Arani Patel is a Qualified Personal Finance Professional ® (Certificate No.: 8511) and AMFI-registered Mutual fund distributor. She has 6+ years of experience in personal financial planning, serving clients across India and abroad. Her expertise lies in handling large lump-sum investments and guiding individuals towards their overall financial well-being. She specializes in working with retired clients, helping them invest their large retirement corpus, and also serving high-income professionals such as doctors, engineers, and corporate professionals. She focuses on building lasting professional relationships founded on honesty, ethics, and trust. She prefers to work with clients who are serious about their financial well-being and passionate about investments to achieve their long-term financial goals through tailored, disciplined, and transparent services.
Practice at a glance
6
Years of Experience
40
Families Served
₹5
Crores Managed
Practice Details
Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:
Language Spoken:
Qualification Completed
QPFP – Qualified Personal Finance Professional
Licenses Held
AMFI Registered Mutual Fund Distributor
Education
Formal Education
BE – Bachelor of Engineering
Industry Education
NISM V-A – Mutual Fund Distributors Certification
Can help you to
Plan Complete Finances
Children’s Goals
Organize Financials
Buy a Home
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
Can help you buy / invest in
Fixed Deposits & Bonds
Other Insurances
Health Insurance
Global Investing
Life Insurance
Mutual Funds
Complimentary Services
Get any of the free services to experience working with Arani Hiteshkumar Patel.