Years of Trust
0 +At PATEL Global Finserv (OPC) Private Limited, previously known as PATEL Financial Services, we bring over 32 years of experience in serving investors with trust, commitment, and discipline.
We specialise in mutual fund distribution and focus on helping investors build long-term wealth through a thoughtful and disciplined approach to mutual fund investing. Our efforts are directed towards supporting investors in working towards important life goals such as children's future, retirement needs, and long-term wealth creation.
We believe that successful investing is driven not only by choosing suitable mutual funds, but also by maintaining patience, consistency, and emotional discipline through changing market conditions. That is why we focus on understanding each investor's financial requirements, time horizon, and risk appetite before supporting them in their investment journey.
We are committed to helping investors protect and grow their wealth through disciplined mutual fund investing. We also believe that investor behaviour plays a vital role in long-term success, and therefore we encourage clarity, stability, and commitment during all phases of the market.
At PATEL Global Finserv (OPC) Private Limited, we value long-term relationships built on trust, transparency, and responsible service. Our objective is to provide a professional and investor-focused experience that supports clients from their first SIP to their long-term wealth creation journey.
PATEL Global Finserv (OPC) Private Limited is registered as an MSME under the Government of India and is also recognised under Start-up India.
Proven track record of success and stability in the financial sector.
Committed to helping clients achieve long-term financial growth.
Years of Experience
Happy Investors
Expert Advisors
Client Retention Rate
Discover what drives us forward — our mission to empower, our vision for the future, and the values that define every step we take.
To provide ethical mutual fund services, support disciplined investing, and help investors build long-term financial growth with clarity and consistency.
To become a trusted mutual fund distributor known for simplicity, transparency, and helping investors achieve long-term financial goals with confidence.
Integrity, client focus, transparency, disciplined approach, continuous learning, and commitment to helping investors stay consistent, informed, and focused on long-term growth.
Our team of financial and technology professionals is dedicated to helping clients grow, protect, and manage their wealth with confidence and care.
We collaborate with reputed and reliable financial partners to provide our clients with the best investment solutions and long-term value.
