VRUND PATEL

RADHE INSURANCE & INVESTMENT•Kheda,GJ

G-11 SHIV ASHISH SOPPING MALL, KAPADWANJ ROAD, KATHLAL, KHEDA ,

Kheda, GJ, 387630

G-11 SHIV ASHISH SOPPING MALL, KAPADWANJ ROAD, KATHLAL, KHEDA , Kheda, GJ, 387630

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About

Vrund Patel – Personal Finance Professional Empowering individuals and families to build, protect, and grow their wealth with clarity and confidence. With a passion for financial literacy and a commitment to ethical advice, I help clients navigate investments, insurance, and holistic financial planning tailored to their unique goals. Believer in disciplined investing, goal-based planning, and the power of informed decisions to shape a secure financial future. Let’s simplify your financial journey, one step at a time.

Practice at a glance

Years of Experience

Families Served

₹7.5

Crores Managed

Practice Details

Min Monthly Investment:₹1,000 & more

Min Lumpsum Investment:₹10,000 & more

Nature of earnings:Commissions

Mode of Meetings:Physical, Virtual, Hybrid (Physical + Virtual)

Specialises working with:Young Professionals, NRI / OCI, Business & SME Owners, HNI Families, Doctors, Salaried Executives, Government Staff

Language Spoken:Hindi, Gujarati, English

Qualification Completed

QPFP – Qualified Personal Finance Professional

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

Education

Formal Education

BBA – Bachelor of Business Administration

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM XXI-A – Portfolio Management Services Distributors, IRDAI IC 38 – Life Insurance Agent Examination, IRDAI IC 34 – General Insurance Agent Examination

Can help you to

Plan Complete Finances

Children’s Goals

Organize Financials

Buy a Home

Invest for Goals

Plan Retirement

Build Wealth

Can help you buy / invest in

Fixed Deposits & Bonds

Other Insurances

Health Insurance

Life Insurance

Mutual Funds

PMS

AIF

Complimentary Services

Get any of the free services to experience working with VRUND PATEL.

30 Minute Q&A — Ask Me Anything

Financial Goals Analysis

Financial Health Check-up

Insurance Portfolio Review

Mutual Fund Portfolio Review

Retirement Readiness Check