Dhanmantra

About Me

Helping you achieve faster, smarter financial success!

One of the leading Insurance Advisors in Gujarat, Jay Patel has been creating wealth for clients since 32 years through means of Insurance policies, mutual funds, FDS, Shares and other financial instruments available.

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 stringent code of ethics places the client’s needs above all others and demands uncompromising integrity in every aspect of our business.

Jay Patel is one of the leading financial planners and insurance advisors in Gujarat. With more than 15 years of experience he has been helping clients create and manage wealth through means of insurance policies, mutual funds & other financial products along with complete financial planning and growth solutions.

Why Choose Us

CLIENTS
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LIFE INSURANCE POLICY
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LIFE COVERAGE
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LOANS
DISBURSED
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MONTHLY SIP BOOK VALUE
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ASSETS MANAGED [MUTUAL FUNDS AUM]
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HEALTH, VEHICLE, FIRE & PERSONAL ACCIDENT INSURANCE
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Our Mission

Jay Patel strives, individual and corporate clients meet their insurance goals in accordance with the best available international standards for financial planning. Jay Patel & his team believe in partnering with customers to find the best solutions for current needs and future plans.

Our Vision

Jay Patel visualizes providing innovative financial solutions with personalized service exceeding the customer’s expectations.

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