With 25 years of rich experience in Financial Services, we at PATEL Financial Services, previously known as PATEL Financial Solutions, bring forward our expertise by consistently delivering Optimum Returns &value-added services to our investors and trainees.
We are Financial Services & Training Enterprise, registered as Micro & Small Medium Enterprise MSME under Govt. of India.
We have excelled by understanding our Investors Situations and Financial Goals considering risk tolerance, return expectations, time horizon, Life Cycle Stage and Wealth Cycle Stage, we provide the best financial suggestions using Proper Asset Allocation and Optimum Diversification strategies to enable our investors to fulfil their financial target at the right time with right amount.
We construct and design client portfolios in a very professional manner considering Inflation, Taxation and risk-adjusted return to help our investors to enjoy financial security and prosperity throughout their lifetimes.
We, at PATEL Financial Services, provide also the best financial training and developing the professional Independence Financial Advisors-IFA to get tremendous success in their professional field.
We are not teachers but quality trainers to enrich in-depth and practical training which will sharper them to achieve their desire goals of their life.
We are committed for your Accumulation, Preservation and Growth of your Wealth. We are with you for financial services from Child stage to Retirement Stage.
"To Become and Remain the most respected A Financial Hub"
"To provide professional and ethical Financial Services to our investors and to Train and Develop professional financial advisors."