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Investment advice onMutual FundsNPSInsuranceEquity and ETFsLoan against MFPMS

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Benifits

Because Expert Knows The Best For You

Investment Advice

Market Research

Expert consulting

About Us

Hello from AddOn

Every individual has short and long term financial goals and they require personalized handholding in the process of achieving these goals. We at AddOn help you with all our abilities to attain and enjoy these Financial Goals. Be it your dear kid’s education, your dream holiday, your dream car, or the most important of them all your retirement, we intend to serve you in achieving these feats and make the journey joyous.

AddOn is the perfect combination of years of experience bundled up with forefront technology which is the explicit necessity of any investor serious about his financial future.

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Our Core Products

looking for the right financial product ? You are at the right place, starting from mutual funds to insurance...

Why Choose Us

Why should we be your financial advisors product distributors? This is a very relevant question to ask us...

Our Valuable Staff

It was a humorously perilous business for both of us. For, before we proceed further, it must be said….

Our Activities

We are doing social media activities. Follow us on instagram to get latest business updates...

Products

We Do Things That Matters

If you are looking for the right financial product, you are at the right place. Starting from mutual funds to insurance and from real estate to other financial products, we have them all. You can select your financial investment products as per your requirements.

Mutual Fund

Your single point access to virtually all mutual fund schemes from all fund houses in the market

Equity and ETFs

Equities offer direct company ownership, while ETFs provide diversified exposure through a basket of securities.

NPS

The NPS is a government-backed retirement scheme offering flexibility, savings, and potential returns

PMS

We offer PMS strategies with equity and mutual funds from the leading PMS providers in India.

Loan against MF

A loan against mutual funds lets investors borrow using their holdings as collateral, providing liquidity without selling assets.

Insurance

Protection against financial risks by covering losses of the insured during unforeseen and adverse circumstances.

Years of Experience

Goal Completion

Satisfied Clients

Awards

Testimonials

What Clients Say

Being the savage's bowsman, that is, the person who pulled the bow-oar in his boat (the second one from forward),

Even though for every illness we have treatment solution at Google.Still we consult appropriate Professional Doctor for our treatment.Similarly there are many solutions on Financial Planning in Google But still i would suggest always consult the Right Professional Doctor for one's own solution.And one Professional recommended undoubtedly will be Mr.Shashikant Patole from AddOn Investment. Excellent service & Professionalism

My association with Team AddOn is from year 2010 and I wish it continues I still remember when I first met Mr. Shashikant Patole in my office, he had explained the details on Mutual Fund Investment , how SIP Investment is best for salaried persons and why it is better Investment as compared to Bank fixed Deposit and Post office savings . After our meeting, I decided to start small in SIP , get acquainted with new investment instrument ie Mutual fund , AddOn's service and with Mr. Patole . After one year evaluation of AddOn Team ,I felt I have taken the right decision and chosen the right team. I appreciate Mr. Patole's valuable guidance on portfolio/ Product selection ,on time help and with proper solution/ guidance to my all queries. I also appreciate the office staff for their kind support and specifically for timely reminders for all my Scheduled Investments.

One of the finest Advisory & Investment Services I have come across. It's almost a decade now, that I have been investing through AddOn & I didn't have to look for any other Advisory Services. The strength of Mr. Patole is his thorough knowledge & customised advice which makes each customer Happy. Most important is his availability; for any work he is just a phone call away. I wish Mr. Patole & AddOn Investment very Best of Luck for future endeavour

My portfolio is handled by AddOn since last two and half years. One thing I have observed that Mr. Shashikant Patole always prefers to advice on the basis of client's personal financial goal /needs and their objectives (Sampoorna Suraksha). He is very visionary about his clients, which helps him to see their investment capacity in near future. I have personally experienced. AddOn's existence on social media is amazing it keeps me in touch with regular updates. I Wish them all the success for their future plans and endeavors.

I have known Mr. Shashikant Patole and AddOn Team for the last 10 years. The key aspect of AddOn's service is the ‘Personal touch' provided by Mr. Patole. In his simple way, he explains the various types of investments available depending on the risk capacity of the individual customer. He has taken great pains and continues to travel the length and breadth of Mumbai and beyond, to take AddOn Investments where it is today. I have seen the AddOn's presentations from the paper format to the MacBook over the years getting better and better. I wish Mr. Patole and the AddOn team great success for the future.