Dahyabhai G Patel

Sunshine Financial Services is your gateway to the creation of happy and prosperous families. In today's world, financial literacy is a vital aspect of life, yet a staggering 87% of highly educated individuals remain financially illiterate. This glaring gap exposes the shortcomings of traditional education curricula when it comes to preparing individuals for financial success. D.G. Patel is a Certified Financial Planner accredited by the Financial Planning Standards Board USA. He holds certifications as a recognized distributor by AMFI and IRDAI, an investment advisor certified by ICFAI, and a retirement advisor certified by PFRDA.

His journey into the world of financial planning was born out of personal experience. After a successful 15-year career in Dubai, he ventured into a fabrication business partnership in FY 2000. Unfortunately, his partner's deceit led to a catastrophic financial loss, wiping out his entire bank balance by the time he retired from the partnership in 2006, at the age of 56. The responsibilities of educating and marrying his sons were giving him nightmares. This life-altering experience prompted a deep reflection on his financial choices and investments, leading him to discover the profound need for financial expertise in planning.

His transformation into a Financial Planning Solutions Provider was driven by the belief that professional guidance is far more critical in financial planning than relying on one's own judgment. He recognized that bad investments often stem from a lack of knowledge, overconfidence, or inadequate time for proper research. His mission became clear – to assist people with integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence in their financial journeys. he took it upon himself to acquire the necessary knowledge to become proficient in personal financial planning, emphasizing sincerity, loyalty, and transparency. With a strong commitment to ongoing learning, he is determined to provide clients with the wisdom and guidance they need to make sound financial decisions.

His personal experiences have endowed him with a unique perspective, as he has encountered the hardships of managing credit card dues with an empty bank account, the pitfalls of a bad business partnership, and the perils of placing all earned income into a single venture. This firsthand knowledge, combined with his educational qualifications and a diverse array of client investments, positions him to guide clients away from financial pitfalls and toward making prudent choices. Sunshine Financial Services is dedicated to helping clients achieve financial goals through smart and effective investment planning. Their comprehensive financial advisory services leverage their deep understanding of insurance, tax laws, mutual funds, portfolio management services, and fixed deposits, all while considering individual psychology and risk tolerance. Their core mission is to deliver the most tailored financial solutions, enabling people to enjoy a secure and contented life.