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Rajnikant patel

I am a Rajnikant patel, Certified financial planner, Chief Life Insurance Adviser, NRI financial Planner. I am specialized in customaries and need based financial planner, I am having 20 years of experience in insurance and investment industry. I am managing 50plus crores insurance and investment portfolio.

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Our Strength

WE SUGGEST PLANS AS PER CUSTOMER'S REQUIREMENTS

BUILD TRUST AND HONEST RELATIONS THROUGH COMMUNICATION

DELIVER VALUE TO OUR CLIENTS

Life Insurance

Endowment

Whole Life

ULIP

Pension

Children

Term Assurance

Greeting Of The Day

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News

23/10/2024 Financial Express

Term Vs whole life insurance – Which should you choose? Know the key differences

09/10/2024 Business Standard

How scamsters tricked investors of Rs 25 cr through fake apps and stocks

01/10/2024 India Today

New PPF rules effective today: All you need to know

30/09/2024 The Economic Times

Life insurance rule change: From October 1, 2024, you will get higher refund when you surrender your life insurance policy

Gallery

OUR ACHIEVEMENT

OUR ACHIEVEMENT

Testimonials

I am delighted to share my heartfelt appreciation for the exceptional service and invaluable financial advice I received from Mr. Rajnikant ...

Rakeshbhai Patel

Blog

Every Woman Deserves Financial Freedom

Every Woman Deserves Financial Freedom

Financial Planning

2023-03-08

Rajnikant patel Blog

Major Highlights of Budget 2023

Major Highlights of Budget 2023

Budget

2023-02-01

Rajnikant patel Blog

Valuable Financial Lessons from the Festival of Diwali!

Valuable Financial Lessons from the Festival of Diwali!

Financial Planning

2022-10-21

Rajnikant patel Blog