Experienced Personal Wealth & Financial Planner in Thane, Mumbai

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

The team has guided me to shape and secure my future. The service and the response are their strength. Will recommend their services to anyone who would like to live their life without financial worries.

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 10 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.