PATEL LIFE

PROVIDES FINANCIAL ADVISORY SERVICES

WE PROVIDE FINANCIAL PLANNING

Helping You To

GROW YOUR BUSINESS

Make Business Easy with us

Comprehensive Financial Advice And Financial Services That Are Tailored To Meet Your Individual Needs.

About Our Company

We as PATEL LIFE incorporated in the year 2004 and at present having 700+ satisfied clients. We will help clients to achieve their financial goals with effective and smart investment planning. We are AMFI (Association of Mutual Fund of India) Certified Mutual Fund Distributor. We use our complete knowledge of Insurance, Tax Planning, and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals. Our core purpose is to provide fast track financial solutions & thereby make people enjoy a secured retirement life.

Wealth Management

Through proper asset allocation and risk analysis we help you to create ideal portfolio to grow your money at desired rate. Products are chosen from all asset classes - equity, debt, property, gold etc.

Financial Planning

It is the process of meeting your financial goals through the proper management of your finances. Along with planning, implementation and review of the same is equally important.

Tax Planning

Tax planning is the analysis of one's financial situation from a tax efficiency point of view so as to plan one's finances in the most optimized manner. Tax planning allows a taxpayer to make the best use of the various tax exemptions.

Mutual Fund

This single category of product can fulfill your needs for liquidity, safety and growth. We help you to select right mutual fund schemes from the choices available.

Insurance

Getting yourself protected from unknown risk should always be the first priority. How to get yourself, your family and your assets protected - we tell you that. We also help you to buy right insurance products - be it life, health or general.

Retirement-Plan

Regardless of your age, it is never too early or too late to begin looking after your money. Visions of retirement vary from person to person and include such things as relaxing full time, travelling, pursuing a hobby and maybe even working part-time.

SIP Wealth Creation

To Calculate Click here

Child Education

To Calculate Click here

Child Marriage

To Calculate Click here

Retirement Plan

To Calculate Click here

Dream Vacation

To Calculate Click here

Dream House

To Calculate Click here

What our Clients Say

Mr.Mahesh Patel is a sincere ,thoughtful and professional wealth planner.Throughout the whole period of working together,the advice that he has provided was always well organised and straight to the point.There was no fluff and everything was transparent.Not only were his comparison through and detailed,he uses clear strategies which always gives us very helpful suggestions on what we should and should not do.

Prof. Manish D Patel
Visnagar

I met Mr Yogesh Gujarathi during his Investor Awareness Programmeconduct by Shri Yog Securities in Sep 2015 for first time.

My investments unorganized in my financial part. After this I got services from him and move physical to digital with e-investing and having extremely useful guidance from him which helped me to well organize at all in financial goal planning.

Rahul Padhye

PROVIDES FINANCIAL ADVISORY SERVICES

Helping You To

Make Business Easy with us

About Our Company

Our Services

Wealth Management

Financial Planning

Tax Planning

Mutual Fund

Insurance

Retirement-Plan

Financial Calculators

SIP Wealth Creation

Child Education

Child Marriage

Retirement Plan

Dream Vacation

Dream House

What our Clients Say