About Patel Wealth
We are a team of entrepreneurs from Western Gujarat engaged in offering a wide range of financial services with a primary focus on qualitative financial advice and helping small and medium businesses to access capital at economical costs.
Under the excellent leadership of industry stalwarts named Minish Patel, Denish Patel and Kaushal Patel, we have expanded our offerings from stocks and derivatives, commodity derivatives and depository services to research and advisory services, distribution of mutual funds, IPO and many more. As a top finance company, we have a state-of-the-art infrastructure in Rajkot, Gujarat to cater to all the financial needs of our global clientele in an economical manner.
Our Vision
We envision operating in all spectra of financial services on a global level. Although we started our journey from membership of regional stock exchange and on the way becoming agents of national level brokers, we have now reached a stage in terms of critical mass, when we can develop and propagate our own brand in industry. Our vision statement can be summed up as ” To operate in all spectra of financial services from broking to banking at economical cost through state-of-art delivery mechanism designed to cater to global customers.”
We envision expanding the existing bouquet of financial products and services in the next few years, concurrently maintaining the quality of service. We are very committed to reaching out to millions of clients in both domestic and international markets.
We seek to give our clients financial safety by allocating his/her overall savings among various assets ranging from individual stocks, mutual funds schemes, precious metals to pension and insurance schemes. The cornerstone of our client-servicing policy is to build long-term and sustainable relationships so that we can give our clients life-time benefit of our investment –advice.
Why choose Us
Our journey started more than two decades ago with a reputed Rajkot based broking house and we acquired a wide client base in Gujarat. Gradually, with more people adding their valuable experience and excellence in the area of finance, we have grown to be a full-service financial firm.
We understand that delivery of financial products and services to a global clientele demands an excellent infrastructure with high transmission capacity and backup facility and hence we have a robust infrastructure in an office space of more than 10,000 sq ft.
We are proud members of BSE, NSE, and Multi Commodity Exchange of India Limited (MCX) and our underlying philosophy is ethical and client-centric advice so as to safeguard client-interests.
Our Mission
We see ourselves giving our customers qualitative advisory and intermediation services at affordable costs, through an integrated and wide network which shall tap the customers at their doorstep. The idea is to provide hassle free and affordable financial advice to customers.
We shall leverage technology in order to build relationship for a lifetime on sustainable basis. Our mission therefore is “Financial advice at customer doorstep at affordable cost and minimal effort to customers”.
We seek to achieve competitive edge by ensuring total customer satisfaction through world class service delivery mechanism. We (i) leverage modern technology for transactions processing (ii) continuously improve upon delivery mechanism by using modern technology (iii) respond to a customer issues in a pro-active way.