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Pradnya Tamhane
Founder & Certified Financial Planner
Proprietor
PAT Financials
As the Founder and a Certified Financial Planner, I have been dedicated to empowering financial futures since 2009. With a proven record of successfully managing the financial goals of over 1,800 clients, I have positioned myself as a trusted partner in their financial prosperity. My comprehensive approach integrates personalized strategies and in-depth market insights, ensuring that each client achieves their distinct aspirations. Committed to excellence and integrity, I prioritize building long-lasting relationships that instill confidence and foster growth. Together, we navigate the complexities of wealth management with clarity and purpose, positioning my clients for a secure and prosperous future.
15th November
407, MINT, IndiaBulls, Opp Hiranandani Meadows, Next to Hydepark, Above Canara and HDFC Bank, Thane West -400610
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Our Services
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FINANCIAL PLANNING
Financial planning assesses a business's finances, sets future goals, and outlines steps to achieve them.
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RETIREMENT PLANNING
Financial planning involves evaluating your current finances, estimating future expenses, and creating a strategy to ensure a comfortable retirement.
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CHILD EDUCATION PLANNING
Educational planning prepares for post-secondary education, ensuring a smooth transition from high school to college or technical education.
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FINANCIAL ASSESSMENT
A financial assessment determines if the lender must reserve funds for property taxes and expenses during the loan.
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INSURANCE PLANNING
Insurance planning involves selecting policies to financially protect yourself, your family, and assets against unexpected losses.
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Products
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Testimonials
“I trust PAT financials due to service levels & customized portfolio offerings as required to fulfill my investment requirements, proactive measures for any good investment offerings that PAT provides us. PAT=P–Proactive A–Accurate T-Timely Services.”
AMOL JAYWANT
“I trust PAT Financial Planning, the personalized portfolio management services provided by Pradnya. I am associated with Pradnya since 2012, it has been a wonderful journey on my requirements for Retirement, Child’s education balancing, etc.”
TUSHAR RAJE
“I have known Mrs Pradnya Tamhane for last 2 years. The services offered are prompt and according to the financial goals of each individual and situation. I recommend her services.”
AMEYA KULKARNI
“I am absolutely delighted with PAT FINANCIAL services. It is really refreshing to work with a financial adviser who is truly interested in their client’s needs, circumstances and preferences. I gladly recommend your services”
AASHUTOSH MURHEKAR
“Service of PAT Financials is truly inline with their Tagline (Portfolio Analysis with Trust). Excellent Customer Service provided by PAT Financials, the Goal Based financial planning done by PAT Financials is taking care of all our future goals.”
SACHIN SAWANT
“WE met Pradnya in 2013, when it comes to financial planning we were novices. With her recommendations we could create healthy financial profile and extremely pleased with the decision we made to be with PAT, always contactable, courteous and helpful”
SUDESH BHELEKAR
“Pradnya has been meticulously investing my money and monitoring the investments. I am extremely happy as I get the personalized service that I was expecting. It is a great feeling to know that your money is in safe hands.I wish her all the best”
BHARAT ISHI
“I would like to congratulate you for your work and express my heartiest regards towards your selfless investment advice and guidance. It is really grateful to having you as my Financial Manager. Thanks for all your kind support.”
HARIKISHAN SHAH
“I have visited your website and have found your site very informative and useful, facilities that you are providing will make life easier and save time for your investors. I am confident that you will scale new heights in your business. ALL THE BEST”
SHIRISH PATEL
“We began our journey with Pradnya more than 6 years ago and in that period she has guided us perfectly. She suggested a plan and with regular interactions kept guiding us to update our portfolio. I must say the results are great.”
NIKHIL DESHMUKH
“Pradnya will understand ur unique situation, ur goals and ur expectations, then device customized financial plan for u.Very approachable, easy to talk with, she has been guiding me in my financial journey over the past 4 years successfully.”
