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About Company

Who We Are

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

Our Financial Services


Why Us

Why Choose PATEL Global Finserv (OPC) Private Limited

  • 01
    One Stop Financial Solution

    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.

  • 02
    Professional & Unbiased Advice

    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.

  • 03
    End To End Support

    We provide end to end support; from on boarding client till Investment execution. Investment is a dynamic process and we provide the required support.

Power Of

Systematic Investment Plan

Money Per month(₹)
Interest Rate(%)

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Market Watch

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Latest Updates


Using a structured investment plan like SIP to invest in mutual funds has become quite popular. Continue reading to l


Investors have a wide range of options to choose from when it comes to making investments, such as debt v/s equity, a

Get Advisor's Advice.

How to begin?

Very simple,we start by fixing an appointment online as well as offline.

  • Understanding yours and yours family’s financial needs.
  • Understanding yours risk appetite and time horizon.
  • Will give u advice about the investment products according to your risk appetite and financial needs.


Our Investor Says


I see PGF, a professional Financial Servicing Firm, which has absolute passion for the subject of financial planning and investment.
As a financial advisor with large overgrowing clients as she believes in performance, service and a long track record. And his firm as my sole investment advisor.

Darshan Desai



“PATEL Global Finserv (OPC) Private Limited. provides real time solution to build my wealth. PGF adopts a Pragmatic, Attentive and Personal approach and helps in building my wealth. PGF put their clients’ interests first – I’d happily recommend her to anyone wanting a holistic personalised service.”

Hemang Mehta

Company Secretary


Excellent research & financial analysis Financial Advisor before making investment decisions. You always explain everything thoroughly and I never feel uncomfortable asking questions or expressing an opinion.

Rakesh Gandhi

Chartered Accountant


Choosing PGF as our financial advisor has been one of the most sound decisions we have ever made! His relentless efforts to constantly study the market and upgrade his understanding of the same - to ensure that his clients reap fruits on their hard earned money is commendable. Along with this, as a client, one is also deeply influenced by his earnest efforts, his infectious habit of saving, supported by his pure faith and confidence in his knowledge about the market and its ups & downs. All that one has to do as a client is to trust him immensely and all is done! Wishing him success and growth - as always!

Anjali Hardikar

Socio - Emotional Counsellor


“I am absolutely delighted with your service. It is really refreshing to work with PGF who is truly interested in their client’s needs, circumstances and preferences. What really impressed me was the way you took the time to get a feeling for where I was at, your depth of knowledge, lateral thinking and your common-sense approach. Your professional, ethical and caring demeanour elicits my trust and respect and I gladly recommend your services whenever possible.”

Vedant Patel



Your professional, ethical and caring demeanour elicits my trust and respect and I gladly recommend your services Whenever & Wherever possible, Though I am in London, I am tension-less of my money and management of my hard-earned money as PGF is ethically & professionally managing.

Hitesh Patel

( London – UK )


“Interest, knowledge and a genuine passion in achieving the best for clients is what sets apart a true professional Financial Adviser. PGF has this attitude and passion towards its clients and their financial goals. His dedication towards his clients, excellent knowledge and his financial education truly sets him apart and I would highly recommend PATEL Global Finserv (OPC) Private Limited. to anyone wanting to achieve the best financial advice & management”

Arpan Buch

Software Engineer


“Passion, knowledge and a genuine interest in achieving the best for Investors is what makes a truly professional Financial Advisor. PGF dedication to clients, business excellence and education sets her apart and I would highly recommend her to anyone wanting to achieve better financial outcomes.”

Jayesh Patel

GST Consultant


They took the time to understand my needs and then provided me with several options that ensured all my needs were met. The ongoing communication and quality of Online Investment services is superb and at a level rarely seen or experienced these days in the finance industry in India. I have very pleasant investment experience even I am in USA.

Nikunj Patel



PGF is a very relatable and trustworthy Financial Services Firm.She doesn’t push but does put things into perspective. I feel like I’m at least on the road now to comfortable retirement life and safety of myhard-earned money, I would highly recommend them and Thanks

Aashalben Mehta



“Experiencepersonal touch in guidance, his empathy towards individual’s needs, his ability to differentiate noise from chaos and guide his clients, helping them to understand the " market" through his lenses and benefits that you start reaping keeping faith ! It is not about commission, charges, or glossy reports that others share, send! @ PGF , you are guided gently for building your wealth creating dreams and viran helps you build them - step by step...Experience the difference- only at PGF”

Dhanesh Kumar Khatri

Retired ADM ( LIC of India )

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