Patel Investments was commenced in the year 2004 with the sole motive of delivering unbiased financial Services in the areas of Mutual Funds, Term Insurance, Health Insurance, Life Insurance, General Insurance, Company FD’s, along with an outsourced Will Drafting service. With the personalized & customer-centric approach towards the complex financial matters (desired life goals, marriage, children’s education, house, retirement plans); we assist our clients with the goal-based, honest, and long-term financing plans consequently widening the intellect of assets for their dream future. Currently, 554 families are allied with the Patel Investments on account of our unwavering technologically driven and structured processes.
Our mission is to help our clients make smart investment and financial decisions through professional relationships based on uncompromising integrity, trust, and personalized service. We accomplish this mission by offering holistic, comprehensive advisory services to help clients prioritize and attain their life goals.
Our sole purpose is to help our clients arrange their financial affairs in an efficient and effective way, to preserve their capital and obtain risk-adjusted returns consistent with their financial objectives, and, most importantly, provide them with financial freedom
PATEL INVESTMENTS Established In 2004 By JAGDISH KAKADIA With The Prime Objective Of Providing the Best Investment & Insurance Services To The Clients.
PATEL INVESTMENTS
212 - Planery Arcade,
Nr. Bombay Petrol Pump,
Gondal Road, Rajkot-360002
+91 98 255 85174
+91 93 777 85174
+91 95 869 86496
Copyright © Patel Investments. All rights reserved. | Designed & Developed By : www.anchoredge.in