About Me
We as SIDDHIVINAYAK INVESTMENT incorporated in the year 1988 and at present having 2500+ satisfied clients. We will help clients to achieve their financial goals with effective and smart investment planning. We are AMFI (Association of Mutual Fund of India) Certified Mutual Fund Distributor. We use our complete knowledge of Insurance, Tax Planning, and Mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals. Our core purpose is to provide fast track financial solutions & thereby make people enjoy a secured retirement life.
Our Core Services
INVESTMENT PORTFOLIO
Whenever you think of making investment, three things should come on top of your mind – Risk Profiling, Products and Asset Allocation.
TAX FUNDAMENTALS
Tax planning is an important part of a financial plan, as reducing tax liability and maximizing eligibility to contribute to retirement plans are both crucial for success.
INSURANCE PORTFOLIO
Getting yourself protected from unknown risk should always be the first priority. How to get yourself, your family and your assets protected - we tell you that. Insurance is important when it comes to managing risk
MUTUAL FUND
A mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities. These investors may be retail or institutional in nature
WEALTH MANAGEMENT
Through proper asset allocation and risk analysis we help you to create ideal portfolio to grow your money at desired rate. Products are chosen from all asset classes - equity, debt, property, gold etc.
RETIREMENT-PLAN
Regardless of your age, it is never too early or too late to begin looking after your money. Visions of retirement vary from person to person and include such things as relaxing full time, travelling, pursuing a hobby.
Financial Calculators
Secure your future through systematic investment
Select your goal and calculate how much you need to invest!
client's reviews
“Mr.Rohit Patel is a sincere, thoughtful and professional wealth planner.Throughout the whole period of working together, the advice that he has provided always well organised and straight to the point.There was no bluff and everything was transparent.”
DIPAK P PATEL
Businessman VOLTON POWERMAC Ahmedabad
I meet Mr.Rohit Patel - Siddhivinayak Investment during his Investor Awareness Programme conducted in year 2014 for first time. My Investment was unorganized at that time. After this seminar I got services from him and my investment move from physical to digital with e-investing and having extremely use full guideline from him, which helped me to well organised my all investment.
KESHAVLAL G PARMAR
Retired Teacher
“Thank you for offering us this awesome service.I have thoroughly enjoyed the timely recommendations offered by Mr.Rohit Patel - Siddhivinayak Investment as it has helped me to build wealth.”
VIMALKUMAR F MODI
Businessman