Paterson is a full-service wealth management company that combines the wisdom of seasoned investment professionals with a disciplined, research-first approach to building long-term wealth.

Founded in 1935, Paterson serves high-net-worth individuals, families, and institutions across India, offering integrated solutions in stock broking, portfolio management, investment advisory, and personalised financial planning.

While our clients focus on their lives, careers, and businesses, we work behind the scenes to help protect and grow their wealth with conviction, clarity, and care.

We deliver:

Custom-built portfolios backed by rigorous research and decades of experience.

Curated stock and index strategies across short, mid, and long-term horizons.

Continuous monitoring and timely rebalancing based on market conditions and client objectives.

Deep, trusted relationships led by client-first advisory teams.

At Paterson, we combine legacy with agility, blending over nine decades of trust with a new generation of digital-first tools, insights, and execution strategies.

We’re not just building portfolios.
We’re helping build financial legacies.

Paterson

Amarnath Maitreyan

This department focuses on analyzing equity investments and managing portfolios to optimize investment strategies.

Equity Research and Management

This department manages and coordinates internship opportunities and experiences for students during the summer.

Internship Program

This department is responsible for analyzing data to provide insights and support decision-making processes.

Data Analytics

This department focuses on managing portfolios and providing investment strategies for high-net-worth clients.

Wealth Management

This department provides strategic direction and oversight for the organization.

Executive Leadership

This department oversees the management and coordination of freelance resources to support various projects and initiatives.

Paterson

Org chart

Teams

Equity Research and Management

Internship Program

Data Analytics

Wealth Management

Executive Leadership

Freelance Operations

Offices

Paterson

Org chart

Teams

Equity Research and Management

Internship Program

Data Analytics

Wealth Management

Executive Leadership

Freelance Operations

Offices

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