P. I. Patel Wealth Management Private Limited - Company Profile

It is a professional services private limited company based in Navli, Gujarat, India, established in 2011.
2011 Navli, Gujarat, India Active
Last Updated:
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About P. I. Patel Wealth Management Private Limited

P. I. Patel Wealth Management Private Limited, a active private limited company, was established on 11 January 2011 in Navli, Gujarat, India. Engaging in management consultancy activity within the professional services sector, it holds CIN: U74140GJ2011PTC063597. Registered under ROC Roc Ahmedabad. it is unlisted. It has an authorized capital of ₹0.10 M and a paid-up capital of ₹0.10 M.

It upholds a compliant status. Its leadership includes Navinchandra Shantilal Patel (Director), Rita Ketan Patel (Director). Past directors included Chandrikaben Navinbhai Patel, Pravinbhai Ishwarbhai Patel, Deepak Pravinbhai Patel. Its latest AGM occurred on 30 September 2025, with the balance sheet filed on 31 March 2025. It is based at Ishwar Nivas, Near Ramji Mandir, Be Darwaja Wali Khadki, Navli, Navli, Gujarat, 388355.

Company Details
  • Email
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  • Telephone

    +91-XXXXXXXXXX

  • Website
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  • Social Media
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  • Apps
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Company Details

  • CIN/LLPIN

    U74140GJ2011PTC063597

  • Registration Number

    063597

  • Incorporation Date

    11 January 2011

  • Authorized Capital

    ₹0.10 M

  • Paid-Up Capital

    ₹0.10 M

  • ROC Code

    Roc Ahmedabad

  • Listing Status

    Unlisted

  • Company Status

    Active

Key Metrics
  • Authorised Capital ₹ 0.10 M
  • Paid Up Capital ₹ 0.10 M
  • Company Age 15 Year, 1 Month
  • Last Filing with ROC 31 Mar 2025
Company report

P. I. Patel Wealth Management Private Limited

Company Report FY 2025-2026

Comprehensive Company Insights

Explore comprehensive insights into P. I. Patel Wealth Management Private Limited — covering financial performance, compliance records, Competitor, shareholding patterns, directors, key metrics, and litigation history. Unlock to see detailed insights and stay informed.

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Who are the key members and board of directors at P. I. Patel Wealth Management Private Limited?
Current Directors
Name Designation Appointment Date Status
Navinchandra Shantilal Patel Director 11 Jan 2011 Current
Rita Ketan Patel Director 28 Mar 2019 Current
Past Directors
Name Designation Cessation Status
Pramod Abcsdd Additional Director 22 Sep 2023 Past
Pramod Abcsdd Director 14 Sep 2017 Past
Pramod Abcsdd Director 29 Mar 2019 Past
Pramod Abcsdd Additional Director 30 Sep 2019 Past

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Financial Performance of P. I. Patel Wealth Management.

P. I. Patel Wealth Management Private Limited, for the financial year ended 2017, experienced no change in revenue, with a 0% increase. The company also saw a no change in profitability, with a 0% increase in profit. The company's net worth witnessed no change by increase of 0%.

P. I. Patel Wealth Management revenue growth over time
P. I. Patel Wealth Management profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors
Emtek
Feb, 2021 Amount Post-IPO - Grab Valuation

investors
Signite Partners
Jan, 2021 Amount Post-IPO - Grab Valuation

investors
Hana Financial Group , GGV Capital
Feb, 2021 Amount Post-IPO - Grab Valuation

investors
Signite Partners
  • Key Matrics
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  • Profit and Loss
  • Cash Flow
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What is the Ownership and Shareholding Structure of P. I. Patel Wealth Management?

In 2017, P. I. Patel Wealth Management had a promoter holding of 100.00%. Access key insights, ownership, including shareholding patterns, funding, foreign investors, KMP remuneration, group structure, and overseas investments.

Shareholding Pattern (FY 2024)
shareholding
  • Promoters: 92.83%
  • Public: 4.10%
  • Others: 3.07%
Shareholding Pattern over the Year
FY (2024) FY (2023) FY (2022) FY (2021) FY (2020)
Promoters 92.83 94.62 94.55 94.55 94.55
Public 4.10 3.89 3.95 3.96 3.98
Others 3.07 1.49 1.50 1.49 1.47

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How Many Employees Work at P. I. Patel Wealth Management?

Unlock and access historical data on people associated with P. I. Patel Wealth Management, such as employment history, contributions to the Employees' Provident Fund Organization (EPFO), and related information.

Employee Date Number of Employees
2020 78,000
2021 80,500
2022 83,200
2023 86,000
2024 89,500
2025 92,000
Deals i
Graph showing company valuation over time

Gain comprehensive insights into the Deals and Valuation data of P. I. Patel Wealth Management, offering detailed information on various transactions, including security allotment data. Explore the intricate details of financial agreements, mergers, acquisitions, divestitures, and strategic partnerships that have shaped P. I. Patel Wealth Management's trajectory.

Rating
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Alerts
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Latest Updates, News, and FAQs on P. I. Patel Wealth Management
Recent Activity within the Organization
  • Annual General Meeting

    Progress on P. I. Patel Wealth Management Private Limited last Annual general meeting of members was held on 30 Sep 2025 as per latest MCA records. was documented.

  • Balance Sheet

    Progress on P. I. Patel Wealth Management Private Limited has filed its annual Financial statements for the year ended 31 Mar 2025 with Roc Ahmedabad. was documented.

  • Director Appointment

    Progress on Rita Ketan Patel was appointed as a Director was appointed as a Director on 28 Mar 2019 & has been associated with this company since 6 years 11 months . was documented.

  • Director Appointment

    Navinchandra Shantilal Patel was appointed as a Director was appointed as a Director on 11 Jan 2011 & has been associated with this company since 15 years 1 month . was recorded as a recent event.

  • Company Incorporation

    Progress on P. I. Patel Wealth Management Private Limited was registered on 11 Jan 2011 with Roc Ahmedabad & aged 15 years 1 month as per MCA records. was documented.

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Frequently Asked Questions
What is the CIN of P. I. Patel Wealth Management Private Limited?

The CIN of P. I. Patel Wealth Management Private Limited is U74140GJ2011PTC063597.

Where is P. I. Patel Wealth Management Private Limited headquartered?

P. I. Patel Wealth Management Private Limited is headquartered at Ishwar Nivas, Near Ramji Mandir, Be Darwaja Wali Khadki, Navli, Navli, Gujarat, 388355.

When was P. I. Patel Wealth Management Private Limited incorporated?

P. I. Patel Wealth Management Private Limited was incorporated on 11 January 2011.

Who are the current directors of P. I. Patel Wealth Management Private Limited?

The current directors of P. I. Patel Wealth Management Private Limited are

What is the primary industry of P. I. Patel Wealth Management Private Limited?

The primary industry of P. I. Patel Wealth Management Private Limited is Professional Services.

Is P. I. Patel Wealth Management Private Limited a listed company?

P. I. Patel Wealth Management Private Limited is unlisted.

What is the capital structure of P. I. Patel Wealth Management Private Limited?

The authorized capital of P. I. Patel Wealth Management Private Limited is ₹0.10 M, and the paid-up capital is ₹0.10 M.

What is the compliance status of P. I. Patel Wealth Management Private Limited?

The compliance status of P. I. Patel Wealth Management Private Limited is Compliant.

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