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. His experience & guidance in this field has always provided the required learning for her. Also Ms Prachiti Phatak's research knowledge and the teaching experience has been a great combination in making people understand the basics before they invest.

As time went by we have emphasized our focus on technology and ease of access of services at fingertip. We offer all our clients individual login facilities to view their dashboard anytime, anywhere. We keep them updated throughout, without fail. We are present in web as well in mobile devices. We handhold you to understand reports and analysis of your investments insurance and other products and at the same time guide you for further actions that need to be taken. We keep transparency throughout our services. Our most valuable asset is you and your faith in us. We value that above everything. We always look forward for serving all our clients with increasing efficiency, every day, each hour.