A Child Future Assessment is a financial evaluation to plan for your child’s long-term needs, including education, healthcare, and future goals. It helps parents estimate the funds required and create a roadmap to secure their child’s growth and development.
🎓 Education Planning – Tuition, books, study abroad, and more
🏥 Healthcare Needs – Medical expenses, insurance, vaccinations
💰 Savings & Investments – Reviewing funds to support future milestones
📊 Budgeting – Day-to-day expenses and long-term planning
🛡️ Insurance Coverage – Protection through health & life insurance
🎯 Higher Education & Career Goals – Planning for college and beyond
📝 Estate & Legal Planning – Guardianship, wills, and asset distribution
🔄 Review & Adjust – Ongoing updates to meet evolving needs
📈 Take proactive steps today to build a secure and successful future for your child.
🌟 Your child’s dreams deserve a solid financial foundation.
“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
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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
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