Welcome to R Patel Wealth

Welcome to R Patel Wealth, an AMFI-registered mutual fund distributor with over 35 years of experience in guiding investors. We follow a simple yet disciplined process—understand your financial goals, recommend the right mix of SIP plans, ELSS for tax saving, fixed income products, PMS, and AIFs, and walk with you at every step. Our strength lies in personalised incidental advice, long-term thinking, and a strong focus on capital protection. Start your journey with a free Portfolio Health Check and see how smart planning can shape a secure financial future.

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Magic of compounding

How power of compounding helps money grow over a period of time

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Power of SIP

Start your Systematic Investment Plan to ride through market ups and downs and stay ahead of inflation—all with disciplined investing.

How much do you want to invest ?
Investment Period
Expected Annual Returns (%)
Adjust for inflation ?
Wealth Gain
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Amount Invested
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Maturity Amount
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Start Sip
Get Double
Benefit with our
ELSS BASKET
Reduce your TAX Burden and grow your wealth
   Save smartly
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Plan your taxes in advance to avoid last moment investment into inept and high cost products.
What We Offer

We provide a wide range of investment and financial services to help you grow your money and plan a secure future.

Financial Planning Tools

Wondering how much to save for your goals? Use our easy-to-use investment calculators to plan your journey.
Insurance Made Simple

Get best insurance quotes tailored to your needs—affordable coverage with no confusion.
Tax Saving Made Easy

Invest smartly under Section 80C and reduce your taxable income while building wealth.

Now get your Portfolio Valuation

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What our clients say about us
Our biggest treasure is our satisfied customers
Dr. Bipin Behari
"Navin ji is a fine person, and he has managed my wealth very prudently. | am fully satisfied with the services of his firm, and he has a strong team that takes care of everything. God bless his team."
Mr. Aashish Santhaliya
"One of the finest Mutual fund distribution house having branch at Patna, Noida and Mumbai. | am delighted to be a part of it. Our experience with this firm is very good and one should be a part of this firm. Highly recommended. Thanks team R Patel Wealth"
Mr. Pramod Pathak
"R Patel Wealth is a trusted organisation, and my family has been associated with them for a long time. Almost 40 years have passed —such a long association! Happy to be a part of R Patel Wealth."
Ready to start your SIP with us ?

That's great! Give us a call +91-9835024904 or
send us an email and we will get back to you as soon as possible!