OUR FIRM
Leading financial services firms trust us to deliver
For over three decades Patpatia & Associates has been an exclusive provider of transformational guidance for leaders in the financial services industry. As strategic consultants, we provide leading financial institutions with both actionable plans and immediate implementation assistance.
An experienced team of operating professionals
We bring a combination of deep business expertise and timely market intelligence to comprehensively address our customers’ challenges, spanning from strategic business planning to the deployment of resilient business operations. Strategic engagements are directly conducted by our team of experienced management professionals, who pride themselves on our market insights and ability to build value for our clients.
OUR Clients
Patpatia & Associates has served top global financial institutions, with the majority being continuing relationships, forming a vast network of mutual expertise.
Wealth Management
Insurance
Asset Management
Strategic Advisory and Partner Relationships:
Patpatia & Associates also serves as a strategic advisor and business
collaborator with several ventures:
