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About Us

Compass Capital Plus FinServ is a trusted financial services firm dedicated to helping individuals, families, and professionals build long-term financial stability through disciplined and well-structured financial solutions.

The firm is led by Mr. Satyanarayan Patro, a finance professional with over 17 years of experience in Corporate Finance and 5 years of experience in Personal Finance. His strong corporate background brings a deep understanding of financial planning, risk management, and disciplined capital allocation, which forms the foundation of the firm’s client-centric approach.

Mr. Patro holds MBA (Finance), M.Com, PGDPM (Portfolio Management) qualifications and is also a QPFP (Qualified Personal Finance Professional). This blend of academic knowledge and practical experience enables Compass Capital Plus Finserv to offer structured, transparent, and goal-oriented financial facilitation services.

At Compass Capital Plus Finserv, we believe that successful financial outcomes are built over time through consistency, clarity, and informed decision-making. Our focus is on understanding each client’s financial goals and facilitating suitable solutions aligned with their long-term objectives.

We are committed to maintaining high standards of professionalism, transparency, and ethical practices while supporting clients throughout their financial journey.

Our Services

  • Company Profile
  • Mission & Vission
  • Why Choose Us ?

Compass Capital Plus FinServ is a trusted financial services firm dedicated to helping individuals, families, and professionals build long-term financial stability through disciplined and well-structured financial solutions.View More


Services
  • Financial Planning
  • Wealth Management
  • Insurance Planning
  • Tax Planning
  • Estate Planning
Product
  • Mutual Fund
  • Life Insurance
  • Health Insurance
  • General Insurance
  • Fixed Income Product
Goal based Planning
  • Child Education
  • Child Wedding
  • Dream House
  • Dream Car
  • Dream Vacation
  • Family Protection
  • Retirement Planning
  • Custom Goal
Contact Us
  • Address:
    J303 - PRASUN DHAM, CHINCHWAD, PUNE- 411033, MAHARASHTRA , INDIA
  • Email: contact@compasscapitalplus.com
  • Mobile: 9518341240
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