PATEL INVESTMENTS Established in 2004 by JAGDISH KAKADIA With the Prime Objective of Providing Best Investment & Insurance Advice to the Clients. Started With Mutual Fund and Insurance Today We Are 360 Degree Investment Advisory Offering Services Primarily in Mutual Fund, Life Insurance,general Insurance, Health Insurance,bond,fd,loan, Portfolio Management Services,. We Are Authorised Financial & Insurance Planner and Pioneer in Writing Full Financial Plan for the Clients Like Investment Plan, Retirement Plan, Children Education Plan, Children Marriage Plan Etc.
“PATEL INVESTMENTS Established In 2004 With The Prime Objective Of Providing clarity about investments and to make our clients aware of what a big chunk of information comes from our professional qualifications.”
PATEL INVESTMENTS
212 & 223 - Planery Arcade,
Nr. Bombay Petrol Pump,
Gondal road & Dhebar road,
Rajkot-360002(Gujarat)
+91 98 255 85174
+91 93 777 85174
+91 95 869 86496
Copyright © Patel Investments. All rights reserved.
Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments.
AMFI Registered Mutual Fund Distributor – ARN-39299 | Date of initial registration ARN – 08-Apr-2006 | Current validity of ARN – 28-Jan-2026
Grievance Officer- Jagdish L Kakadia | kanaiya_ent@yahoo.co.in
Important Links | Disclaimer | Disclosure | Privacy Policy | SID/SAI/KIM | Code of Conduct | SEBI Circulars | AMFI Risk Factors