Mr. Swapnil Bharat Patil โฏโโฏZerodha Partner in Kamothe, Navi Mumbai
Zerodha โ Mr. Swapnil Bharat Patil | Trusted Investment Partner in Kamothe, Navi Mumbai
๐ Address: Shop No. 2, Mhaskar Niwas, Plot No. 99, Sector โ 21, Panvel, Kamothe, Navi Mumbai โ 410209
๐ Phone: 080 4719 2020, 080 7117 5337
๐ Business Hours: MonโSat: 09:00 AM โ 06:30 PM, Sun: Closed
Situated in the vibrant Sector 21 of Kamothe, Zerodha โ Mr. Swapnil Bharat Patil is an ideal destination for investors and traders seeking expert financial solutions in Navi Mumbai. As a licensed Zerodha partner, Mr. Patil brings a wealth of knowledge and hands-on experience to help clients navigate the financial markets with confidence. Offering a combination of stock broking, IPO investment guidance, and insurance planning, this office is a complete hub for both short-term opportunities and long-term financial security.
With an emphasis on transparency, technology, and trust, Mr. Patil supports everyone from first-time investors to active traders in building smarter portfolios. His personalized consultations, backed by Zerodhaโs tech-driven platforms, ensure every client receives practical, actionable financial solutions tailored to their needs.
๐ Stock Broking with Precision and Support
Zerodhaโs award-winning Kite platform is central to the stock trading experience here. Mr. Patil provides full onboarding support for new clientsโexplaining how to analyze charts, set up watchlists, place different types of orders, and manage risk.
He also supports clients with stock selection strategies, basic technical analysis, and maintaining discipline in intraday and positional trading. With zero brokerage on delivery and nominal charges on intraday, clients enjoy cost-effective access to India’s stock exchanges.
๐ฆ Seamless IPO Application Assistance
Initial Public Offerings (IPOs) can be a great way to invest in growing companies. At this branch, Mr. Patil simplifies the entire IPO investment processโfrom explaining upcoming issues and eligibility to guiding clients on bidding through Zerodhaโs UPI-enabled platform.
Whether youโre applying for a retail allotment or just beginning your IPO journey, his transparent, step-by-step guidance ensures that you’re never overwhelmed by the process.
๐ก๏ธ Insurance for Complete Financial Protection
Beyond investment, Mr. Patil emphasizes the importance of risk protection through life and health insurance. Whether you’re a salaried individual, small business owner, or family man, he tailors coverage plans that fit your income, lifestyle, and financial priorities.
His insurance recommendations arenโt product-pushedโtheyโre integrated into your broader financial strategy, helping secure your assets while offering long-term tax benefits.
Why Choose Zerodha โ Mr. Swapnil Bharat Patil in Kamothe?
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โ Personalized financial consultation from an experienced Zerodha partner
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๐ข Convenient location in Sector 21, Kamothe โ ideal for Panvel & Navi Mumbai residents
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๐ Support for stock broking, IPOs, and insurance in one place
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๐ป Fully digital onboarding with Zerodhaโs Kite and Console platforms
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๐ฌ Friendly and prompt customer service both in-person and over phone
With a reputation for client-focused service and in-depth financial knowledge, Mr. Patil helps you take control of your financial journeyโwhether youโre investing โน500 or โน5,00,000.
FAQs
โ Can I apply for IPOs through Zerodha with Mr. Patil’s help?
Yes, Mr. Patil will assist you with the entire IPO application process through the Zerodha Console or UPI, making it simple and paperless.
โ Is this location beginner-friendly for stock market newcomers?
Absolutely. Mr. Patil provides hands-on assistance for account setup, platform usage, and even basic market education.
โ Does this branch help with insurance planning?
Yes, youโll receive assistance in choosing suitable life and health insurance policies that complement your financial goals.
โ Is walk-in consultation available?
Yes, walk-ins are welcome during business hours, though you can also schedule an appointment for a more detailed session.
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