We hope for an amazing journey with you!

Wel come to Patel Investments..

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Welcome to Patel Investments

Patel Investments was commenced in the year 2004 with the sole motive of delivering unbiased financial Services in the areas of Mutual Funds, Bond, Term Insurance, Health Insurance, Life Insurance, General Insurance, Company FD’s, along with an outsourced Will Drafting service.

Our services

Suitability Check

It is the process of meeting your financial needs through the proper check of your Suitability

Insurance Planning

Insurance is an important risk management tool that can protect you and your family from financial hardship

Tax Planning

Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance

Estate Planning

Create a legacy that provides for your family, supports the causes and charities you care about, and maintains your values..

Risk Management

Risk management is the identification, evaluation, and prioritization of risks followed by coordinated and economical application

Wealth Management

Basically wealth is an abundance of variable material resources. The meaning of wealth is not straightforward. Wealth is basically..

We are Mutual Funds & Insurance Distributor

Team of Distributor to help you resolve your Assets with ease, and make your Assets grow faster. We are specialised in,

  • Mutual Fund Distribution
  • Financial Services
  • Insurance Need Analysis

we assist our clients with the Appropriate 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.

GIVE SHAPE TO YOUR INVESTMENTS.....

Use these financial calculators to help make decisions such as - Here's how to help reduce your money stress and get motivated to take control of your finances: Identify your stress points. Give it a positive spin. Be realistic. Make the most of your income. Small steps are key. Keep yourself honest.

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