About Me

Patni Investmart Financial specialists with education and working knowledge of the financial sector. We take great pride in establishing a personal rapport with each of our clients and are renowned for our professionalism and openness when it comes to providing our customers with financial solutions. The foundation of the best financial services, in our opinion, is trust and loyalty.Patni Investmart firmly believes in the value of collaboration, and we are really proud of our wide family of ambitious business partners who never stop working to provide their clients with effective solutions.We are aware that each person has different financial planning requirements based on their unique circumstances and goals. Unlike other organisations’ stereotypical methods, Patni Investmart offers specialised solutions with thorough action plans and risk assessments to meet each person’s specific needs.Planning your investments is essential to achieving your financial objectives. With careful investment planning, Patni Investmart will assist you in developing a solid financial strategy to achieve your objectives on schedule. We do a thorough portfolio evaluation that enables us to make sure that your portfolio’s structure effectively supports your long- and short-term financial goals.

What we do

One treasures a lot of moments and achievements in life. Such events sometimes call for a strong cash flow and bank account. Knowing that you have the means to cover all major life events cannot possibly be more satisfying for an individual. Planning is necessary nonetheless if one wants to experience such calm. For guaranteed happiness for you and your family, one could take into account a variety of possibilities, including a life insurance policy.

Always keep in mind that a life insurance coverage offers the benefits of security and savings. We strive hard to give our family and friends nothing but the best throughout our lives. The desire to build a promising future for our descendants guides our efforts.

We have no idea when or how long we will live because life takes its own unforeseen turns. We don’t know what the future has written for us. Therefore, it is crucial for us to always protect (through financial stability) the interests of our loved ones.

One of the most crucial actions one can take to protect the family’s financial stability is to purchase insurance. When purchasing insurance, reliability, integrity, and goodwill are crucial factors to consider.

Life Insurance Corporation (LIC) of India is the only insurance provider that even comes close to competing with it in the Indian insurance industry. A state-owned insurer is called LIC of India. Since its founding in 1956, LIC has expanded rapidly to take the top spot among insurance providers in India. To meet the various needs of consumers, LIC offers a wide variety of insurance policies. Along with enticing rewards and financial stability, the policy bearer also benefits from peace of mind.

Yogesh Jain was appointed by LIC as an authorized LIC advisor. He works hard to offer each of our valued NRI and Indian clients a personalized insurance solution. He advises the suitable LIC plan to the NRI/Indian client after first understanding their financial goals thanks to his years of experience.

Being a post-graduate in business with expertise in goal-based financial planning for clients, exposure to the stock market, and being a partner authorized by Stock Holding Service ltd (a stockholding group company). He can devise a need-based strategy that helps you meet your future needs, whether they be related to retirement planning, kid education/marriage, or investments, and he can better design your financial planning.

His approach to offering comprehensive insurance solutions includes giving clients excellent customer service and supporting them in obtaining their valid claims. Being a trustworthy full-service He feels that as an insurance firm, it is our duty to offer insurance solutions in a just and open way. In doing so, he makes every effort to offer the client the best insurance protection at a fair price.

There are many cases where individuals are close to retiring but do not have a reliable source of fixed income. Similar to this, a lot of people have relocated abroad in an effort to increase their income. They now want to return to their homeland and establish a permanent home there. To help each of these clients achieve their financial and personal objectives, he offers them all individualized insurance programs.

His extensive knowledge of insurance products and understanding of them puts us in a unique position to provide strategies that guarantee a careful balance of income and sufficient risk protection. This makes it possible for our clients to plan their retirement and enjoy their golden years without being concerned about money coming in. The insurance policy may prove to be the family’s saviour in the terrible case of the policy holder’s death.

He also creates plans that combine insurance and mutual funds, mutual funds and home loans, etc. to better understand client needs and offer the ideal answer.

Offering specialized insurance solutions is just one of our wide range of services.

• Helping the client organize their finances wisely using LIC policies.

Providing end-to-end insurance solutions to High Net worth Individuals (HNIs) and Non-Resident Indians (NRIs) means understanding their insurance needs.

• Retirement financial planning.
• Establishing a strategic balance between client security and inflows.
• Offering regular pension/income plans to NRIs who intend to return to India within the next three to five years.
• Offering care as a family member and expert insurance solutions.
• Offering financial security through an insurance coverage against capital losses.
• Offering NRI and Indian clients services for need-based mutual fund SIP, SWP, STP, and lump-sum schemes.
• Performing maintenance on the Special Situations Value Investment Portfolio.
• RBI, Souvenir bonds, Capital Gain bonds, NPS, etc.
• Student and home loans, etc.
• A trading and demat account with Stock Holding Service Ltd.