Paterson Securities Pvt. Ltd.

Overview

Paterson Securities Pvt. Ltd. is one of India's oldest stockbroking firms, established in 1935. The company is primarily engaged in securities broking in the Indian capital market, holding memberships with both the National Stock Exchange and the Bombay Stock Exchange. Additionally, it offers Portfolio Management Services (SEBI registered), investment advisory services, depository services through CDSL, and distribution of mutual fund and insurance products. Over the years, Paterson has built a diverse client base that includes leading financial institutions, major corporate groups, high-net-worth individuals, and a large retail investor community. The firm's investment strategy encompasses a wide array of asset classes, including equities, fixed income, mutual funds, insurance, derivatives, and exchange-traded funds (ETFs). It caters to various investment stages such as growth, late stage, pre-IPO, buyout, turnaround, and distressed situations. Geographically, Paterson focuses on the Indian market, serving clients across the country. The company operates in multiple industries, including financial services, investment advisory, portfolio management, depository services, mutual funds, insurance, derivatives, and ETFs. Paterson Securities has a legacy of over 90 years in the industry, demonstrating resilience and adaptability through various market cycles. Its commitment to providing a comprehensive suite of financial services has solidified its reputation as a trusted partner for investors seeking diverse investment opportunities in India.

Investment Focus

• KYC Compliance
• Risk Assessment