About Patel Wealth
Patel Wealth is a Technology company based in Rajkot (India) founded in 2015. It offers brokerage for equity, derivatives, commodities, and mutual fund distribution services. It operates on a B2B and B2C model in Technology and Financial Services sectors. The company has 2 employees. Its website patelwealth.com draws about 20 thousand monthly visits. Its Indian entity Patel Wealth Advisors Private Limited reported revenue of ₹5.37 Cr. Patel Wealth offers products and services including Equity Brokerage, Mutual Funds Distribution, Commodities Trading, and Depository Services. Its focus areas include Finance, Investment Tech, Mutual Funds and Distribution.
Company details
Patel Wealth Advisors Private Limited is a financial firm based in Rajkot, Gujarat, India, providing brokerage services for equity, derivatives, commodities, currency, and online trading. They distribute mutual funds and IPOs, offering depository services to retail and institutional clients, including NRIs, with a focus on ethical advice and global support through state-of-the-art infrastructure.
- Headquarters Rajkot, India
- Employees 2
- SectorsTechnologyFinancial Services
- Email••••••••
- Website patelwealth.com
- Social LinkedIn X Facebook YouTube
- Legal Name Patel Wealth Advisors Private Limited
- Date of Incorporation 25 Jun, 2015
- Jurisdiction Rajkot, Gujarat, India
- Annual Revenue₹5.37 Cr
FY 2025 · -49% YoY
- Net Profit₹2.5 Lakh
FY 2025 · 0% margin
- EBITDA₹21.8 Lakh
FY 2025 · 4% margin
- Employee Count2
Associated legal entities of Patel Wealth
Patel Wealth operates through Patel Wealth Advisors Private Limited (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2025) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Patel Wealth Advisors Private Limited CIN U93000GJ2015PTC083661 | Active | 25 Jun 2015 | Rajkot, Gujarat | ₹5.4 Cr | 2 | 2 | View details |
Products & Services of Patel Wealth
Patel Wealth offers a comprehensive portfolio of products and services, including Equity Brokerage, Mutual Funds Distribution, Commodities Trading, and Depository Services.
Services for trading and investing in equities and derivatives
Distribution of various mutual fund schemes for investors
Consulting and trading in commodities and currencies
Electronic management of share balances and depository accounts
Apps and channels of Patel Wealth
Patel Wealth publishes 4 mobile apps with over 20K+ downloads.
Board of directors of Patel Wealth Advisors Private Limited (Patel Wealth)
Patel Wealth Advisors Private Limited is the primary company behind Patel Wealth. The board of Patel Wealth Advisors Private Limited currently have 2 directors; the longest-serving is Chetna Patel, appointed in 2025. 5 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Chetna Patel DIN 11085644 | Director | 20 May 2025 | 1 yr 5 mo | Patel Wealth Advisors Private Limited |
| Atul Patel DIN 11085657 | Director | 20 May 2025 | 1 yr 5 mo | Patel Wealth Advisors Private Limited |
Financials of Patel Wealth
Figures of Patel Wealth Advisors Private Limited, the primary company behind Patel Wealth, for FY 2025. Revenue was ₹5.37 Cr (-49% year on year). Net profit was ₹2.5 Lakh (0% margin). EBITDA was ₹21.8 Lakh (4% margin). Revenue has grown at a compounded annual rate of -21% over three years and -7% over five years.
- ₹5.37 CrRevenue · FY 2025 · -49% YoY
- ₹2.5 LakhNet profit · 0% margin
- ₹21.8 LakhEBITDA · 4% margin
- ₹4.90 CrPaid-up capital
- 2Employees (provident fund records)
- -21%Revenue CAGR, 3 years
- -7%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Patel Wealth Advisors Private Limited are on its company page.
Detailed financial statements for Patel Wealth
Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.
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Web traffic of Patel Wealth
The website of Patel Wealth (patelwealth.com) receives about 19.9K visits a month.
- Monthly visits19.9K
▼ 15.4% vs previous month
Top companies in Investment & Financial Technology
2 companies that operate in the same segment as Patel Wealth (Investment & Financial Technology) in India, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
App-based brokerage stock trading platform | 1996 | Mumbai, Maharashtra, India | USD 38.41 M | USD 548.9 M | 3,830 | |
Smart investment portfolios are offered via an online platform. | 2015 | Bengaluru, Karnataka, India | USD 121.05 M | USD 635.51 K | 231 |
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Frequently Asked Questions about Patel Wealth
Patel Wealth was founded in 2015.
Patel Wealth is headquartered in Rajkot, India. It is registered at Rajkot, Gujarat, India.
Patel Wealth has 2 employees.
The primary company behind Patel Wealth, Patel Wealth Advisors Private Limited, reported revenue of ₹5.37 Cr for FY 2025, down 49% year on year.
Patel Wealth Advisors Private Limited is a financial firm based in Rajkot, Gujarat, India, providing brokerage services for equity, derivatives, commodities, currency, and online trading. They distribute mutual funds and IPOs, offering depository services to retail and institutional clients, including NRIs, with a focus on ethical advice and global support through state-of-the-art infrastructure.
Patel Wealth offers Equity Brokerage, Mutual Funds Distribution, Commodities Trading, and Depository Services.
Patel Wealth operates through Patel Wealth Advisors Private Limited.
The legal entities of Patel Wealth currently have 2 directors, including Chetna Patel, Atul Patel.
Yes. Patel Wealth publishes Bunny - by Patel Wealth and 3 more apps, with over 20,000 downloads.