Patel Wealth Advisors Private Limited - Company Profile

It is a financial services private limited company based in Rajkot, Gujarat, India, established in 2015.
2015 Rajkot, Gujarat, India Active
Last Updated:
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About Patel Wealth Advisors Private Limited

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 30 September 2025, with the balance sheet filed on 31 March 2025. It is based at Oxygen,M/2/3,Housingboard,Opp.Pradhyuman-Royalheights,Nearneeldadhaba,Kalaw, Ad Road., Rajkot, Gujarat, 360005.

Company Details
  • Email
    **********
  • Telephone

    +91-XXXXXXXXXX

  • Website
    **********
  • Social Media
    **********
  • Apps
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Company Details

  • CIN/LLPIN

    U93000GJ2015PTC083661

  • Registration Number

    083661

  • Incorporation Date

    25 June 2015

  • Authorized Capital

    ₹4.90 Cr

  • Paid-Up Capital

    ₹4.90 Cr

  • ROC Code

    Roc Ahmedabad

  • Listing Status

    Unlisted

  • Company Status

    Active

Key Metrics
  • Authorised Capital ₹ 4.90 Cr
  • Paid Up Capital ₹ 4.90 Cr
  • Company Age 10 Year, 7 Months
  • Last Filing with ROC 31 Mar 2025
  • Open Charges ₹ 10.00 Cr
  • Satisfied Charges ₹ 11.50 Cr
  • Revenue Growth **** -48.30%
  • Profit Growth **** 353.32%
  • Ebitda **** 110.47%
  • Net Worth 7.24%
  • Total Assets **** 19.68%
Company report

Patel Wealth Advisors Private Limited

Company Report FY 2025-2026

Comprehensive Company Insights

Explore comprehensive insights into Patel Wealth Advisors 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 Patel Wealth Advisors Private Limited?
Current Directors
Name Designation Appointment Date Status
Chetna Patel Director 20 May 2025 Current
Atul Patel Director 20 May 2025 Current
Past Directors
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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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%.

Patel Wealth Advisors revenue growth over time
Patel Wealth Advisors 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
  • Balance Sheet
  • Profit and Loss
  • Cash Flow
  • Ratios
Metrics
(FY 2023) YOY Growth
(FY 2022) (FY 2021) (FY 2020) (FY 2019)
Total Revenue
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 -48.30%
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*******
*******
*******
Revenue from Operations
*******
 -49.38%
*******
*******
*******
*******
Total Assets
*******
 19.68%
*******
*******
*******
*******
Profit or Loss
*******
 353.32%
*******
*******
*******
*******
Net Worth
*******
 7.24%
*******
*******
*******
*******
EBITDA
*******
 110.47%
*******
*******
*******
*******

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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.

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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Charges (Loans)
Open Charges

₹100,000,000.00

Satisfied Charges

₹115,000,000.00

Charges Breakdown by Lending Institutions
  • Others : 11.50 Cr
Latest Charge Details
Date Lender Amount Status
30 Jun 2022 Others ₹10.00 Cr Satisfied
11 Oct 2018 Others ₹1.50 Cr Satisfied

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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.

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 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
Graph displaying rating trends over time

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
Alert Indicator

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.

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Latest Updates, News, and FAQs on Patel Wealth Advisors
Recent Activity within the Organization
  • Annual General Meeting

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

  • Charges

    Progress on A charge registered on 30 Jun 2022 via Charge ID 100597568 with Others was fully satisfied on 14 Jun 2025. was documented.

  • Director Appointment

    Progress on Chetna Patel was appointed as a Director was appointed as a Director on 20 May 2025 & has been associated with this company since 8 months 28 days . was documented.

  • Director Appointment

    Atul Patel was appointed as a Director was appointed as a Director on 20 May 2025 & has been associated with this company since 8 months 28 days . was recorded as a recent event.

  • Balance Sheet

    The activity Patel Wealth Advisors Private Limited has filed its annual Financial statements for the year ended 31 Mar 2025 with Roc Ahmedabad. was completed.

  • Charges

    Progress on A charge registered on 11 Oct 2018 via Charge ID 100227024 with Others was fully satisfied on 01 Aug 2024. was documented.

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Frequently Asked Questions
What is the CIN of Patel Wealth Advisors Private Limited?

The CIN of Patel Wealth Advisors Private Limited is U93000GJ2015PTC083661.

Where is Patel Wealth Advisors Private Limited headquartered?

Patel Wealth Advisors Private Limited is headquartered at Oxygen,M/2/3,Housingboard,Opp.Pradhyuman-Royalheights,Nearneeldadhaba,Kalaw, Ad Road., Rajkot, Gujarat, 360005.

When was Patel Wealth Advisors Private Limited incorporated?

Patel Wealth Advisors Private Limited was incorporated on 25 June 2015.

Who are the current directors of Patel Wealth Advisors Private Limited?

The current directors of Patel Wealth Advisors Private Limited are

What is the primary industry of Patel Wealth Advisors Private Limited?

The primary industry of Patel Wealth Advisors Private Limited is Financial And Insurance Service.

Is Patel Wealth Advisors Private Limited a listed company?

Patel Wealth Advisors Private Limited is unlisted.

What is the capital structure of Patel Wealth Advisors Private Limited?

The authorized capital of Patel Wealth Advisors Private Limited is ₹4.90 Cr, and the paid-up capital is ₹4.90 Cr.

What is the compliance status of Patel Wealth Advisors Private Limited?

The compliance status of Patel Wealth Advisors Private Limited is Compliant.

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