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Jigish Patel

JP Financial•Mumbai,MH

Vaswani Chambers, Dr Annie Besant Rd, Municipal Colony, Worli Shivaji Nagar, Worli, ,

Mumbai, MH, 400030

Vaswani Chambers, Dr Annie Besant Rd, Municipal Colony, Worli Shivaji Nagar, Worli, , Mumbai, MH, 400030

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About

I help busy Senior Corporate Executives to create inflation-beating consistent cash flows so they can enjoy the same lifestyle throughout their lives without the fear and worry of running out of money

Practice at a glance

Years of Experience

450

Families Served

₹100

Crores Managed

Practice Details

Min Monthly Investment: --

Min Lumpsum Investment: --

Nature of earnings:Commissions

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:Young Professionals, Senior Management, NRI / OCI, Senior Citizens / Retirees

Language Spoken:Hindi, Marathi, Gujarati, English

Qualification Completed

QPFP – Qualified Personal Finance Professional

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (Life)

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances

Children’s Goals

Organize Financials

Plan Retirement

Save Taxes

Build Wealth

Make a Will / Trust

Can help you buy / invest in

Fixed Deposits & Bonds

Global Investing

Mutual Funds

Home Loans

Loan Against Securities

PMS

SIF

AIF

Complimentary Services

Get any of the free services to experience working with Jigish Patel.

30 Minute Q&A — Ask Me Anything

Financial Goals Analysis

Financial Health Check-up

Insurance Portfolio Review

Mutual Fund Portfolio Review

One Page Financial Blueprint

Retirement Readiness Check