About Us

Patpatia & Associates is a financial services consultancy focused on providing innovative, practical, and executable business strategies that capitalize on evolving market trends and dynamics. We primarily work with financial services firms throughout the Americas, Europe, and Asia.

A Partnership Focus

We view our work with our clients as a partnership. When undertaking any assignment, we customize our services to ensure the specific and unique needs of our clients are acknowledged and addressed comprehensively. There is flexibility built into the way we operate, allowing us to adapt our services to each company and to new and emerging trends in the marketplace.

We work closely with senior mangers to ensure that objectives are met as expected and that our knowledge base is transferred into their organizations. Due to the breadth and scope of our services, many of our clients have been with us for many years, fostering mutually beneficial and rewarding relationships.

Specialized Expertise

Our singular focus is on the financial services industry. Our professionals have in-depth industry expertise and operating experience to the development and execution of wealth management, insurance, and asset management businesses, which is brought to bear in all of our engagements.

Execution-Oriented Approach

Our experience has shown us that the success of any strategy hinges on its effective and efficient execution. We work closely with senior managers to ensure that goals are realistically established. At the completion of projects, we provide not only a fully implemented business strategy but also a roadmap for future growth.

Learn more about our Consulting Services and Practice Areas to determine how we may assist you with your current business.