Helping You Grow, Protect & Prosper
We help families in Gujarat plan their financial future with Mutual Funds, Term Insurance, and Health Insurance.
Learn how systematic investing can shape your child’s education, your retirement, and your family’s security.
About Us
Dhaval Patel – Founder, Tathya Investment
Dhaval Patel is an AMFI-Registered Mutual Fund Distributor and Insurance Intermediary based in Kadi, Gujarat. Over the years, he has conducted multiple Investor Awareness Programs (IAPs) across colleges, schools, community groups, and corporates.
Our Services
Comprehensive financial solutions tailored for your needs
SIP & Lumpsum investments for wealth creation
- ✓Systematic Investment Plans
- ✓Lumpsum Investments
- ✓Portfolio Management
Comprehensive life insurance solutions
- ✓Term Life Insurance
- ✓Unit Linked Insurance Plans
- ✓Family Protection
Medical coverage for you and your family
- ✓Individual Health Plans
- ✓Family Floater Policies
- ✓Critical Illness Cover
Retirement & financial goal planning
- ✓Retirement Planning
- ✓Child Education Fund
- ✓Wealth Accumulation
Investor Awareness Programs
Financial literacy is the first step towards financial freedom
Why SIP is better than FD
Term Insurance vs Traditional Plans
Financial Freedom for Professionals
Money Planning for Women
Children's Future Goals
Financial Calculators
Plan your investments with our interactive tools
SIP Calculator
Lumpsum Calculator
What Our Clients Say
Real stories from people we've helped
"Mr. Dhaval Patel's simplicity is reflected in his straightforward investment advice. He always strives to provide better solutions to problems than you initially imagine. Let's support him in his initiative."
Mr. Milan Patel
Businessman
"I have been engaged with Tathya Investment since its inception. Their client-centric approach has been consistent from the start. They always prioritize the client's needs and provide genuine advice for everyone."
Mr. Rakesh Patel
Teacher
"Whenever you go for investment or insurance decision once consider Tathya Investment. Even if you don't engage with them, you'll receive honest guidance for your benefit."
Mr. Vibhakar Desai
Lecturer
"Reliably trusted investment advice, proven through repeated positive experiences."
Mr. Kirti Patel
Administrative Officer
Contact Us
Get in touch for personalized financial advice
Dhaval Patel
Founder – Tathya Investment, Kadi