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.
We have established ourselves as a dependable and expert group as far as insurance and investments are concerned. We offer personalised financial planning and wealth management services as we strongly believe that like you, your financial needs and aspirations are also unique and that needs to be addressed correctly. Designing, implementation and review are fundamental to all the services that we offer. To us all our relationships with clients are long term – forever. We consider our clients as an extended family.
As time went by we have emphasized our focus on technology and ease of access of services at fingertip. We offer all our clients individual login facilities to view their dashboard anytime, anywhere. We keep them updated throughout, without fail. We are present in web as well in mobile devices. We handhold you to understand reports and analysis of your investments and insurance and at the same time guide you for further actions that needs to be taken. We keep transparency throughout our services. Our most valuable asset is you and your faith on us. We value that above everything.