About Us

SP Wealth

❝We not only handle our client’s investment portfolio but also believe in handling their fear, insecurity or anxiety towards their personal goals and finances❞
Incorporated in 2008, with the clear objective to provide honest, unbiased and holistic solutions to our investors, revolving around their needs and requirements. Today, we advise Indian families across the globe with a collective asset under management in excess of INR 200+ crores.
SP Wealth have evolved into an eminent, well-regarded financial planning & investment consultancy firm in Kolhapur that is trusted for their professional competence, relied on for their top quality of advisors. Due to their integrity, ethics & trustworthiness, SP Wealth has become a leading, respected player in the financial planning space in Kolhapur and South West Maharashtra.
  • The Beginning
  • Choosing Financial Planning as a Profession
  • Advice Delivery & Engagement

The Beginning

Anil Patil, the Chairman and Founder of SP Wealth, has followed the financial services model ever since he came into financial services fold in 1990. When he started his foray through insurance, he used to gather basic information from every client he met, analyse it & came up with recommendations of what the client could do. This approach was appreciated by clients at large.

He was greatly encouraged & enthused by the early success and wanted to build on this. Anil came to know about a certification called Associate Financial Planner (FPSB) in 2007, which endows one with the knowledge & skills needed for a professional Financial Planning practice. This appealed to him tremendously and he immediately enrolled into it. He started his Financial Planning practice in 2018 with Aditya Dhadde who had worked for more than 10 years in the field of mutual funds with companies like Nippon India and SBI Mutual Funds

Choosing Financial Planning as a Profession

Choosing Financial Planning as a Profession

Financial Planning is a noble profession, much like a doctor’s profession. A good financial planner can turn around the fortunes for the clients and their families.

Most people are not managing their finances well, even though they are earning quite well. They also commit lots of blunders along the way, which set them back by years. This happens all the time. People are hence worried about their future and they feel helpless.

It is here that a good financial planner can help clients. At SP Wealth, we understand the unique situation & goals of the client, analyse them, consider strategies / alternatives to achieve their ends, take into account the client specific information like family situation, risk profile, number of years of working life, when their goals are coming up, liquidity & tenure needs, taxation considerations etc.

Advice Delivery & Engagement

Advice Delivery & Engagement

With the addition of Rajesh Shah, who has over 20 years of experience in the equity segment, and Dr. Vijay Kakade, a PhD in economics with over four decades of active stock market experience in Board of Directors, SP Wealth began to offer a wide range of financial services. These services include financial planning, retirement solutions, child education and marriage planning, insurance/risk management solutions, income tax solutions, investment advisory, , corporate investment, portfolio management, wealth management, NRI investment solutions, and will planning.

Now we work from our office in Kolhapur and handle clients across India, in places like Mumbai, Pune, Bengaluru, & even from many smaller towns & cities.

We work with NRIs too from places like USA, UK, Japan, Dubai, Canada, Germany etc. We use technology to help us service our clients, during our planning interactions and beyond. With technology, we are able to give our clients an immersive experience, as they would have in a face to face interaction.

Our Approach

The SLR (Safety, Liquidity, and Returns) approach is a fundamental principle of financial planning. It involves balancing these three key factors in order to create an investment portfolio that meets an individual's financial goals and risk tolerance.

Safety

Safety refers to the preservation of capital, which means ensuring that the money you've invested is protected from loss. This can be achieved through investing in low-risk assets such as government bonds or through diversifying your investments across a range of asset classes.

Liquidity

Liquidity refers to the ease with which you can access your funds when you need them. This is important because unexpected expenses can arise, and you need to be able to access your money quickly and without penalty. Cash and cash equivalents, such as savings accounts or money market funds, are highly liquid assets.

Returns

Returns refer to the gains or profits earned on your investments. While it's important to prioritize safety and liquidity, it's also important to generate returns to achieve your financial goals. The level of return you can expect will depend on the asset class you've invested in and the level of risk you're willing to take.

Our Team

Our Team is more like a family. They are the best in their field and you have access to the finest possible resources
  • Mr. Anil Patil
  • Chairman & Founder

Mr Anil is a seasoned professional with over 25 years of experience in the banking, mutual funds, and insurance industry. He is an Associate Financial Planner and is registered with AMFI and NISM as a Mutual Fund Distributor. Additionally, Mr. Patil is RVCC certified, ensuring that he is equipped with the latest financial industry knowledge and skills.

Apart from his professional achievements, Mr. Patil is also actively involved in community service. He serves as the Secretary of JITO Kolhapur and the President of BJS Kolhapur. With his vast experience, expertise, and dedication to serving others, Mr. Patil is a respected figure in the financial industry and beyond.

  • Mr. Aditya Dhadde
  • CEO & Cofounder

Mr Aditya is a seasoned financial professional with over 10 years of experience in the industry. He is an AMFI and NISM registered Mutual Fund Distributor and has worked with reputable companies such as Nippon India AMC and SBI AMC. Mr. Dhadde's expertise in the field is further backed by his RVCC certification, which ensures that he has the latest knowledge and skills required to provide effective financial advice.

Throughout his career, Mr. Dhadde has demonstrated a deep understanding of financial markets and investment strategies, and he is committed to helping his clients achieve their financial goals. His extensive experience and expertise have earned him a reputation as a trustworthy and reliable financial advisor.

  • Mr. Rajesh Shah
  • Head- Equity Analyst

Mr. Rajesh Shah is a highly experienced financial professional with over 20 years of experience in the equity segment. Mr. Shah holds a BE degree in Electronics and Telecommunications Engineering and has dedicated his career to the financial industry. He began his career as a sub-broker in the BSE ring, where he gained valuable experience and developed a deep understanding of the financial markets.

Over the years, Mr. Shah has built a reputation as a trusted and reliable financial advisor, and he specializes in managing PMS (Portfolio Management Services) for HNI (High Net Worth Individuals) clients. His expertise in the equity segment is unparalleled, and he is known for his ability to help his clients navigate the complex world of investments to achieve their financial goals.

  • Dr. Vijay Kakade
  • Director

Dr. Kakade is a highly accomplished economist and financial professional with over 4 decades of experience in the stock market. Dr. Kakade holds a Ph.D. in Economics and has been actively involved in the stock market for over 40 years. His vast experience in the industry has given him a deep understanding of the financial markets and investment strategies.

In addition to his extensive experience in the stock market, Dr. Kakade has also spent 36 years teaching at the postgraduate level. He is a highly respected professor and has trained generations of students in the field of economics and finance. Furthermore, Dr. Kakade is a SEBI empanelled resource person, which is a testament to his knowledge and expertise in the financial industry.

  • Mr.Sachin Patil
  • Insurance Specialist

Mr. Patil is an insurance specialist with over 10 years of experience in the insurance and mutual fund industry. Mr. Patil holds a Bachelor's degree in Business Administration and has a deep understanding of the insurance market. He is a certified insurance advisor from the National Insurance Academy (NIA), which is a testament to his knowledge and expertise in the field.

In addition to his certification, Mr. Patil is also an AMFI registered Mutual Fund Distributor. With his comprehensive understanding of insurance and mutual funds, he can provide valuable financial advice to his client.

  • Mr. Darshan Magdum
  • Head Sales

Mr. Darshan Magdum is a highly skilled professional with extensive experience in merchandising and sourcing. Mr. Magdum holds a Bachelor's degree in Textiles and a Master's degree in Fashion Technology.

In addition to his expertise in merchandising and sourcing, Mr. Magdum is also an AMFI registered Mutual Fund Distributor and Investment Adviser. His comprehensive knowledge of investments and financial planning makes him a valuable resource for his clients.

Throughout his 7+ years of experience, Mr. Magdum has developed a reputation as a dedicated and results-oriented professional. As the Head of Sales, he is committed to helping his clients achieve their financial goals through a combination of sound investment strategies and excellent customer service. Whether you are looking to invest in mutual funds or need advice on financial planning, Darshan Magdum can provide you with the guidance and support you need to succeed.

  • Mrs. Priyanka Mench
  • Head Operations

Mrs. Priyanka Mench, is a highly skilled professional with over 8 years of experience in operations and mutual funds. Ms. Mench holds a Bachelor's degree in Commerce and a Post Graduate Diploma in Business Management with a specialization in Marketing and Information Technology.

In addition to her educational qualifications, Ms. Mench is also an AMFI registered Mutual Fund Distributor and a registered insurance advisor. Her comprehensive understanding of the financial industry and investment strategies makes her an ideal resource for anyone seeking guidance on their financial goals.

As the Head of Operations, she is committed to providing her clients with excellent service and ensuring that their financial needs are met.

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