and hence there is no risk of you losing money in case Patil Investments shuts down. You can continue to invest more or redeem from your existing investments with any particular mutual fund company. However, it won't be as easy as fun and as rewarding as it is with Patil Investments. Moreover, we are not going anywhere, we promise.
HIRANANDANI MEADOWS, Office no 111, 1st floor, Emerald plaza Block, 1, Smt Gladys Alvares Rd, off Pokharan Road Number 2, Thane West, Maharashtra 400607
+91-9833473537
