profile-img

Pradnya Tamhane

Founder & Certified Financial Planner Proprietor

PAT Financials

As the Founder and a Certified Financial Planner since 2009, I specialize in empowering clients to achieve their financial goals through tailored strategies and expert insights. With a proven track record of successfully managing the financial aspirations of over 2,400 clients, I have established myself as a trusted advisor in wealth management. My commitment to excellence and integrity fosters enduring relationships built on confidence. I adeptly navigate the complexities of finance, ensuring clarity and purpose in our collaboration. Together, we work towards a secure and prosperous future, leveraging my expertise to fulfill each client's unique financial objectives.

email
15th November
email
407, MINT, IndiaBulls, Opp Hiranandani Meadows, Next To Hydepark, Above Canara And HDFC Bank, Thane West -400610

QR Code

qr profile

Our Services

FINANCIAL PLANNING
FINANCIAL PLANNING

Financial planning assesses a business's finances, sets future goals, and outlines steps to achieve them.

RETIREMENT PLANNING
RETIREMENT PLANNING

Financial planning involves evaluating your current finances, estimating future expenses, and creating a strategy to ensure a comfortable retirement.

CHILD EDUCATION PLANNING
CHILD EDUCATION PLANNING

Educational planning prepares for post-secondary education, ensuring a smooth transition from high school to college or technical education.

FINANCIAL ASSESSMENT
FINANCIAL ASSESSMENT

A financial assessment determines if the lender must reserve funds for property taxes and expenses during the loan.

INSURANCE PLANNING
INSURANCE PLANNING

Insurance planning involves selecting policies to financially protect yourself, your family, and assets against unexpected losses.

Testimonials

profile

AMOL JAYWANT

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.

profile

TUSHAR RAJE

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.

profile

AMEYA KULKARNI

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.

profile

AASHUTOSH MURHEKAR

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

profile

SACHIN SAWANT

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.

profile

SUDESH BHELEKAR

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

profile

BHARAT ISHI

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

profile

HARIKISHAN SHAH

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.

profile

SHIRISH PATEL

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

profile

NIKHIL DESHMUKH

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.

profile

DR. ARCHIT GHANGURDE

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.

Business Hours

Monday
10:30 AM - 06:30 PM
Tuesday
10:30 AM - 06:30 PM
Wednesday
10:30 AM - 06:30 PM
Thursday
10:30 AM - 06:30 PM
Friday
10:30 AM - 06:30 PM
Saturday
10:30 AM - 06:30 PM
Sunday
Closed

Make an Appointment

Inquiries