"RIGHT DECISIONS AT RIGHT TIME MAKES A LOT OF POSITIVE DIFFERENCE IN YOUR WEALTH JOURNEY"
Ravi Patel (Patel Ventures) has over 16 years of experience in the financial services domain. With over 500+ clients and Assets Under Management of over 100 Crores, we have created financial peace and independence in the lives of many people and helped them realize their financial goals.
We take care of your financial life right from the basics of doing budgeting, maintaining net worth, making tax-efficient, sound investment decisions and being tax compliant to aligning your savings such that your future financial aspirations and commitments are met.
With comparative analysis, consistent implementation and continuous monitoring, we take away the fears associated with the financial markets, so as to build a growth-oriented investment portfolio.
It is our belief that by providing a personalized and consistent service experience, we ensure long and fruitful relationships with our clients. In the true spirit of our commitment, we conduct open discussions to seek first to understand what is important to the client and then to be understood when finding solutions to their financial position.
We offer a single point access to multiple financial products with a holistic need driven approach & not product centric approach.
"Your financial growth is the most important aspect of our business.
We are committed to be informed, educated, and experienced in managing your financial affairs."
" You Deserve Being Affluent, Bigger House & Car, Foreign Vacation, Secure Future for Family and, Comfortable Retirement."
Company Details
- Employees
- 4
- Founded
- -
- Address
- 404 Siddharth Crest Complex,, Opposite Reliance Digital,nizampura.,india
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Retirement Planning Expert, Insurance & Investment Solutions, Financial Planning & Consulting, Portfolio Review & Revamp, Smart Solutions for Important Life Goals, Legacy Planning, Wealth Management, Virtual & Personal Assistance, NRI Solutions & Services.
- HQ
- Vadodara, Gujarat
Patel Ventures Questions
Patel Ventures's website is https://www.pvglobal-investment.com/
Patel Ventures's LinkedIn profile is https://in.linkedin.com/company/patelventures
Patel Ventures has
4 employees.
View email and phone details for 4
employees at Patel Ventures.
Patel Ventures's industry is
Financial Services
Patel Ventures's categories are Financial Services
Patel Ventures's founding year is 2023
