A Mutual fund is a pool of money, which is collected from many investors and is invested in various types of securities...
I see PFS, a professional Financial Servicing Firm, which has absolute passion for the subject of financial planning and investment.
As a financial advisor with large overgrowing clients as she believes in performance, service and a long track record. And his firm as my sole investment advisor.
“Patel Financial Services provides real time solution to build my wealth. PFS adopts a Pragmatic, Attentive and Personal approach and helps in building my wealth. PFS put their clients’ interests first – I’d happily recommend her to anyone wanting a holistic personalised service.”
Excellent research & financial analysis Financial Advisor before making investment decisions. You always explain everything thoroughly and I never feel uncomfortable asking questions or expressing an opinion.
Choosing PFSas our financial advisor has been one of the most sound decisions we have ever made! His relentless efforts to constantly study the market and upgrade his understanding of the same - to ensure that his clients reap fruits on their hard earned money is commendable. Along with this, as a client, one is also deeply influenced by his earnest efforts, his infectious habit of saving, supported by his pure faith and confidence in his knowledge about the market and its ups & downs. All that one has to do as a client is to trust him immensely and all is done! Wishing him success and growth - as always!
Socio - Emotional Counsellor
“I am absolutely delighted with your service. It is really refreshing to work with PFS who is truly interested in their client’s needs, circumstances and preferences. What really impressed me was the way you took the time to get a feeling for where I was at, your depth of knowledge, lateral thinking and your common-sense approach. Your professional, ethical and caring demeanour elicits my trust and respect and I gladly recommend your services whenever possible.”
Your professional, ethical and caring demeanour elicits my trust and respect and I gladly recommend your services Whenever & Wherever possible, Though I am in London, I am tension-less of my money and management of my hard-earned money as PFS is ethically & professionally managing.
( London – UK )
“Interest, knowledge and a genuine passion in achieving the best for clients is what sets apart a true professional Financial Adviser. PFS has this attitude and passion towards its clients and their financial goals. His dedication towards his clients, excellent knowledge and his financial education truly sets him apart and I would highly recommend Patel Financial Services to anyone wanting to achieve the best financial advice & management”
“Passion, knowledge and a genuine interest in achieving the best for Investors is what makes a truly professional Financial Advisor. PFS dedication to clients, business excellence and education sets her apart and I would highly recommend her to anyone wanting to achieve better financial outcomes.”
They took the time to understand my needs and then provided me with several options that ensured all my needs were met. The ongoing communication and quality of Online Investment services is superb and at a level rarely seen or experienced these days in the finance industry in India. I have very pleasant investment experience even I am in USA.
PFS is a very relatable and trustworthy Financial Services Firm.She doesn’t push but does put things into perspective. I feel like I’m at least on the road now to comfortable retirement life and safety of myhard-earned money, I would highly recommend them and Thanks
“Experiencepersonal touch in guidance, his empathy towards individual’s needs, his ability to differentiate noise from chaos and guide his clients, helping them to understand the " market" through his lenses and benefits that you start reaping keeping faith ! It is not about commission, charges, or glossy reports that others share, send! @ PfS , you are guided gently for building your wealth creating dreams and viran helps you build them - step by step...Experience the difference- only at PfS”
Dhanesh Kumar Khatri
Retired ADM ( LIC of India )