About Me

Hello! My name is Santosh Patel and I am a financial consultant. I have spent the past several years honing my skills and expertise in the financial industry, working with clients from various backgrounds and industries.

As a financial consultant, my primary focus is to help my clients achieve their financial goals and make informed decisions about their money. I work closely with each client to understand their unique financial situation and tailor my approach to meet their specific needs.

Whether it’s creating a customized investment strategy, analyzing and optimizing cash flow, or providing guidance on tax planning, I strive to provide the highest level of service and expertise to each and every client.

I am passionate about helping individuals and businesses achieve financial success and am dedicated to staying up-to-date on the latest trends and best practices in the industry. I have a strong track record of success and am committed to building long-lasting relationships with my clients based on trust, transparency, and mutual respect.

If you’re looking for a financial consultant who can help you navigate the complex world of finance and achieve your financial goals, I would be honored to work with you. Feel free to reach out to me to learn more about my services and how I can help you take your financial future to the next level.

I am a certified Mutual Fund Distributor registered with AMFI ( Association of Mutual Funds in India ).

My motive is to provide better returns to my clients in volatile  market by researching and monitoring.

Note – I am not registered with SEBI