Welcome To Patel Investments

Patel Investments Is Trusted & Leading Financial Products Distributor Firm Since 2003. With More Then Twenty Years Of Rich Experience In Financial Products Distribution.
Our Assets Under Management Is 450+ Cr. With happy & satisfied Investors More Then 5000+.

Our Services & Products

Mutual Funds

Mutual funds are a type of certified managed combined investment scheme that gathers money from many investors to buy securities.

Insurance

Insurance is a contract of indemnity ie. The insurer agrees to pay the insured a certain sum of money either on the ..

Tax Planning

Paying taxes is our duty – definitely (and statistically) not one of the peoples’ favorites. Almost every salaried man groans ..

Fixed Deposit

Fixed Deposits are deposits where a particular sum of money is invested for a fixed duration. The duration of Fixed Deposits is flexible.

PMS

Portfolio management is the art and science of selecting and overseeing a group of investments that meet the long-term financial ..

AIF

Other than the traditional modes of investment of equities, fixed income, and cash, through Alternate Investment Fund ..

GIVE SHAPE TO YOUR INVESTMENTS....

Financial goals are the priorities and targets you set for how you want to spend and save your money. They aren't one size fits all, because everyone has different priorities. However, if you don't set your financial goals, you'll probably be left wondering where all your money went. Importance of Setting Goals.

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