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.
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.
Create sustainable wealth for clients to fulfill all future goals at the same time, protecting client’s wealth through the concept of Sampoorna Suraksha.
Create awareness of Financial Planning Literacy to make a simplified financial plan which helps clients to fulfill their Financial Targets.
Our Core Products
If you are looking for the right financial product,you are at the right place.Starting form mutaul 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.
Leaders
The Founders
Mr. Shashikant PatoleFounder
Founder of AddOn Investment, has helped his esteemed clients to not just improve their relationship with money, but to live their unique definition of a healthy, wealthy, fulfilled life with a purpose.
Mrs. Shraddha PatoleCo - Founder
Shraddha Patole, the co-founder of AddOn Investment, has been the pillar of the firm since inception. Her dedicated attitude and efficient working style are some of the major reasons for team's success.
Leaders
The Management Team
Mr. Aneesh Patole - Certified Financial Planner (CFPCM)
Aneesh has strong domain knowledge and experience in Financial Planning and Investment Consultancy and complements his father in creating financial empowerment
Mrs. Shidha NambiarClient Experience Manager
Shidha is the favorite among all our clients as she has answers to all your questions and intent to solve all the complex queries. Her workaholic nature, communication skills, positive attitude, and committed mindset have made her the most valuable asset to the company.
Snehal SonjeClient Support Specialist
Snehal manages and executes all our back office activities and is a pacesetter when it comes to optimizing, strengthening, and smoothening the processes of AddOn.
Madhuri DhayalkarCustomer Service Specialist
Madhuri carries rich experience of Equity, Fixed Income and Insurance Segments, she assists our clients in hassle free transacting and query solving. She is equipped fully with the intent and willpower to cater all your needs and solve all your problems
Tejaswi JadhavExecutive
Tejaswi is the all-rounder when it comes to Insurance department as she solely handles the entire servicing and query handling front. She has been the prominent & resourceful member of the behind-the-scenes squad.
Param MudaliarRelationship Manager
Param, is the new musket in the arsenal. She is equipped fully with the intent and willpower to cater all your needs and solve all your problems. She’s not only a forerunner but carries the entire team with her.
Client Interviews
Mr. Yayati Gaikwad Senior Executive, Multi National Company
Understanding from the newlywed Yayati Gaikwad how he accomplished his Marriage goal at the age of 29
Q) How does it feel to plan and achieve a milestone like this ?Answer: It feels great! the sense ...
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Chandrashekhar Kadam
HOW I RETIRED 5 YEARS EARLY INSPITE OF STARTING 13 YEARS LATE?
Mr. Chandrashekhar Kadam recently ended his 20 year long journey in the gulf and has returned to his motherland to enjoy the golden year...
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Mr. Suresh Nair,Regional Director in a leading IT Security Company
Q). From when are you associated with Mr. Patole and how has the journey been?Answer: I know Mr. Patole personally from last 20 years, we share more of a family relation than a professional one. I hav...
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Mr. Ninad Gawhankar,Advertising and Media Professional
Q). With the investment field getting more and more complex, how do you think was AddOn’s guidance and expertise helpful to you?Answer: It is times like these that one searches for a partner, than an ...
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