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Patpatia & Associates offers unique solutions for today’s evolving financial services companies. We employ our combination of detailed industry knowledge and diverse consulting experience to meet our clients’ needs in a comprehensive manner. Our firm specializes in both:

As a boutique consultancy, Patpatia & Associates is able to focus exclusively on financial service firms. Our consultants have operating backgrounds that make them authorities in the field. This experience allows Patpatia & Associates to excel at generating creative and well-defined solutions tailored to each of our clients.

The characteristics that define Patpatia & Associates are our:

These principles continually guide us in the consulting activities we undertake for our clients.