Anjali Patel

Detail-oriented advisor specializing in comprehensive risk management solutions for businesses and systematic investment strategies for individuals.

Expertise: General insurance expert with focus on commercial property insurance and systematic mutual fund investments.

About: Anjali combines her background in risk management with investment planning expertise. She has worked with numerous SMEs to create tailored insurance solutions. Her approach to SIP planning has helped clients accumulate significant wealth over long-term horizons. She maintains a high client retention rate through her proactive service approach. Her quarterly market analysis reports are highly regarded in the industry.

Service Area: Andheri, Juhu, Bandra