Lilavati Investment Pvt Ltd logoजो आपके लिए सही, हमारे पास बस वही।
Our story

Lilavati Investment Pvt Ltd
To encourage accumulation of wealth for peace of mind

This firm was started so that people are prepared for financial shocks which is becoming quite common nowadays.

To encourage accumulation of wealth for peace of mind

2002
Individual Founded
2023
Company Firm
1500+
Families served
24 yrs
Experience

Organisation Structure & Departments

We operate with a team of 10+ seasoned professionals structured across specialized divisions to ensure operational efficiency:

Sales & Advisory
Need-analysis, portfolio mapping, and customized asset allocation strategy.
Client Support
Prompt resolution of client queries, documentation support, and ongoing service updates.
Operations
Handling smooth transaction execution, digital onboarding, and database management.
Compliance
Ensuring strict adherence to AMFI, IRDA, and regulatory reporting mandates.

Business Model & Core Product Suite

Our model prioritizes unbiased, solution-oriented distribution without upfront advisory fees. We align client requirements with a broad product spectrum:

Wealth & Investments
Mutual Funds, Systematic Investment Plans (SIP), Portfolio Management Services (PMS), Alternate Investment Funds (AIF)
Savings & Fixed Income
Company Fixed Deposits (FD), Bonds, Non-Convertible Debentures (NCD)
Life Protection
Term Insurance Plans, Endowment Options, Retirement & Pension Plans
Health & General Insurance
Comprehensive Family Health Cover, Personal Accident (PA) Cover, Motor Insurance, Travel Insurance

“हम फंड नहीं देते हैं, सॉल्यूशन देते हैं।”

Future Plans & Roadmap

Client Milestone
Target to expand our footprint to serve over 3,000+ active clients through digital and physical channels.
Geographical Expansion
Moving strategically from our current 4 physical branches in Gujarat to a target network of 40+ branches across prospective hubs.

Competitive Advantages

Strict Solution Approach
We refrain from arbitrary product-selling. Portfolio additions are strictly backed by objective need analysis.
Institutional Integrity
Backed by over 24 years of hands-on financial distribution experience, maintaining transparency in every transaction.

Key Personnel & Leadership

Maganbhai Patel
Maganbhai Patel
Director

Oversees general strategic direction, long-term corporate goals, and operational governance.

Jayesh Patel
Jayesh Patel
Director

Specialized Risk & Insurance expert, functioning as an IRDA-registered Advisor to structure protective portfolios.

Kalpesh Patel
Kalpesh Patel
Director

Personal Finance expert, AMFI-Registered Mutual Fund Distributor, and IRDA License Holder, driving investment architecture.

Nidhi Patel
Nidhi Patel
CGO - Investment

Personal Finance expert, AMFI-Registered Mutual Fund Distributor, and IRDA License Holder, driving investment architecture.

“We measure ourselves by one thing: whether a family is closer to their goals than they were last year.”

Kalpesh Patel
Kalpesh Patel
Director · 24 years