ABOUT US
At Patel Ventures, we specialize in crafting customized investment strategies for Ultra High Net Worth Individuals (UHNIs) and High Net Worth Individuals (HNIs), with a focus on comprehensive financial planning. Our approach integrates wealth management services and NRI services, ensuring a personalized experience that aligns with our clients' unique financial goals. With over 20 years of experience in the industry has honed my ability to provide growth-oriented solutions and wealth preservation tactics.
OUR SERVICES
Investment Portfolio
Whenever you think of making investment, three things should come on top of your mind
Insurance Policies
Insurance is an important risk management tool that can protect you and your family from financial hardship
Wealth Basket
Wealth is an abundance of variable material resources. The meaning of wealth is not straightforward.
Tax Optimization
Tax planning involves optimizing your wealth creation and protecting your health, life and assets
Mutual Fund
A mutual fund is a type of investment vehicle consisting of a portfolio of stocks, bonds or other asset classes.
Targeted Investment
Making holistic investment choice is always preferred than making random investments. This can be achieved
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