( Founder )

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 commitment to excellence in financial advisory is demonstrated by our certifications in Mutual Fund Distribution, Insurance Advisory, and Financial Planning, coupled with our ability to cater to a diverse client base. With the support of a dedicated team designed bespoke solutions and vigilant market analysis, we ensure our clients are well-positioned to realize their goals we have established a robust platform for our clients to navigate their financial journey with confidence and clarity, ensuring their aspirations, from retirement planning to legacy creation, are met with unwavering dedication and strategic insight.