About Us

 
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Dr. Ram B. Patel

Why us?

Dr. Ram B. Patel, by education he completed Graduate in System of Homeopathy and started general practice in 1992. In year 2000, started career with LIC as consultant. Our broad background allows us to work with almost any client. Whatever your needs, we have an option for you. Health, travel, life, home insurance we have all your bases covered.  We firmly believe in transparency and which is why we discuss all the investment options with you before guiding you to choose the correct investment option for your portfolio. Not just this, we also make sure that you receive regular reports to show how your portfolio is performing.

Our philosophy

 We understand that successful financial portfolio is not dependent on the products, but on the service we provide to our clients and the relation that we build. We work closely with you to build that trust and we guarantee customized and timely service.

Our Core values

  • Deliver value to our clients
  • Build trust and honest relations through communication
  • Personal Approach with all customers
  • High standards of service

Our mission

Our mission is to reduce risk for our clients and create ample investment opportunities so that they can have peace of mind by creating wealth for all our clients.

Our Achievements

  • Two Times MDRT - Million Dollar Round Table Crown
  • Zonal Manager Club Membership
  • Chief Life Insurance Advisor