Why Us

Our Mission is to Assist Our Clients in Achieving Financial Peace by Providing Financial Literacy and Customized Solutions.

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Holistic approach for all Financial needs of a customer with no focus towards one product or company.

From the very beginning, we have nurtured SystemEthic to become a client centric organisation. Our philosophy is to keep clients interest at the core of anything we do. This philosophy not only drives all our operations but has won us the faith of our clients over the years.

All needs of Financial Planning & Insurance Planning under one roof be it Insurance-General/Life, Investment in Mutual Funds, Bonds, etc.

We have team experience of more than 40 years. Our Promoter Mr.Jayesh Patwa is in the Finance field since more than past 20 years. He is the pioneer of our organization & he always works towards growth & prosperity of our clients as he firmly believes that growth of our company is directly linked to the growth of our clients. We also have professional team in all segments to serve our clients precisely.

Our USP is in our knowledge sharing or education of our clients. First process in our office is to Educate the client about the product & earn his confidence and then proceed to Sales.

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Introductory (FREE) Services provided by SystemEthic which is important for any business for effective management of funds via Investments


  • Audit of all existing Investments like shares, MF, Bonds, etc.

  • Provide a Report with suggestions.

  • Help in streamlining current Investments & holdings.

  • Gap Analysis

  • Advice on effective management of funds to ensure our hard earned money also generates earnings for us & doesn’t stay idle.

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Introductory (FREE) Services provided by SystemEthic which is important for any business for effective transfer of Risk via Insurance


  • Audit of all existing Insurance (General/Life) Policies.

  • Provide an Audit Report with suggestions.

  • Risk Gap Analysis.

  • Risk Inspection (if required)

  • Claim Consultancy (Paid).

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