We Are A Full Service, End to End, Wealth Management Firm
Paterson is one of India’s oldest and most trusted names in wealth management, serving generations of investors since 1935. Over the decades, we’ve evolved from a broking firm to a full-spectrum financial partner, helping clients grow, preserve, and manage their wealth with care and conviction.
Today, our services span portfolio management, estate planning, bespoke investment advisory and literally, anything and everything within the financial planning domain all under one roof. Whether you are navigating a major liquidity event, seeking a better way to plan your retirement or simply aiming to grow your portfolio, we bring clarity and intention to every move.
At the heart of it all is our belief that wealth isn’t just about numbers, it’s about people. We don’t believe in one-size-fits-all solutions, templated reports, or transactional relationships.
We call it “It’s Personal” — a philosophy that guides how we listen, advise, and act. Because behind every portfolio is a person. And behind every person is a purpose we take seriously.
Over the decades, Paterson has grown not just in scale, but in purpose.
From day one, our mission has been simple: to earn trust, act with integrity, and put our clients’ interests before our own. That mindset has helped us weather markets, cycles, and entire eras of change, while always staying grounded in our values.
As we step into the future, our focus remains unchanged: build meaningful relationships, manage wealth with responsibility, and do right by those who place their faith in us.
— Mr. M. Amarnath, Managing Director | Paterson
