Hi, I'm Vipul Kumar Patel, and I'm Passionate about Helping Individuals and Families achieve their Financial Dreams through Vipul Patel Financial Services Wealth Management and Insurance Consultancy.
With over 24 years of Experience in the field, I've had the Privilege of assisting over 1500 families in securing their financial futures, with a total Risk Cover Exceeding 300 crores.
Whether you're planning for Retirement, safeguarding your Child's future, or protecting your valuable assets, my mission is to provide personalized solutions tailored to your unique needs.
In my role as a Recruitment Manager and Insurance Advisor at Kotak Mahindra Life Insurance Company Limited. I've gained invaluable insider insights into the intricate world of insurance.
This Expertise allows me to Guide you through the complexities of Insurance Products, empowering you to make well-informed decisions that protect what matters most to you.
I believe that FINANCIAL SECURITY is not just about Numbers; It's about peace of mind and the freedom to pursue your dreams without worry. Let's embark on this journey together towards a secure and prosperous future.
We specialize in Wealth Management Services and Insurance Consultancy services for all types of Insurances, such as Pension Plan, Health Insurance, Term Plan, Children education/ Marriage/Securing future, Financial Planning etc.
We offer customized Wealth Solutions which help people to achieve their long term and medium term financial goals through effective financial planning.
100% Money Management Guarantee With Expert Guidance
Achieve financial peace of mind with our firm's 100% Money Management Guarantee. Our experienced financial advisors are committed to effectively managing your money, ensuring optimal growth and security for your investments. With our proven track record and dedication to transparency, we guarantee that your funds will be managed with the utmost care and expertise. Whether you're saving for retirement, planning for your children's future, or seeking to grow your wealth, trust in our firm to provide personalized strategies tailored to your financial goals. Rest assured, your financial success is our priority, backed by our unwavering Money Management Guarantee.
100% Portfolio Security With RBI or IRDAI Authority
Ensure peace of mind for your investments with our financial advisor firm, backed by the security of RBI or IRDAI. With our stringent adherence to regulations set by these esteemed authorities, your portfolio is safeguarded against any potential risks. Whether you're planning for retirement, investing for your children's education, or building wealth for the future, rest assured that your financial well-being is our top priority. Trust in our expertise and the reliability of RBI or IRDAI accreditation, and embark on your journey towards financial prosperity with confidence.
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SHARAN MANDAL FINANCIAL SERVICES
Life Time Support
Receive lifetime support for continuous growth and success. We're here for you every step of the way, no matter what,
Money Making Machine
Unlock your potential with our money-making machine. Transform opportunities into profit with innovative strategies and expert guidance. Start maximizing your wealth today.
Support In the Field
Experience personalized 1-on-1 support in the field. Our dedicated team ensures you receive tailored guidance and assistance wherever you are.
Growth Activity Support
Get dedicated support for all growth activities. Our team ensures your progress by providing tailored guidance.
Learning Support System
Access our comprehensive learning support system for personalized guidance and resources. Empower your growth journey with expert assistance every step of the way.
Recognition & Public Speaking Opportunity
Elevate your profile with recognition and public speaking opportunities. Showcase your expertise and gain visibility in your industry. Stand out today!
Free E-Book On Financial Planning
Free E-Book On Health Insurance
Free E-Book on Life Insurance
Free E-Book On Retirement
Free E-Book On Investment
Free E-Book On Portfolio Management
As a bonus, enjoy complimentary 1-on-1 support calls with our experts. Get personalized guidance and assistance tailored to your needs. Whether it's financial planning, investment strategies, or retirement advice, we're here to help you succeed. Schedule your calls today and unlock your financial potential.
Receive exclusive access to personalized 1-on-1 sessions with Mr. Vipul Kumar Patel, Renowned Financial Advisor & CLIA. Gain valuable insights, tailored strategies, and expert guidance directly from a seasoned professional. Elevate your financial journey and achieve your goals with customized support from a trusted industry leader.
Gain peace of mind with our full 30-day, no questions asked learning support. Access expert guidance and resources to enhance your knowledge and skills. Whether you're a beginner or seasoned professional, our dedicated support ensures you have the tools and assistance you need to succeed in your learning journey.
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F - 301 Swapna Shrushti Residency, Behind Chamunda Temple, Opposite Arunodaya Bungalows, Zadeshwar Road, Bharuch - 392001