About

Financial literacy is a crucial component of achieving financial freedom and security. It enables individuals to make informed decisions about their money, investments, and insurance, leading to better outcomes and greater success in achieving their financial goals. Unfortunately, financial literacy levels in India are relatively low, with many people struggling to understand the basics of personal finance, investment, and insurance. This is where Aniket Patkar's blog comes in.

Aniket Patkar is a Post Graduate Mechanical Engineer with a passion for Investment, Personal Finance, and Financial Planning. He has created a blog with the mission of creating financial literacy among the general public. The blog's motto is to help grow wealth for investors so that they will get financial freedom.

The blog posts the latest stories and articles related to financial planning, investment, mutual fund, retirement planning, insurance, and other relevant financial topics. It provides well-researched information and resources for readers to improve their financial knowledge and skills. The blog's unique approach to financial literacy is by providing relevant, up-to-date information and easy-to-understand explanations.

In addition to providing valuable information and resources, Aniket Patkar also offers a range of investment and financial planning services such as,

• Multi-asset Investment Platform : This platform will offer you a wide range of investment options, including Mutual funds, Stocks, IPO, Smallcases, Sovereign Gold bonds, Capital Gain Bonds, NPS and Liquiloans (P2P), all in one place. You will be able to diversify your portfolio across multiple asset classes, reducing your overall risk and increasing your potential returns.
• Insurance : Life, Health, and General Insurance products are showcased on a platform to get you adequate coverage.
• Convenience & Flexibility: 
1. Instead of managing multiple accounts with different brokers and platforms, you will be able to manage all your investments in one place, making it easier to track your performance and make informed decisions. 
2. Integrate your external mutual funds, Demat accounts, NPS, Insurance, Loans, FDs etc.
3. Website and App (Android/iOS) - Your Investment at your fingertips.
• Tax filing : Affordable tax filing plans as per individual tax status. The CA team will guide you through your tax filing hassle.
• e-will services : Now you can make a legally valid Will on the platform in minutes. In today’s uncertain world, a properly drafted Will is a must and necessary for ensuring proper estate planning for our dear ones for whom all the investments are being made.
• Loan services : Seven types of loan services are provided on the platform. Apart from that services are extended towards loan against Mutual funds.
• Financial planning: He provides you with personalized support & guidance helping you to achieve your financial goals.

• Free consultation call and free one-to-one on-demand webinar on "Financial Planning, Mutual Funds Investments & Insurance awareness" 

Aniket Patkar
MEng| AMFI Registered Mutual Fund Distributor | Insurance Advisor (HDFC Life & HDFC ERGO) | NISM Certified Retirement Advisor