Patpatia & Associates provides strategy development and execution management through customized business solutions for some of the most dynamic and challenging issues facing the financial services industry today across three principal practice areas:
- Wealth Management
We work with the breadth of global wealth advisory firms, including brokerage firms, retail & private banks, insurers, and RIA platforms, to develop innovative offers, marketing strategies, and investment programs to increase wallet share. We implement growth tactics across affiliated and third party channels to extend market reach. We also design and oversee the assembly of multidimensional technology platforms to deliver superior sales, servicing, and operations capabilities. - Insurance
We assist insurance companies to grow their core businesses through new market applications, the development of innovative insurance & annuity offerings, and improved infrastructure. We work with our clients to deploy new investment & reinsurance programs to enhance competitiveness, risk management, and profitability. Insurers also look to us to help them evolve their businesses toward comprehensive wealth advisory services. - Asset Management
We help firms to execute upon global market entry strategies within both retail and institutional markets, including the development of competitive investment management offerings and business platforms. We also proactively assist insurance companies with improving the performance and risk management of their general account and separate account portfolios.
brings the expertise you need to anticipate and adapt to changing global business dynamics and rapidly evolving technologies.
