WEALTH MANAGEMENT SERVICES


Patron Technosoft India Pvt.Ltd offers end-to-end management of investment products including structured deposits, structured notes, equities, mutual funds and insurance.

Our wealth management services include

Investment planning, Mutual funds, fixed income, etc Our investment planning services focus on drafting investment strategies based on the investor's financial goals and capability to handle risks.

Portfolio management

Our expert team tracks market indexes and manages a fund's portfolio through balanced investment decisions based on extensive research.

Insurance planning - Whole and term life insurance

Insurance planning involves ensuring that adequate coverage is obtained against insurable risks. Our expertise in this domain will help you in calculating the right level of risk cover and enable you to get a wider coverage at a lesser premium.

Retirement planning

We offer retirement planning services, which will enable you to earn a satisfying income and enjoy a comfortable lifestyle even when you are no longer working.

Education planning

Patron offers a wide portfolio of education insurance plans that fund crucial commitments in the education of your child and ensure that the education is unhampered in the wake of any misfortunes.

following

  • Mutual Funds
  • Insurance
  • Structured Products
  • Fixed Deposits
  • IPOs

  • We have strategic tie-ups with Bharati Axa Life Insurance and Birla Sun Life Insurance to offer the best individual and group insurance solutions to our clients including
  • Basic protection plans
  • Wealth with protection plans
  • Child plans
  • Health and wellness plans
  • Retirement plans
  • Credit and mortgage shields

  • We also offer the facility of incorporating riders like accidental death and dismemberment riders, term riders and critical illness riders.

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