ABOUT US
At GreenFolios we make sure that our clients know What, Where and Why's of investing. Thus we stress on investor education first. Today GreenFolios has more than 400 clients. Their trust has always been our INSPIRATION. We have been serving the clients since more than 10 years now.
Ms Prachiti Phatak ( M.Com, CFA(ICFAI), MS - FINANCE (ICFAI)) started her career as an equity research analyst and has also been a professor of finance in MBA colleges before she joined her father Mr Prakash B Sathe in his business of investment consultancy.
Our Services
Whenever you think of making investment, three things should come on top of your mind – Risk Profiling, Products and Asset Allocation
Read MoreTax planning involves optimizing your wealth creation and protecting your health, life and assets while aligning all these with existing provisions in our tax laws
Read MoreA mutual fund is a type of investment vehicle consisting of a portfolio of stocks, bonds or other securities. Mutual funds give small or individual investors access
Read MoreInsurance is an important risk management tool that can protect you and your family from financial hardship caused by unfortunate events. We work with you to identify your risks
Read MoreLife insurance is a contract between an insurance policy holder and an insurer, where the insurer promises to pay a designated beneficiary a sum of money
Read MoreWhy should we make a Will? We all are busy in creating wealth – for our consumption, to buy assets like real estate, car, electronic ,gadgets etc, to achieve financial goals
Read MoreFINANCIAL CALCULATORS
Secure your future through systematic investment
Secure your future through systematic investment
KNOWLEDGE AND LEARNING
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OUR HAPPY CLIENTS
Anand Nafday,
General Manager (NABARD) (Retired)The Investment plans suggested by Green Folios have worked well with me. Prachiti is a digital, financial technocrat and is studious about the various aspects of stock market and Indian economy. Her explanation about an investment is pointed, focused and yet lucid. She has a bright future
- (VARA Infotech) (Retired)
Amol Phadke Deputy General ManagerI have known Mrs Prachiti Phatak for the past 5 yrs. I get the personalized service that I was expecting and that makes me extremely happy. Green Folios has been handling my personal investments in Mutual Funds and also given advice on the other investments. It is always a great feeling to know that your money is in safe hands. I strongly recommend her services. I wish her all the best.
Rahul Yeole
- Design EngineerI have been using the service from Green folios for about a year. It is very time-consuming & stressful to study funds on your own, especially with a high workload from corporate life.
By investing through this firm, I get a very clear idea about my investments and their risk, which makes it easier to decide where to invest next and I can focus on my work without worries.
I'm very happy with the service I get and strongly recommend it, especially to those not from a finance background."
Shweta Dnyate
Entrepreneur Rhythmofy Music LLPWe had been thinking about investing in Mutual funds since a few years but didn't have any proper information and guidance. Got to know about Green Folios from a reference and we were provided with the right guidance at every step which helped us finally invest in Mutual funds. All the funds suggested have shown a good growth. We are very happy with the service provided by them. Prachiti is always there to help us if we have any doubts. Thank you very much for giving us the right direction!
Ramesh Tulse (Tenon fm)
(Multi skilled technician)Prachiti stands for (P)ositive attitude, (R)esponsive, (A)ffirmative, (C)lever, (H)onest, (I)ntelligent, (T)alented, (I)ntegrious.
She is very quick at response and gives the best financial solution. She not only suggests the best fund but also gives multibagger return ideas
Sanket P Sathe
Head of Audit and Risk - Fiat ChryslerPrachiti has been excellently managing all my investments for the past few years. Her deep analysis of fund management helps me to build a good corpus which is essential for post retirement. I keep on reaching out to her whenever I have any query. She guides well on switch in and switch out of funds. I strongly recommend to utilize her services. Mutual Funds and SIP sahi hain !
Snehal Rajadhyaksha.
Teacher (Paranjape Nursery School)Green Folios has been a one stop solution for my financial planning. The best financial advisors I came across. Very knowledgeable, polite, dedicated, trustworthy and gives prompt timely service. I am very satisfied and appreciate all the help. Highly recommended for financial growth