About Us

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About Us

About Us

With 32 years of rich experience in Financial Services & Training, we at PATEL Global Finserv (OPC) Private Limited , previously known as PATEL Financial Services, bring forward our expertise by consistently delivering Optimum Returns & Value-added services to our investors and trainees in India and now extended our services at Global level like Canada, UK, USA, Singapore, Dubai, Australia.

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 Family Financial Goals 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 protect and grow Investor’s Wealth. We manage Investor’s Mind (Emotions) & Money (Investment)

We, at PATEL Global Finserv (OPC) Private Limited, 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.

Know India’s 1st Certified Financial Guardian
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Our Vision

"To Become and Remain the most respected A Financial Hub"

Our Mission

"To provide professional and ethical Financial Services to our investors and to Train and Develop professional financial advisors."

Our Values

Client Focused

Our firm was built on serving and satisfying clients, and meeting our clients needs is always our No. 1 priority.

Integrity always

We uphold the highest standards of integrity and stand behind what we say and do. We know that trust must be earned continually, and are committed to transparency in our financial disclosures.

Excellence in all we do

When we execute with excellence, success naturally follows. We provide world-class service and innovative product services and are personally accountable for delivering results and maintaining the highest quality.

Respect for individuals and for the communities in which we live and work

We respect each other, value diversity and work as a team to meet our goals. We value our people, encourage their development and reward their performance.