Meet The Team

Ravi Patel

Ravi Patel is a seasoned Investment & Insurance Consultant with a strong focus on helping individuals and families achieve long-term financial security. With years of experience in financial planning, wealth creation, and risk management, he believes that disciplined investing and clear goal-based strategies are the foundation of financial success.

He works closely with clients to understand their life goals, risk appetite, and financial responsibilities, and then designs customized investment solutions across mutual funds, retirement planning, child education planning, insurance, and alternative investments. Ravi is known for his transparent approach, unbiased advice, and commitment to protecting and growing client wealth.

His mission is simple — to simplify finance, remove confusion, and guide clients towards confident financial decisions. Through Shubh Labh, Ravi Patel continues to empower clients with structured planning, consistent execution, and long-term value creation.