Affiliated with Holborn Assets, my practice is bolstered by the robust resources and respected insights of a leading firm in the industry. Together, we will achieve not just success, but significance in your financial endeavours.
Your Partner in Financial Empowerment
As you navigate the complex world of wealth management, let me, Mala Patel, be your trusted guide. With a decade of experience in the prestigious financial services sector, I specialize in understanding your unique aspirations and crafting personalized strategies to realize them.
Financial Services
01
Wealth Management
Preserve and Enhance Your Wealth
I take a holistic approach to wealth management, offering comprehensive services such as legacy protection, risk management, and tax planning, all tailored to optimize the value of your estate.
02
Citizenship & Residency
Global Citizenship & Residency Awaits
Explore Premier Citizenship & Residency options that open doors globally. I’ll guide you through the complexities, ensuring a seamless investment into your future freedom and global mobility.
03
Retirement Planning
Secure Your Future
Tailor a retirement plan that precisely reflects your life’s work. Together, we’ll ensure your golden years are rich with comfort and peace of mind.
04
Investment Management
Maximize Your Investments
Leverage my expertise to identify and manage investments that align with your financial goals. Let’s build a portfolio that grows with you.
Wall of Success
After a bad experience with a previous financial adviser I found Mala!! She has managed to unravel all of my financial products and explained them to me in a way that I now fully understand. On the back of this thorough review, she has also assisted me with purchasing a second property in Dubai. Without Mala’s patience, assistance and guidance I would not have had a clear overview of my current financial position and buying a property in Dubai would have been a very stressful experience. As I said, I simply cannot recommend her highly enough!
“Working With Mala Patel has transformed my perspective on wealth management. Her tailored advice and proactive approach have significantly increased my portfolio’s performance. Mala is more than just a financial advisor; she is a cornerstone of my financial peace of mind.”
“Mala Patel’s guidance through the citizenship by investment process was invaluable. Her expertise made the process straight forward and stress-free, opening new global doors for my family and me. I highly recommend her services for anyone looking to expand their horizons.”
“Retirement planning always seemed daunting, but Mala made it a well-structured and comforting process. Thanks to her, I’m now looking forward to a retirement that’s not only secure but also aligned with my lifelong dreams. Her personalized approach makes all the difference.”
Mala’s strategic investment management has been a game changer for my assets. Her attention to detail and regular contact ensure that my investments are well positioned for my future goals . She really takes the time to listen and is always at hand to help with questions when I’ve needed her support.
“Mala’s expertise in estate planning provided my family and me with invaluable peace of mind. She expertly navigated the complexities, ensuring a smooth transition and safeguarding our legacy for generations to come. Her dedication and clear communication made a potentially stressful process feel manageable and reassuring.”
I was hesitant to trust anyone with my financial future, but Mala quickly earned my confidence. Her transparent and honest approach, put me at ease. She takes the time to truly understand my goals and concerns, making me feel like a valued Client in the process.
Mala is a trustworthy advisor who I respect for knowing my boundaries and investment style but also for helping me meet my investment needs. The service in general from Holborn has been great with regular check ins and the team following up as and when they say they would.
We have been working with Mala since a few years now. She and her Team have been very helpful identifying investments opportunities and guiding us through the process. All information has been explained in detail. We`ve had a very positive experience so far.
My advisor, Mala Patel, was extremely knowledgeable, friendly and understanding. She listened to what I wanted to achieve and talked me through the various options to get there. She was always available to answer my questions and as we have progressed to do more business I have great confidence in her abilities.
Forge Your Path to Prosperity
Partnering for the Future
Your Prosperity, My Focus
Your Family’s Future First
Financial Success, Unlocked
Financial Clarity Hub
What does a financial consultant do?
As a financial consultant, I offer personalized advice and strategic planning to help individuals manage and grow their wealth effectively. I assess your financial situation, understand your goals, and craft tailored plans for investment management, retirement planning, and other financial needs to ensure your financial security and prosperity.
How can financial consulting help me achieve my investment goals?
I provide clear financial goal-setting and devise investment strategies that align with your risk tolerance, timeline, and financial objectives. Working together with leading investment analysts I ensure that your portfolio is well-positioned for optimal growth and resilience against market fluctuations.
What should I consider when choosing a financial consultant?
When selecting a financial consultant, you should consider their experience, credentials, the breadth of services they offer, and their approach to client relationships. I bring a comprehensive, client-focused approach, ensuring that all advice and strategies are clearly communicated and built around your unique needs.