About Company
Welcome to PATEL Global Finserv (OPC) Private Limited , your trusted India’s 1st Certified Guardian Company in India. We understand that your financial journey is more than just numbers; it's a story of dreams, aspirations, and the legacy you want to leave behind. At PATEL Global Finserv (OPC) Private Limited , we are driven by the belief that everyone deserves a secure and prosperous future.
Our journey began with a simple promise: to empower every individual in India to achieve their financial goals and protect what matters most. We know that life's uncertainties can be overwhelming, but with the right guidance and support, you can navigate them successfully.
Our dedicated team of financial experts is committed to providing you with the best guidance and services tailored to your unique needs. We take pride in the relationships we've built with our clients, and their success stories inspire us every day.
In a rapidly changing world, we remain steadfast in our dedication to helping you secure your financial future. Your dreams are our top priority, and your trust is the cornerstone of our service.
Join us on this journey towards your financial freedom. Let's create a future that's not just financially sound but also peaceful. Together, we can turn dreams into reality.
Our Services
Investment pools combining funds from multiple investors to diversify portfolios in stocks, bonds, or other securities, managed by professionals.
Read MoreNational Pension System (NPS) is a government-backed retirement savings scheme fostering financial security through systematic contributions and strategic investments.
Read MoreFixed deposits are low-risk investments with fixed interest rates, while bonds are debt securities offering regular interest payments and return of principal.
Read MoreTangible assets like homes, land, or properties, serving as investments for potential income and appreciation.
Read MoreSpecialized financial services meticulously designed to address investment, banking, and regulatory needs for Non-Resident Indians (NRIs) in India.
Read MoreCash is one of your most important assets and should be managed efficiently to support your growth and financial strength.
Read MoreIn today's competitive and rapidly changing world, we face a lot of financial uncertainties. The employment and business opportunities...
Read MoreTax Services may seem like a tedious exercise requiring lot of efforts that may make an ordinary investor nervous at the first glance.
Read MoreAs human beings, there are hardly any stronger aspirations than providing the best of everything for your children.
Read MoreEvery person wants to live an independent life even after the retirement. If you too have this wish then retirement planning should be on your priority list.
Read MoreWhy Us
We offer financial Product to meet your short and long-term financial goals. We also offer product which takes care of your liquidity and tax requirement.
Professional advice can make a significant difference at every stage of your life. Our advisers are highly qualified with loads of experience in personal finance & wealth management.
We provide end to end support; from on boarding client till Investment execution. Investment is a dynamic process and we provide the required support.
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