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Vijay  Patel  | Patel Associates  | RanchiVijay  Patel  | Patel Associates  | Ranchi

Vijay Patel

Patel Associates •Ranchi,JH
405-406, H Square, Circular Road, Lalpur ,
Ranchi, JH, 834001
405-406, H Square, Circular Road, Lalpur , Ranchi, JH, 834001
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About

We are a closely held firm, deals in 🔹Mutual Funds 🔹Portfolio Management Services (PMS) 🔹Alternate Investment Funds (AIF) 🔹Life Insurance 🔹Health Insurance 🔹Wealth Management We are serving clients all over the country through our advance technology platforms along with associated people and companies. We provide unique solutions which utilizes a backward integration method of defining Goal through discussions, finding well researched solutions and being disciplined to follow the designated and chosen path to achieve our client's objective. We provide consistent and enriching personalized services to our clients. OUR TEAM: Our Team at Patel Associates comprises of investment professionals with diverse academic and relevant backgrounds. Each Member has extensive expertise in Investment & Mutual Fund Distribution Services. Consequently, Patel Associates is able to provide its clients with comprehensive and specialised investment solutions.

Practice at a glance

21
Years of Experience
450
Families Served
₹300
Crores Managed

Practice Details

Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings: --
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:
Language Spoken:

Qualification Completed

CFP – Certified Financial Planner

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

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
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
Life Insurance
Mutual Funds

Complimentary Services

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

Financial Goals Analysis
Financial Health Check-up
Organize Financial Info & Docs
Insurance Portfolio Review
Mutual Fund Portfolio Review
Retirement Readiness Check