Patil Insurance & Investment Services

HIP · TIP · SIP

Health Insurance Plan | Term Insurance Plan Systematic Investment Plan

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ABOUT OUR COMPANY

Patil Insurance & Investment Services "Health & Wealth"

We provide personalized health management and wealth creation solutions, to safeguard what matters to you. As we continue to adapt to the changing landscape of this industry, our core values remain unchanged: integrity, reliability, and a relentless pursuit of excellence.

Our Vision

To be India’s most dependable financial consultancy, empowering every individual to achieve financial freedom and world-class healthcare protection without compromise.

Our Mission

Our mission is “Excellence with Integrity.” We provide our clients with personalized financial advice and cutting-edge investment tools that perfectly align with their lifestyle and future goals.

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ABOUT OUR COMPANY

Patil Insurance & Investment Services "Health & Wealth"

Your Trusted Financial Partner

HIP · TIP · SIP

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HIP

Health Insurance Plan

Protect your family from unexpected medical expenses with the right health insurance coverage.
Get financial security and peace of mind when you need it most.

TIP

Term Insurance Plan

Secure your family’s financial future with affordable term insurance coverage.
Ensure financial protection for your loved ones when they need it most.

SIP

Systematic Investment Plan

Invest regularly and build wealth over time with a disciplined SIP approach.
Start small today and work towards your long-term financial goals.

ABOUT OUR COMPANY

Patil Insurance & Investment Services "Health & Wealth"

Our Vision

To be India’s most dependable financial consultancy, empowering every individual to achieve financial freedom and world-class healthcare protection without compromise.

Our Mission

Read More Read More

ABOUT OUR COMPANY

Patil Insurance & Investment Services "Health & Wealth"

Your Trusted Financial Partner

HIP · TIP · SIP

Read More Read More

0 Cr

AUM

Family Insured

0 Cr

Claims Settled

Demat Account

Smart investment solutions to grow and manage your wealth.

Smart and flexible investment solutions designed to help you grow your wealth and achieve your financial goals.

SIP – Systematic Investment Plan

Invest regularly in mutual funds and build wealth steadily over time.

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Lump Sum

Invest a one-time amount to achieve your long-term financial goals.

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SWP – Systematic Withdrawal Plan

Withdraw a fixed amount regularly while keeping your investments invested.

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Comprehensive protection for your health and medical expenses.

Comprehensive health coverage for you and your family, ensuring financial security during medical emergencies.

Family Floater Policy

Comprehensive health coverage for your entire family under one policy.

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Senior Citizen Policy

Extra financial protection for medical expenses beyond your existing coverage.

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Personal Accident Policy

Financial support and protection against unexpected accidents and injuries.

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Secure your family’s future with reliable financial protection.

Protect your loved ones and secure their financial future with reliable life insurance solutions.

Term Insurance

Affordable life protection to secure your family’s financial future.

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ULIP

Insurance protection combined with investment opportunities for long-term goals.

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WHY CHOOSE US

Our Approach.

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Personalized Guidance

Every individual and family has different financial goals, responsibilities, and priorities. Our approach focuses on understanding your unique needs before recommending any solution.

Goal-Oriented Planning

Whether it's your child's education, retirement, buying a home, or building long-term wealth, we believe every investment should have a clear purpose behind it.

Long-Term Relationship Focus

Financial planning is an ongoing journey, not a one-time transaction. We aim to build lasting relationships based on trust, consistency, and continuous support.

Simple & Transparent Communication

Finance can often feel overwhelming, so we focus on keeping things clear, honest, and easy to understand. We ensure clients are informed and confident in every financial decision they make.

SIP Calculator

Calculate the potential value of your monthly SIP investment

Monthly Investment (₹)

Expected Return Rate (p.a.)

Time Period (Years)

Invested Amount ₹0

Estimated Returns ₹0

Total Value ₹0

Invested

Returns

* The calculator provides an illustrative estimate based on the expected annual return entered above. Actual mutual fund returns are market-linked and may vary.

Payment Frequency

Investment

Annual Step Up

Expected return rate (p.a)

Time Period

Invested Amount ₹12,00,000 (₹12.00 lacs)

Est. returns ₹11,19,695 (₹11.20 lacs)

Total value ₹23,19,695 (₹23.20 lacs)

Projected Returns for various time duration (@12%)

Duration	Amount	Est. Returns	Future Value

Discover Team

Our professionals bring diverse expertise and industry knowledge.

Founder & Mentor

Ashok Patil

Ashok Patil, Founder & Mentor

With over 27 years of experience in the insurance and investment industry, Ashok Patil laid the foundation of PATIL Insurance and Investment Services with a simple belief — financial planning should be honest, practical, and built around people’s real needs.

Over the years, he has guided and supported more than 2000+ families in creating financial security through the right mix of insurance protection, mutual fund distribution, and long-term wealth creation. His approach has always focused on building trust, long-standing relationships, and helping clients make balanced financial decisions for every stage of life.

Known for his commitment, consistency, and client-first approach, he continues to be a trusted financial guide for families across generations.

Nimisha Patil, Certified Financial Planner

As the second generation stepping into the business, Nimisha Patil brings a fresh and modern perspective to financial planning. Inspired by her own journey and experiences, she strongly believes that finance should not feel intimidating or complicated — especially for youngsters who are constantly surrounded by opinions, trends, and financial noise.

Her focus is on simplifying finance and helping young professionals and families understand money in a more practical and relatable way. Through financial awareness, goal-based investing, and long-term wealth creation strategies, she aims to help people build confidence around their finances and create meaningful wealth for the future.

With a more conversational and approachable style, Nimisha hopes to bridge the gap between traditional financial planning and the needs of today’s generation

Certified Financial Planner

Nimisha Patil

Featured FAQs

Frequently Asked Questions

Find quick answers to common questions about our services, process, and support.

How do I choose the right health insurance policy?

The right health insurance depends on factors such as your age, family size, medical history, lifestyle, and coverage requirements. We help you understand the available options and choose a policy that provides suitable coverage within your budget.

Is health insurance really necessary if I already have a company policy?

Yes, having a personal health insurance policy in addition to your employer’s cover can be beneficial. Your company policy may end when you change jobs or retire. A personal policy gives you independent and continuous coverage.

requirements, so you have support when you need it.

How do I know which mutual fund is right for me?

Yes. Our role goes beyond helping you invest. We assist with portfolio reviews, SIPs, additional investments, redemptions, goal planning and other mutual-fund-related servicing, helping you stay on track with your financial plan.

Can you help me with claims, renewals and policy servicing?

Yes. Our support doesn’t stop at buying a policy. We assist with renewals, policy updates, claim-related guidance, documentation and other servicing requirements, so you have support when you need it.

Ready to Secure Your Future?

Take the first step toward a stress-free financial life. Whether you are planning for your child’s education, your retirement, or a comprehensive health cover, we are here to guide you.