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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 graduated from Mumbai University with a Bachelor of Commerce degree. Ina has earned herself valuable designations of LUCTF® and CLTC®.

                          She began her career as a Registered Representative with New York Life in 2005 and has consistently qualified for New York Life Council memberships, which are a reflection of high levels of production. Most recently, she earned Premier President's Council in 2020. She is a Lifetime Member of MDRT. Ina also takes pride in being a lifetime member of AAHOA as a Hotel owner in her family business. She is a recognized Member of NAIFA and is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

                          As a life insurance agent and financial representative she has in-depth knowledge in finding her clients the right coverage for their insurance and financial needs. She has created a niche in providing financial insurance services for Physicians, Professionals and Business owners.

                          Ina is highly committed to serving her community and its people. She is involved with local organizations like United Leuva Samaj of Sugar Land, Leva Patidar Samaj of Sugar Land, Vadtal Dham Temple of Houston and various other nonprofit organizations. When not at work, Ina enjoys teaching the Gujarati language to her Saturday School kids. She is passionate about her culture and traditions and enriches her passion by hosting a local Radio Show showcasing the songs and culture of India.

                          Ina loves spending time with her husband and 3 sons and taking leisurely walks around her neighborhood with her pet 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


                          830 Julie Rivers Drive
                          Unit 401
                          Sugar Land, TX 77478

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                          Call: 281.302.5406
                          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, KS, LA, MA, MD, MN, MS, NC, NJ, NM, OK, 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, 281-302-5406. In this regard, this communication is strictly intended for individuals residing in the states of CA, GA, LA, NM, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

                          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.

                          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
                                          • Concepts and Strategies
                                            • Newsletters
                                            • CONTACT US
                                              • CLIENT PORTAL
                                                • New York Life
                                                  • NYLife Securities

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