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Meet Our Team

Ina Patel Headshot

Ina C. Patel, LUTCF®, CLTC®

Founder | Financial Services Professional


Ina Patel is the Founder and Principal of Ina Insurance Group, LLC. She holds a Bachelor of Commerce degree from Mumbai University and has earned respected industry designations, including LUCTF® and CLTC®.

Ina began her career as a Financial Professional with New York Life and a Registered Representative with NYLIFE Securities LLC and has consistently demonstrated excellence in the field. She is a multi-year qualifier for New York Life’s prestigious Council memberships, including Chairman’s Council, (2023 - 2025) which recognizes the highest levels of performance and client dedication. Ina is also a Lifetime Member of the Million Dollar Round Table (MDRT) and an active member of the National Association of Insurance and Financial Advisors (NAIFA).

In addition to her professional accomplishments, Ina is a lifetime member of AAHOA and contributes to her family’s hotel business. She has developed a niche in delivering personalized insurance and financial solutions tailored to physicians, professionals, and business owners.

Deeply committed to her community, Ina is actively involved with several local organizations, including the United Leuva Samaj of Houston, Leva Patidar Samaj of Houston, Vadtal Dham Temple of Houston, Bhakta Samaj of Houston and other nonprofit initiatives. She shares her cultural heritage by teaching Gujarati at Saturday School and hosting a local radio show that celebrates Indian music and traditions.

Ina enjoys spending quality time with her husband and three sons and taking peaceful walks with their family dog, Hercules.



Neetu Malkani Headshot

Neetu Malkani

Director of Client Relations


Neetu Malkani is the Director of Client Relations for Ina Insurance Group, and has been a valued staff member and part of Ina's team since 2008. Neetu enjoys working in a client centric culture and assists Ina with her new and existing clients. Her role includes providing assistance with new business paper work, client policy services, meeting preparations and file and database management.

When not at work, Neetu enjoys reading, watching movies and spending time with her family.


The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.
*Council is an annual company recognition program based on agent production from July 1- June 30.

Our Location


3200 Southwest Freeway
Suite 1900
Houston TX 77027

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Call: 281.302.5406
Cell: 713.591.4130

ina@inainsurancegroup.com
neetu@inainsurancegroup.com

Disclosure

Ina Patel is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AL, AR (AR Insurance License #8492875), AZ, CA (CA Insurance License #0G15524), FL, GA, IA, KS, LA, MA, MD, MN, MS, NC, NJ, NM, OH, OK, PA, TN, TX, and WI. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Ina Patel is licensed and authorized to offer insurance in California and Arkansas, but Ina Insurance Group, LLC may not be. For additional information on licensure status, please click here for California and/or click here for Arkansas.

Ina Patel is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 3200 Southwest Fwy Ste 1900, Houston, TX, 77027, 713-591-4130. In this regard, this communication is strictly intended for individuals residing in the states of CA, GA, IA, LA, NM, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

Ina Insurance Group, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither Ina Insurance Group, LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

For more information about NYLIFE Securities LLC and its investment professionals.

Click here
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Ina Insurance Group, LLC

Ina Chetan Patel

Founder
  • ABOUT US
    • Meet Our Team
    • Client Profiles
    • Community and Industry Involvement
    • Strategic Alliances
  • OUR SERVICES
    • Areas of Expertise
    • Our Holistic Process
  • EDUCATIONAL RESOURCES
    • Financials Videos
    • Newsletters
  • CONTACT US
  • CLIENT PORTAL
    • New York Life
    • NYLife Securities

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