Mission
To make a positive difference in the client’s lives and empower them to have financial peace of mind.
Vision
To be the most preferred financial consultant for our clients by enabling them achieve their financial goals.
Our Story
Vijay Satam
Founder & Director
He started his career with L&T in early 1980s. Those were the days when employees used to be paid for overtime work. His friends often used to complain about the tax deducted on this overtime payments. Vijay Satam used to guide his friends on the various tax saving options available then. Eventually, he converted his passion for personal finance into his profession. Even at the age of 66, he still guides his clients with the same passion as he did 40 years ago.
He took voluntary retirement from L&T when doing justice to job and his part time business was getting difficult. He then focussed entirely on his clients. Vijay Satam is a Registered Financial Consultant.
Priyanka is a millennial who knows how to balance between spending and investing. She has imbibed her father’s values of integrity and accountability and is scaling the business to new heights with them.
After her graduation, Priyanka completed her MBA in Finance. She is also a Certified Financial Planner (CFPCM) and Qualified Personal Finance Professional (QPFPR). She has worked with leading companies such as Center for Monitoring Indian Economy (CMIE) and Crisil before joining her family business as a second-generation entrepreneur.
Priyanka has been conducting financial wellness workshops for corporates which aim to educate and help individuals, in any walk of life, to grow their hard-earned income. The wealth of financial knowledge has benefitted employees of several firms which include Larsen & Toubro, Capgemini, Tata Motors, Tata Sons, House of Hiranandani and many others.
Priyanka Ketkar
Chief Financial Mentor & Director
What our clients say about us?
Nilesh Vedak
Managing Director, Syntegon Technology India
Prachee Mandlekar
Co-Founder, Green Mantraa
Purple Finch team has always been proactive & supportive in suggesting best options to us. They have been offering their services for more than 20 years now for me and my husband. We are thoroughly satisfied with them. Thanks Priyanka & the Team.
Dr. Prashant Kharche
Cardiologist
I have been investing in mutual funds since last 10 years..believe me..with experts at purplefinch advisors, I never had to worry about which mf to select …my money has been growing consistently with good returns.
A.M. Joglekar
Advocate, High Court, Bombay
Managing investments on my own was challenging due to time constraints and limited knowledge. That’s when I turned to Purple Finch. Their expert team provided clear insights and helped me make informed decisions. I once believed fixed deposits were the safest option, but Purple Finch introduced me to a better approach to investing through mutual funds. Now, after 10 years of association, my investments have grown substantially. I truly appreciate the expertise and commitment of the Purple Finch team. They have never disappointed, and I am extremely satisfied with the growth of my investments.
Purple Finch Team
Priti Patil is a Senior General Manager with over 20 years of experience in the mutual fund industry. She holds an MBA in Finance and is certified as a Financial Planner, along with completing the QPFP and NISM Advisor Module VA. Priti has successfully passed the IRDA exam, further enhancing her expertise in financial services. Her extensive experience and leadership skills enable her to drive strategic initiatives, deliver comprehensive financial solutions, and foster strong client relationships, making her a key asset to the organization.
Priti Patil
General Manager
Prem Pawar
Relationship Manager
Dhvani Bhanushali is a Relationship Manager with a Graduation in Banking and Insurance and an NISM Series V-A Mutual Fund Distribution Certificate. She has been a valued team member for over 4 years. Known for her positive energy, relationship-building skills, and process-driven approach, she consistently enhances workplace culture and drives business growth through her dedication and client-focused mindset.
Dhvani Bhanushali
Relationship Manager
Sakshi Jadhav
Executive Client Coordinator
Mohit Harisinghani is an Executive Client Coordinator and a B.Com graduate with over 2 years of experience in finance and client relationship management. He is a dedicated and motivated professional known for his strong relationship-building skills and commitment to delivering excellent client service.
Mohit Harisinghani
Executive Client Coordinator
Priti Kushwaha has been an integral part of our team as an Insurance Executive. With a Bachelor of Management Studies (BMS) in Finance, she possesses a solid foundation in financial principles. Additionally, she has completed a course in Direct and Indirect Tax, further enhancing her expertise in the field. Priti’s dedication and knowledge make her a valuable asset to our team, contributing significantly to our success in delivering exceptional insurance solutions.
Priti Kushwaha
Insurance Executive
Alpa Ukarde is a dedicated professional with an Engineering Diploma in Computer Technology and a year of experience as an Executive in mutual fund operations and transactions. She has demonstrated strong analytical skills and attention to detail in managing financial processes, ensuring accuracy and compliance. With her technical background and commitment to excellence, she effectively contributes to her team and supports the successful management of mutual fund activities.
Alpa Ukarde
Mutual Funds
Varsha Parab is an Admin, HR & Accounts Executive with 3 years of experience in accounting, HR support, and administrative operations. Skilled in GST and TDS filings, salary processing, and daily bookkeeping. Proficient in Tally ERP and Excel, with experience in employee documentation, attendance management, and maintaining compliance records. She is a hardworking and dedicated employee of our organization.
Varsha Parab
Admin, HR & Accounts Executive
Nikhil Dhoke joined as a Field Executive and has grown to the role of Executive over the past 4 years. Certified as an NISM VA Mutual Fund Distributor, he handles client document collection, submissions, and service delivery. Known for his strong communication, client relationships, and problem-solving skills, Nikhil consistently contributes to team goals with adaptability and commitment.
Nikhil Dhoke
Executive
Office Address
Office No.826, Ecstasy Business Park, Near Citi of Joy, JSD, Ashok Nagar, Mulund West,
Mumbai - 400080
About Us
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Disclosure
Contact Us
Email: info@purplefinch.in
Contact: +91 9867570245
Purple Finch is a brand owned by Priyanka Finserve Pvt. Limited. Priyanka Finserve Pvt Ltd is a mutual fund distributor registered with AMFI.