Paterson Wealth

Mutual Funds

Paterson offers web-based as well as mobile based transactional portal and the best in class advisory services.

Equity

Invest in the best asset class with maximum growth potential

Pms

Performing since 2003 with a time-tested approach to the markets

Financial Planning

With Paterson on your side, you can be assured that all your investment needs across all asset classes are taken care.

Insurance

We offer Life and Non Life Insurance cover, from leading Insurers. Assistance in claims and follow ups is a great value add to clients.

Investment Simplified

Services tailored for your investment and trading needs.

Mutual Fund

I am an experienced investor and want to explore mutual funds

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SIP Plan

I want to start a monthly savings plan to efficiently grow my money

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ELSS

I want to save tax and also benefit from high returns on mutual funds

Consult Advisor

I am not clear how to start my investments want to take help of advisor

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OUR SERVICES

With Paterson on your side, you can be assured that all your investment needs across all asset classes are taken care of.

EQUITY

Equity investments have offered the most potential for wealth creation and have consistently earned more than other instruments. We help you gain from it through expert guidance .

MUTUAL FUND

Mutual funds give you provision to invest in a diversified portfolio of stocks, bonds or other securities. We offer web, mobile based transactional portal and the best in class advisory services.

PMS

Portfolio Management Services is a comprehensive service that is offered to the clients, who are seeking a professional approach to managing their investments.

Insurance

We offer life, both the non-life and Health insurance from the best insurance companies. Ours is a one-stop portal for providing the best and the right insurance solutions in the industry.

WHY PATERSON WEALTH

Paterson offers web-based as well as mobile-based transactional portal and the best in class advisory services. With our dedicated advisors and an array of financial tools and resources at your disposal, we can get you up and running with the best set of investments in no time, backed by an expert team. Invest hassle-free in the best funds and multiply your wealth.

Paterson Mobile App

The app has the provision to follow all of your investments at one place and you can look at the status of your entire portfolio
Free for Life Account

Your account with Paterson is absolutely free together with our Mutual Fund Transaction Portal, Tools and Guidance. No hidden costs whatsoever.
Safe and Secure Transactions

Our Portal is based on the state-of-the-art BSE Star Platform. Our payment gateway is more secured and quick.