We are Ideal Investments

Ideal Investments is on its mission to transform financial life of individuals and families. This journey is from financial worries to financial freedom, from chaos to order, from average financial life to excellent financial life, from frown to smile, from dream to goal & from goal to reality. This journey is full of discovery, discipline and doings. Our beginning was modest, and now more than 200 families, in India and abroad, are with us, stepping in unison, with confidence, towards a brighter and happier tomorrow.

Our Areas of Expertise

Financial Calculators

online mutual fund investment platform

Secure your future through systematic investment

Select your goal and calculate how much you need
to invest!

SIP Wealth creation
Child Education
Child Marriage
Retirement Plan
Dream Vacation Plan
Dream House Plan

Testimonials

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book

Sam
Deputy General Manager

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book

Sam
Deputy General Manager

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book

Sam
Deputy General Manager

Pradnya has been meticulously investing my money and monitoring the investments. I am extremely happy as I get the personalized service that I was expecting. It is a great feeling to know that your money is in safe hands. I strongly recommend her services. I wish her all the best for the new endeavor.

Sam
Deputy General Manager

Well! When I think of Investing I think of PAT financials, purely due to service levels and customized portfolio offerings as required to fulfill my investment requirements. I can trust the PAT due to proactive measures for any good investment offerings that PAT provides us. Thanks to Pradnya for all the good work she has done in multiplying my wealth. God bless her! P – Proactive. A – Accurate. T= Timely Services that’s was PAT stands for.

Sam
Deputy General Manager

I trust PAT Financial Planning. I appreciate the personalized portfolio management services provided by Pradnya. I feel more secure since the investments are made based on my requirements for Retirement, Child’s education balancing with liquid investments to meet contingencies. I am associated with Pradnya since 2012 and it has been a wonderful journey in achieving the desired returns on investments along with capital appreciation.

Sam
Deputy General Manager