- +91 99740 59983
- Manjalpur, Vadodara
- jay@jaypatellic.com
Wise words from the man himself!
Wise words from the man himself!
About Me
Helping you achieve faster, smarter financial success!
With a vision to help private and corporate clients meet their insurance goals in accordance with the best available international standards for financial planning for a secure and better future Jay Patel and his team strives to provide best services to the clients.
Our Services
What we are offering
to customers
Mutual funds
Retirement solution
Loans
Health insurance
Fire & burglary insurance
Fixed deposits
Income replacement
Risk Management
Group insurance
Personal accident insurance
Equities
Life insurance
Car insurance
Banking services
Portfolio management & alternate investment fund services
Our Services
What we are offering
to customers
Investment Planning
Tailored strategies to help grow and diversify your wealth.
Wealth Management
Comprehensive financial solutions to preserve and grow your wealth.
Tax Planning
Optimize your finances to minimize tax liabilities
legally.
Insurance Planning
Protect your loved ones with financial security and peace of mind.
Education Planning
Save and invest to secure your children’s educational future.
Retirement Planning
Secure your future with a plan for steady income post-retirement.
Mutual Funds
Diversify investments with professionally managed growth opportunities.
Business Financial Planning
Customized financial strategies to grow and sustain your business.
Risk Management
Protect your financial well-being through insurance and other tools.