- Our Team
Our strength comes from the talented professionals.
WHO WE ARE
Our team consists of experienced professionals from diverse backgrounds.
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Michael Anderson
Discover Team
Our professionals bring diverse expertise and industry knowledge.
Founder & Mentor
Ashok Patil
With over 27 years of experience in the insurance and investment industry, Ashok Patil laid the foundation of PATIL Insurance and Investment Services with a simple belief — financial planning should be honest, practical, and built around people’s real needs.
Over the years, he has guided and supported more than 2000+ families in creating financial security through the right mix of insurance protection, mutual fund distribution, and long-term wealth creation. His approach has always focused on building trust, long-standing relationships, and helping clients make balanced financial decisions for every stage of life.
Known for his commitment, consistency, and client-first approach, he continues to be a trusted financial guide for families across generations.
As the second generation stepping into the business, Nimisha Patil brings a fresh and modern perspective to financial planning. Inspired by her own journey and experiences, she strongly believes that finance should not feel intimidating or complicated — especially for youngsters who are constantly surrounded by opinions, trends, and financial noise.
Her focus is on simplifying finance and helping young professionals and families understand money in a more practical and relatable way. Through financial awareness, goal-based investing, and long-term wealth creation strategies, she aims to help people build confidence around their finances and create meaningful wealth for the future.
With a more conversational and approachable style, Nimisha hopes to bridge the gap between traditional financial planning and the needs of today’s generation
Certified Financial Planner
Nimisha Patil
OUR CULTURE
We believe exceptional results come from empowered teams Work.
Innovation & Growth
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Work with experienced professionals who understand your goals.
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