We offer a diverse range of financial services which includes institutional and retail brokerage of Equity, Derivatives, Commodities, Currency, Online Trading, Depository Services, Distribution of IPOs, Mutual Funds and also dedicated desk for NRIs and Institutional Clients.
Who we are
We, Patel Wealth Advisors Pvt. Ltd. are a team of entrepreneurs from 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 market 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. Read More
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 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 we have now reached a stage in terms of critical mass, when we can develop and propagate our own brand in industry. Read More
Patel Wealth offers
We offer an assorted range of financial services which includes brokerage of equity, distribution of mutual funds, trading of commodities and currencies, portfolio management, etc. With a large team of professionals, we are always there to guide our clients who want to invest in various financial products. We strive to offer value for customer’s money and finance.
Partner With Us
There is a lot of savings in the developing countries like India, waiting to be ploughed into risk assets like equity. With the advancement of technology and easy access to internet, now more people of such countries are opting out for an investment beyond the traditional savings in banks. The increase in standard of living and better awareness of opportunities to invest is fuelled by a dynamic economy where the key to survive is diversification of the investment portfolio. The opportunity is really big and in order to reap full benefits of development, it is recommended to partner with us.
We offer full opportunity to grow with us and thus, becoming a part of our success. We conduct seminars and training workshops to offer the right solutions to our clients or customers. We organize meetings for customers with a panel of dedicated advisors who assist with the research work needed to make decisions in finance field. Moreover, our robust portal and excellent infrastructure are added attractions that will facilitate you to have a rewarding experience by partnering with us.
- Stocks and Derivatives : BSE , NSE
- Depository Services : NSDL
- Research & Advisory Services : On individual Stock & Index (Nifty for both long & short terms)
- Mutual Fund distributions : We are AMFI registered distributor and can therefore engaged in distribution of all mutual fund products.
- IPO Distributions : As agents of reputed Syndicate Members
With an array of products, full support and low set-up cost, we offer an attractive proposition for partnering with us. You need only to register yourself at our portal by filling out the necessary details about yourself. There are also some other eligibilities like having a min 300 sq ft commercial space at a convenient location, excellent financial back up, minimum educational qualification of higher secondary.
