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Years of Experience

35+

ABOUT US

About PATEL Global Finserv (OPC) Private Limited

At PATEL Global Finserv (OPC) Private Limited, previously known as PATEL Financial Services, we bring over 35 years of experience in serving investors with trust, commitment, and discipline.

We specialise in mutual fund distribution and focus on helping investors build long-term wealth through a thoughtful and disciplined approach to mutual fund investing. Our efforts are directed towards supporting investors in working towards important life goals such as children's future, retirement needs, and long-term wealth creation.

We believe that successful investing is driven not only by choosing suitable mutual funds, but also by maintaining patience, consistency, and emotional discipline through changing market conditions. That is why we focus on understanding each investor's financial requirements, time horizon, and risk appetite before supporting them in their investment journey.

We are committed to helping investors protect and grow their wealth through disciplined mutual fund investing. We also believe that investor behaviour plays a vital role in long-term success, and therefore we encourage clarity, stability, and commitment during all phases of the market.

At PATEL Global Finserv (OPC) Private Limited, we value long-term relationships built on trust, transparency, and responsible service. Our objective is to provide a professional and investor-focused experience that supports clients from their first SIP to their long-term wealth creation journey.

PATEL Global Finserv (OPC) Private Limited is registered as an MSME under the Government of India and is also recognised under Start-up India.

35+ Years of Experience

Proven track record of success and stability in the financial sector.

Wealth-Building Focus

Committed to helping clients achieve long-term financial growth.

Years of Experience

Happy Investors

Happy Families

Trusted by

Generations of Investors

About Us

Our Mission, Vision & Values

Discover what drives us forward — our mission to empower, our vision for the future, and the values that define every step we take.

Mission

To provide ethical mutual fund services, support disciplined investing, and help investors build long-term financial growth with clarity and consistency.

Vision

To become a trusted mutual fund distributor known for simplicity, transparency, and helping investors achieve long-term financial goals with confidence.

Values

Integrity, client focus, transparency, disciplined approach, continuous learning, and commitment to helping investors stay consistent, informed, and focused on long-term growth.

Viran Patel

( Managing Director & CEO )

AMFI-Registered Mutual Fund Distributor

Profile Summary

With over 35 years of experience in financial markets, Viran Patel brings deep expertise in mutual fund distribution, risk assessment, and structured, goal-linked investing. His approach is rooted in discipline, clarity, and helping clients make informed decisions aligned with their long-term financial goals.

Education & Certifications

Academic

AICMA (Cost & Management Accountant), M.Com. (Accounts & Finance), and Diploma in Taxation Practice.

Market Certifications

NCFM and NISM modules completed, including Financial Market, Debt Market, Investment Analysis & Portfolio Management, and Option Trading Strategies.

Mutual Fund & Market Exposure

Mutual Fund Distributor Module, NSE Certified Market Professional - Level 1, Rebalance Volatility Certified Course, and NISM XXI-A certification for PMS exposure.

Other Credentials

Certified Personal Financial Advisor and SEBI Investment Advisor - Level 2 certification examination exposure as mentioned in the original profile document.

Experience & Leadership

Managing Director & CEO, PATEL Global Finserv (OPC) Private Limited
Recognised as India’s 1st Certified Financial Guardian
Registered under MSME (Government of India) and Start-up India
Successfully trained 5000+ Insurance Professionals
Gained 8+ years of experience in a Chartered Accountant firm

Personal Interests

Traveling, athletics, reading financial books, and continuous learning in investments and markets.

Mr. Mitul Darji

Senior Relationship Manager

Profile Summary

A trusted and dedicated professional, committed to providing seamless support throughout your Mutual Fund investment journey.

From investment initiation to ongoing service and withdrawal assistance, he ensures a smooth and hassle-free experience for every investor.

Associated with PATEL Global Finserv (OPC) Private Limited since inception, he brings valuable experience along with exposure in a Chartered Accountant firm.

Always available to assist you with prompt and reliable service.

📞 +91 98257 84494 📧 mitulkrishna83@gmail.com

Our Partners

Trusted by India’s Leading Financial Institutions

We collaborate with reputed and reliable financial partners to provide our clients with the best long-term value.

Start Your Disciplined Investment Journey Today

Connect with us to explore Mutual Fund investment options suitable for your long-term goals.

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