patel Invest
  • Helping You To Grow Your Wealth

    We provide right product for your need

  • We distribute all financial products In line with your risk profile

  • Make your personal finance easy with us

    We build and review customized portfolio for you

ABOUT US

Patel Invest is One of the Best Service Provider For Life Insurance, Mediclaim and Mutual Fund Investment. Patel Invest Founder Name is Mr. Maheshkumar U. Patel and established in Palanpur City [Gujarat - India] since 2002.

Basically our Work is To Provide Good and True Advice or Best Suggestion To the Customer for the Mutual Fund Investment as well as Our Other Services. More than 1000 Customers are connected with Patel Invest and they are use and Invest Different Type of Company and Use Different Type of Services Like Mutual Funds, Insurance For Vehicle ,Insurance For Life, Medical Insurance , New Fund Offer and Other Financial Segment.

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OUR SERVICES

Investment Portfolio

Whenever you think of making investment, three things should come on top of your mind – Risk Profiling, Products and Asset Allocation.

Insurance Policies

Insurance is an important risk management tool that can protect you and your family from financial hardship

Wealth Basket

Wealth is an abundance of variable material resources. The meaning of wealth is not straightforward

Tax Optimization

Tax planning involves optimizing your wealth creation and protecting your health, life and assets

Targeted Investment

Making holistic investment choice is always preferred than making random investments. This can

Mutual Fund

A mutual fund is a type of investment vehicle consisting of a portfolio of stocks, bonds

FINANCIAL PLANNING TOOLS

Child Education
Child Wedding
Dream home
Dream Car
Dream Vacation
Retirement Planning
Custom Goal
SIP Calculator

CLIENT TESTIMONIALS

KNOWLEDGE AND LEARNING

Educational Video

Educational Video

Fundzbazar Registration

Important Links

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