Patel Wealth Advisors Private Limited, a active private limited company, was established on 25 June 2015 in Rajkot, Gujarat, India. Engaging in brokerage & trading services within the financial and insurance service sector, it holds CIN: U93000GJ2015PTC083661. Registered under ROC Roc Ahmedabad. it is unlisted. It has an authorized capital of ₹4.90 Cr and a paid-up capital of ₹4.90 Cr.
It upholds a compliant status. Employing 2 professional, Its leadership includes Chetna Patel (Director), Atul Patel (Director). Past directors included Minish Maheshbhai Patel, Mitul Umedlal Vora, Denish Maheshbhai Patel. It holds ₹10.00 Cr open charges and ₹11.50 Cr settled loans. Its latest AGM occurred on 19 September 2024, with the balance sheet filed on 31 March 2024. It is based at Oxygen,M/2/3,Housingboard,Opp.Pradhyuman-Royalheights,Nearneeldadhaba,Kalaw, Ad Road., Rajkot, Gujarat, 360005.
U93000GJ2015PTC083661
083661
25 June 2015
₹4.90 Cr
₹4.90 Cr
Roc Ahmedabad
Unlisted
Active
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| Name | Designation | Appointment Date | Status |
|---|---|---|---|
| Chetna Patel | Director | 20 May 2025 | Current |
| Atul Patel | Director | 20 May 2025 | Current |
| Name | Designation | Cessation | Status |
|---|---|---|---|
| Pramod Abcsdd | Director | 01 Apr 2024 | Past |
| Pramod Abcsdd | Director | 20 May 2025 | Past |
| Pramod Abcsdd | Director | 20 May 2025 | Past |
| Pramod Abcsdd | Director | 05 Dec 2024 | Past |
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Patel Wealth Advisors Private Limited, for the financial year ended 2024, experienced significant reduction in revenue, with a 48.3% decrease. The company also saw a substantial improvement in profitability, with a 353.32% increase in profit. The company's net worth moved up by a moderate rise of 7.24%.
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In 2024, Patel Wealth Advisors had a promoter holding of 100.00%. Access key insights, ownership, including shareholding patterns, funding, foreign investors, KMP remuneration, group structure, and overseas investments.
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₹100,000,000.00
₹115,000,000.00
| Date | Lender | Amount | Status |
|---|---|---|---|
| 30 Jun 2022 | Others | ₹10.00 Cr | Satisfied |
| 11 Oct 2018 | Others | ₹1.50 Cr | Satisfied |
Explore comprehensive loan charge details -
Patel Wealth Advisors has a workforce of 2 employees as of Jan 09, 2025. Unlock access to detailed historical data on individuals associated with the company, including employment records, contributions to the Employees' Provident Fund Organization (EPFO), and other related insights.
Gain comprehensive insights into the Deals and Valuation data of Patel Wealth Advisors, 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 Patel Wealth Advisors's trajectory.
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Progress on A charge registered on 30 Jun 2022 via Charge ID 100597568 with Others was fully satisfied on 14 Jun 2025. was documented.
Chetna Patel was appointed as a Director was appointed as a Director on 20 May 2025 & has been associated with this company since 6 months 30 days . was recorded as a recent event.
The activity Atul Patel was appointed as a Director was appointed as a Director on 20 May 2025 & has been associated with this company since 6 months 30 days . was completed.
The activity Patel Wealth Advisors Private Limited last Annual general meeting of members was held on 19 Sep 2024 as per latest MCA records. was completed.
The activity A charge registered on 11 Oct 2018 via Charge ID 100227024 with Others was fully satisfied on 01 Aug 2024. was completed.
The activity Patel Wealth Advisors Private Limited has filed its annual Financial statements for the year ended 31 Mar 2024 with Roc Ahmedabad. was completed.
The CIN of Patel Wealth Advisors Private Limited is U93000GJ2015PTC083661.
Patel Wealth Advisors Private Limited is headquartered at Oxygen,M/2/3,Housingboard,Opp.Pradhyuman-Royalheights,Nearneeldadhaba,Kalaw, Ad Road., Rajkot, Gujarat, 360005.
Patel Wealth Advisors Private Limited was incorporated on 25 June 2015.
The current directors of Patel Wealth Advisors Private Limited are
The primary industry of Patel Wealth Advisors Private Limited is Financial And Insurance Service.
Patel Wealth Advisors Private Limited is unlisted.
The authorized capital of Patel Wealth Advisors Private Limited is ₹4.90 Cr, and the paid-up capital is ₹4.90 Cr.
The compliance status of Patel Wealth Advisors Private Limited is Compliant.
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