Nikunj Patel
Digi-Finmart Pvt. Ltd.•Rajkot
Office No 1207, R K ICONIC Nr, Bus stand, Sheetal Park, Puneet Nagar, Bajrang Wadi, ,
Rajkot, 360005
Office No 1207, R K ICONIC Nr, Bus stand, Sheetal Park, Puneet Nagar, Bajrang Wadi, , Rajkot, 360005
About
Practice at a glance
22
Years of Experience
250
Families Served
₹25
Crores Managed
Practice Details
Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings:Hybrid (Comissions + Fees)
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:
Language Spoken:
Licenses Held
AMFI Registered Mutual Fund Distributor
IRDAI Licensed Insurance Agent (General)
IRDAI Licensed Insurance Agent (Life)
PFRDA Registered Retirement Adviser
Education
Formal Education
BCom – Bachelor of Commerce
Can help you to
Plan Complete Finances
Children’s Goals
Organize Financials
Buy a Home
Plan Retirement
Save Taxes
Build Wealth
Make a Will / Trust
Can help you buy / invest in
Fixed Deposits & Bonds
Other Insurances
Health Insurance
Global Investing
Life Insurance
Mutual Funds
Stocks & Equity
Complimentary Services
Get any of the free services to experience working with Nikunj Patel.
30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Financial Health Check-up
Organize Financial Info & Docs
Insurance Portfolio Review
Mutual Fund Portfolio Review
One Page Financial Blueprint
Stocks Portfolio Review
Retirement Readiness Check