ABOUT US
"Patidar Investments," a distinguished investment advisory platform that has been diligently serving individuals since its establishment in 2007.
Founded by the visionary Mr. Dilip Senghani, Patidar Investments was born out of a commitment to empower individuals with the necessary tools and knowledge to make informed financial decisions. Recognizing the void in accessible tools, training, and research, Mr. Senghani aimed to bridge the gap and provide comprehensive solutions for wealth creation.
Our Services
Whenever you think of making investment, three things should come on top of your mind – Risk Profiling, Products and Asset Allocation
Read MoreTax planning involves optimizing your wealth creation and protecting your health, life and assets while aligning all these with existing provisions in our tax laws
Read MoreA mutual fund is a type of investment vehicle consisting of a portfolio of stocks, bonds or other securities. Mutual funds give small or individual investors access
Read MoreInsurance is an important risk management tool that can protect you and your family from financial hardship caused by unfortunate events. We work with you to identify your risks
Read MoreLife insurance is a contract between an insurance policy holder and an insurer, where the insurer promises to pay a designated beneficiary a sum of money
Read MoreWhy should we make a Will? We all are busy in creating wealth – for our consumption, to buy assets like real estate, car, electronic ,gadgets etc, to achieve financial goals
Read MoreFINANCIAL CALCULATORS
Secure your future through systematic investment
Secure your future through systematic investment
KNOWLEDGE AND LEARNING
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OUR HAPPY CLIENTS
Jayantibhai Samatbhai Virda
ClientMy journey with Dilip Senghani over the past 10 years has been an enriching experience. His simple and easily understandable approach to financial planning has not only made the complex world of finance accessible but has also empowered me to make informed decisions about my financial future. Dilip Senghani unwavering dedication, personalized strategies, and genuine care have turned what could be a daunting process into a collaborative and rewarding partnership. As I look ahead, I am confident that with Dilip Senghani by my side, my financial future is in capable hands.
Haresh Ratanshibhai Bhagat
ClientFor the past twelve years, I have been associated with him. In this time, he has carefully designed plans for my insurance and mutual fund investments. I am pleased with the quality of his services, and his precise guidance has provided me with complete support to achieve my goals. His clear direction and our financial planning sessions have allowed me to enjoy a life without worries.
Rajesh Maganlal Patel
ClientYour manner of communication is straightforward and precise. You adeptly guide us in understanding our life goals and tailor financial planning to meet our specific needs, creating a path to achieve financial stability. The guidance you provide feels like to have a friendly connection, much like a trusted friend.
Your consistent availability for advice is greatly appreciated. Your numerous awards from LIC and mutual fund companies showcases the success you have achieved.
Your extensive experience in the industry and the thousands the thousands of investors connected to your service demonstrate your expertiseWe look forward to maintaining a long lasting connection with you.