What I do
Our Services
Our solution-based approach helps you plan, invest, and prosper with a definite goal in mind with best resources and an experienced team at work.
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Mutual Fund
A mutual fund is a pooled investment vehicle that buys a variety of securities.
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Insurance
Insurance is like a safety net for the unexpected twists and turns of life.
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Fixed Deposite
A fixed deposit is a savings account with a fixed interest rate and a set deposit term.
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Investment
Invest wisely, reap the benefits later.
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Open Demat Account
A demat account is an electronic account used to store and manage shares and other securities in a digital format.
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Credit Card
A credit card is a convenient tool for managing expenses, but be sure to use it responsibly to avoid falling into debt.
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Loan
A loan is a sum of money borrowed from a lender with the agreement to repay it with interest over a specific period of time.
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PMS
Performance management system (PMS) is the process of ensuring that a set of activities and outputs meets an organization's goals in an effective and efficient manner.
Patni Investmart is a financial services app that allows you to manage your investments and track performance, with options for mutual funds, equity, fixed deposits, and bonds. Consult with experts to create a personalized investment plan that suits your goals and risk appetite.