Patel Wealth Advisors Profile
Key Indicators
- Authorised Capital ₹ 4.90 Cr
- Paid Up Capital ₹ 4.90 Cr
- Company Age 9 Year, 11 Months
- Last Filing with ROC 31 Mar 2024
- Open Charges ₹ 10.00 Cr
- Satisfied Charges ₹ 1.50 Cr
- Revenue Growth -48.30%
- Profit Growth 353.32%
- Ebitda 110.47%
- Net Worth 7.24%
- Total Assets 19.68%
About Patel Wealth Advisors
Patel Wealth Advisors Private Limited (PWAPL) is a Private Limited Indian Non-Government Company incorporated in India on 25 June 2015 (Nine years and 11 months 2 days old ). Its registered office is in Rajkot, Gujarat, India.
The Company is engaged in the Financial Services Industry.
The Company's status is Active, and it has filed its Annual Returns and Financial Statements up until 31 March 2024. It's a company limited by shares with an authorized capital of Rs 4.90 Cr and a paid-up capital of Rs 4.90 Cr.
The company currently has active open charges totaling ₹10.00 Cr. The company has closed loans amounting to ₹1.50 Cr, as per Ministry of Corporate Affairs (MCA) records.
Denish Patel and Mitul Vora serve as directors at the Company.
Company Details
- Location
Rajkot, Gujarat, India
- Telephone
+91-XXXXXXXXXX
- Email Address
- Website
- Social Media
- Apps
Corporate Identity Details
- CIN/LLPIN
U93000GJ2015PTC083661
- Company No.
083661
- Company Classification
Private Limited Indian Non-Government Company
- Incorporation Date
25 Jun 2015
- Date of AGM
19 Sep 2024
- Date of Balance Sheet
31 Mar 2024
- Listing Status
Unlisted
- ROC Code
Roc Ahmedabad
Industry
Financial Services
What products or services does Patel Wealth Advisors Private Limited offer?
Patel Wealth Advisors Private Limited offers a wide range of products and services, including Financial Service, Private Equity Services, Commodities Trading Service, Stock Trading/Money Market, Currency Trading Services, Investment Service, Mutual Fund Services.
Patel Wealth Advisors Private Limited
Explore comprehensive data for Patel Wealth Advisors Private Limited, including financials, compliance details, shareholding patterns, and litigation history.
Who are the key members and board of directors at Patel Wealth Advisors?
Board Members (2)
| Name | Designation | Appointment Date | Status |
|---|---|---|---|
Denish Patel  | Director | 25-Jun-2015 | Current |
| Mitul Vora | Director | 05-Dec-2024 | Current |
Financial Performance of Patel Wealth Advisors.
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%.
- Key Matrics
- Balance Sheet
- Profit and Loss
- Cash Flow
- Ratios
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What is the Ownership and Shareholding Structure of Patel Wealth Advisors?
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.
Charges (Loans)
Open Charges
₹10.00 Cr
Satisfied Charges
₹1.50 Cr
Charges Breakdown by Lending Institutions
- Others : 10.00 Cr
Latest Charge Details
| Date | Lender | Amount | Status |
|---|---|---|---|
| 30 Jun 2022 | Others | ₹10.00 Cr | Open |
| 11 Oct 2018 | Others | ₹1.50 Cr | Satisfied |
How Many Employees Work at Patel Wealth Advisors?
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.
Deals i
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.
Rating
Access the credit rating data, providing valuable insights into the company's creditworthiness and financial stability. Explore assessments from leading credit rating agencies, evaluating factors such as debt obligations, liquidity, profitability, and overall financial health.
Alerts
Stay informed about regulatory alerts and litigation involving and associated companies. Receive timely updates on legal proceedings, regulatory changes, and compliance issues that may impact the company's operations, reputation, and financial performance. Monitor litigation involving subsidiaries, joint ventures, and other affiliated entities to assess potential risks and liabilities.
Latest Updates, News, and FAQs on Patel Wealth Advisors
Recent activity within the organization
- Director Appointment
Mitul Umedlal Vora was appointed as a Director was appointed as a Director on 05 Dec 2024 & has been associated with this company since 5 months 21 days .
- Annual General Meeting
Patel Wealth Advisors Private Limited last Annual general meeting of members was held on 19 Sep 2024 as per latest MCA records.
- Charges
A charge registered on 11 Oct 2018 via Charge ID 100227024 with Others was fully satisfied on 01 Aug 2024.
- Balance Sheet
Patel Wealth Advisors Private Limited has filed its annual Financial statements for the year ended 31 Mar 2024 with Roc Ahmedabad.
- Charges
A charge with Others of Rs. 10.00 Cr registered on 30 Jun 2022 with Charge ID 100597568 was modified on 17 Jul 2023.
- Charges
A charge with Others amounted to Rs. 10.00 Cr with Charge ID 100597568 was registered on 30 Jun 2022.
Frequently asked questions
What is the Incorporation or founding date of Patel Wealth Advisors Private Limited?
Patel Wealth Advisors Private Limited was incorporated on 25 Jun 2015.
What is authorized share capital and paid-up capital of Patel Wealth Advisors Private Limited?
The authorized share capital of Patel Wealth Advisors Private Limited is ₹ 4.90 Cr and paid-up capital is ₹ 4.90 Cr.
Who are the current board members & directors of Patel Wealth Advisors Private Limited?
Currently 2 directors are associated with Patel Wealth Advisors Private Limited.
- Denish Maheshbhai Patel
- Mitul Umedlal Vora
What is the registered address of Patel Wealth Advisors Private Limited?
As per Ministry of Corporate Affairs (Mca), the registered address of Patel Wealth Advisors Private Limited is Oxygen M/2/3 Housingboard Opp.Pradhyuman-Royalheights Nearneeldadhaba, Kalaw Ad Road. India, Rajkot, Gujarat, 360005.
What is the corporate identification number (CIN) and company number of Patel Wealth Advisors Private Limited?
The corporate identification number (CIN) of Patel Wealth Advisors Private Limited is U93000GJ2015PTC083661 and the company number is 083661 as per Ministry of Corporate Affairs (MCA).
What is the official website of Patel Wealth Advisors Private Limited?
The Official website of Patel Wealth Advisors Private Limited is https://www.patelwealth.com
What has been the recent revenue trend for Patel Wealth Advisors Private Limited?
According to the financial reports for the fiscal year 2024, the revenue trend for Patel Wealth Advisors Private Limited has fallen by -48.30%.
How many employees does Patel Wealth Advisors Private Limited currently have?
As Per 2024 financial reports, 2 employees are currently employed by Patel Wealth Advisors Private Limited.
What change has been observed in the net worth of Patel Wealth Advisors Private Limited, and by what percentage?
The financial reports for the fiscal year 2024 indicates that The net worth of Patel Wealth Advisors Private Limited has experienced an upsurge of 7.24%.
What are the total open charges for Patel Wealth Advisors Private Limited?
As per the financial statements for fiscal Year 2024, The total open charges for Patel Wealth Advisors Private Limited amount to ₹ 10.00 Cr.
When was the last Balance Sheet of Patel Wealth Advisors Private Limited filed with the ROC?
The most recent Balance Sheet for Patel Wealth Advisors Private Limited was filed with the ROC on 31 Mar 2024.
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