Helping You Plan, Protect & Prosper
We help families plan their financial future through Mutual Funds, Term Insurance, Health Insurance and advanced Investment solutions such as PMS, AIF, SIF, and GIFT City investments.
Learn how systematic investing can shape your child’s education, your retirement, and your family’s security.
About Us
Tathya Investment
Tathya Investment is a proprietorship firm engaged in financial services, offering Mutual Fund distribution, Insurance consultancy, and advanced investment solutions such as PMS, AIF, SIF, and GIFT City investments.Founded in 2017 and managed by Mr. Dhaval Patel, we serve 500+ clients with a strong focus on ethical, transparent, and need-based financial planning. We believe in educating clients, simplifying financial decisions, and encouraging disciplined investing. Our approach is simple—put client interests first and build long-term wealth with trust and consistency.
Vision
To be a trusted financial partner for individuals and families.
Mission
To deliver unbiased, research-driven, and technology-enabled financial solutions with a client-first mindset.
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
Smart investing for long-term wealth
- ✓SIP and Lumpsum Investments
- ✓Goal-based Fund Selection
- ✓Portfolio Review and Rebalancing
Protection for you and your family
- ✓Term Life and ULIP Solutions
- ✓Health and Family Floater Plans
- ✓Critical Illness Cover and Claim Support
Solutions beyond traditional investing
- ✓PMS & AIF / SIF
- ✓GIFT City Investment Options
- ✓Risk Profiling & Suitability Guidance
Right loans, structured the right way
- ✓Home Loans
- ✓Business Loans
- ✓Other Loans
Financial Calculators
Plan your investments with our interactive tools
SIP Calculator
Lumpsum Calculator
Contact Us
Get in touch for personalized financial advice
Dhaval Patel
Founder – Tathya Investment, Kadi
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