About Patel Wealth Advisors Private Limited
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Patel Wealth Advisors Private Limited is a private limited company based in Rajkot, Gujarat, India. It operates in the brokerage and trading services segment of the financial services sector. It was incorporated on 25 June 2015 and has been in existence for over 11 years.
The company is registered with the Registrar of Companies (ROC), Ahmedabad, under CIN U93000GJ2015PTC083661. Its GSTIN is 24AAICP1902B1Z2 (Gujarat).
The company has an authorised share capital of ₹4.9 Cr and a paid-up capital of ₹4.9 Cr. It is led by directors Chetna Patel and Atul Patel.
Its last annual general meeting (AGM) was held on 30 September 2025, and its latest financial statements are for the year ended 31 March 2025. The registered office is at Rajkot, Gujarat.
As per the financials filed for FY 2025, the company reported a revenue of ₹5.37 Cr, a decline of 49% compared to the previous year. For the same year it recorded a net profit of ₹2.47 Lakh (net margin 0.5%) and EBITDA of ₹21.84 Lakh (EBITDA margin 4.1%). Revenue has declined at a compounded annual rate (CAGR) of 21% over three years and 7% over five years.
The company has about 2 employees on its provident fund (EPFO) records.
The company is associated with 1 brand: Patel Wealth. As per MCA filings, the company has open charges of ₹10 Cr and satisfied charges of ₹11.5 Cr on record. Court records list 3 cases involving the company, including 3 filed against it; 2 cases are pending.
The current compliance status is marked as compliant by the Registrar of Companies. For more details, the company can be reached via its website patelwealth.com.
Company details
Contact details
Patel Wealth Advisors Private Limited's registered office is in Rajkot, Gujarat. Its website is patelwealth.com. Its e-mail address and telephone number are in the company report.
- Email
- Telephone
- Website
- Social Media
- Apps
- Registered AddressOxygen M/2/3 Housingboard Opp.Pradhyuman – Royalheights Nearneeldadhaba Kalaw, Ad Road., Rajkot, Gujarat, India – 360005
- IndustryFinancial Services, Brokerage & Trading Services
To see the full contact details of Patel Wealth Advisors Private Limited, buy the company report.
- Company details, directors and signatories
- Historical financials and ratios
- Shareholding pattern and group structure
- Charges with holder and property details
- Legal cases, compliance and MCA filings
Brands
Patel Wealth Advisors operates one associated brand: Patel Wealth. Each brand links to its own profile.
| Brand | Description | Website |
|---|---|---|
| Offers brokerage for equity, derivatives, commodities, and mutual fund distribution services. | patelwealth.com |
Business activity
The main business activity of Patel Wealth Advisors is financial and insurance service. In detail, this covers financial advisory, brokerage and consultancy services.
| Main activity group code | Main activity | Business activity code | Business activity | Share of turnover |
|---|---|---|---|---|
| K | Financial and insurance Service | K7 | Financial Advisory, brokerage and Consultancy Services |
To see the full business activity and turnover split of Patel Wealth Advisors Private Limited, buy the company report.
Financials of Patel Wealth Advisors Private Limited
FY 2025 filings availablePatel Wealth Advisors Private Limited reported revenue of ₹5.37 Cr (down 49% YoY) for FY 2025.
Compounded Annual Growth Rate (CAGR)
Revenue has declined at a compounded annual rate (CAGR) of 7% over five years, including a 49% fall in the latest year. EBITDA fell 82% in the latest year. Three- and five-year figures are compounded annual growth rates (CAGR): the steady yearly rate that links the first and the last year. All are worked out from the filed statements.
Financial Statement Summary
| Metrics | FY 2024-25 | FY 2023-24 | FY 2022-23 | FY 2021-22 | FY 2020-21 |
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| EBITDA | ₹21.84 Lakh | ||||
| Profit Before Tax | |||||
| Tax Expense | |||||
| Net Profit (PAT) | ₹2.47 Lakh | ||||
| Balance Sheet | |||||
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Financial Ratios
| Metrics | FY 2024-25 | FY 2023-24 | FY 2022-23 | FY 2021-22 | FY 2020-21 |
|---|---|---|---|---|---|
| Profitability | |||||
| EBITDA Margin | 4.1% | ||||
| Net Profit Margin | 0.5% | ||||
| Return on Equity (ROE) | |||||
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To see the full financial statements and ratios of Patel Wealth Advisors Private Limited, buy the company report.
Board of directors of Patel Wealth Advisors Private Limited
Patel Wealth Advisors has 2 current directors and 4 former directors. Current directors are listed first, with their designation and appointment date.
| Name | Designation | Appointment Date | Tenure | Status |
|---|---|---|---|---|
| Chetna Patel | Director | 20 May 2025 | 1 Years 5 Months | Current |
| Atul Patel | Director | 20 May 2025 | 1 Years 5 Months | Current |
Peer comparison
Patel Wealth Advisors Private Limited is compared with the 4 companies closest to it by revenue in the BFSI industry (Broking Services), with the same principal business activity (financial advisory, brokerage and consultancy services), from the latest filed financials of each company.
| Company | Revenue | Net profit | Margin | Growth (1 yr) | Employees | Location |
|---|---|---|---|---|---|---|
| B. P. Fin - Rubchem Private Limited | ₹5.4 Cr (FY 2025) | 187.0% | Mumbai, Maharashtra, India | |||
| Aditya Birla Commodities Broking Limited | ₹5.39 Cr (FY 2018) | -34.0% | Veraval, Gujarat, India | |||
| Vishwas Fincap Services Private Limited | ₹5.38 Cr (FY 2024) | 83.0% | New Delhi, Delhi, India | |||
| Patel Wealth Advisors Private Limitedthis company | ₹5.37 Cr (FY 2025) | ₹2.47 Lakh | 0.5% | -49.0% | 2 | Rajkot, Gujarat, India |
| Aamolik Consultancy Services Private Limited | ₹5.36 Cr (FY 2024) | 227.0% | New Delhi, Delhi, India |
To see the full peer comparison of Patel Wealth Advisors Private Limited, buy the company report.
Auditor
Patel Wealth Advisors Private Limited is audited by DOMADIA PATEL & ASSOCIATES for the financial year 2024.
| Auditor firm | Financial year | Firm registration number |
|---|---|---|
| DOMADIA PATEL & ASSOCIATES | FY 2024 | 126962W |
Shareholding
The shareholding of Patel Wealth Advisors Private Limited is on record for 5 financial years, the latest being FY 2024, split between promoters, domestic institutions, foreign institutions, public shareholders and others.
| Shareholder category | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|
| Promoters | |||||
| Domestic institutional investors (DII) | |||||
| Foreign institutional investors (FII) | |||||
| Public | |||||
| Others |
To see the full shareholding pattern of Patel Wealth Advisors Private Limited, buy the company report.
Charges & borrowings
| Date | Charge ID | Lender | Amount | Status | Modified or satisfied on |
|---|---|---|---|---|---|
| 30 Jun 2022 | 100597568 | Others | ₹10 Cr | Satisfied | |
| 11 Oct 2018 | 100227024 | Others | ₹1.5 Cr | Satisfied |
To see the full charge records of Patel Wealth Advisors Private Limited, buy the company report.
Total charge records: 2 View all charges
Legal cases
Patel Wealth Advisors Private Limited has 3 court cases on record: 3 filed against it. 2 cases are pending and 1 is disposed.
Cases by court
| Court | Cases | Against the company | Pending |
|---|---|---|---|
| District courts | 2 | 2 | 1 |
| High courts | 1 | 1 | 1 |
Cases on record (3 of 3)
| Court | Type of case | Party | Status |
|---|---|---|---|
| District court, Ahmedabad, Gujarat | Interim or miscellaneous application | Filed against the company by an individual | Pending |
| High Court of Gujarat | Special civil application | Filed against the company by State of Gujarat | Pending |
| District court, Ahmedabad, Gujarat | Criminal complaint | Filed against the company by The State of Gujarat | Disposed |
To see the full case history of Patel Wealth Advisors Private Limited, buy the company report.
Case records are compiled from court listings and may lag the court's own records. A case filed against a company is not a finding against it.
MSME payment delays
Patel Wealth Advisors Private Limited has 5 MSME Form 1 returns on record between 2020 and 2023, listing 9 overdue payments to 6 micro and small suppliers. Companies must report dues to micro and small suppliers that stay unpaid for more than 45 days in a half-yearly MSME Form 1 return.
Suppliers with reported dues (5 of 6)
| Supplier | Amount due | Due since | Reported on |
|---|---|---|---|
| VRDK & Co | |||
| Digiotech Solutions Private Limited | |||
| Ashok Enterprise | |||
| Hardware Khazana | |||
| R.Kishanachandra & Co. |
To see the full MSME payment records of Patel Wealth Advisors Private Limited, buy the company report.
Individuals and sole proprietors among the suppliers are not named.
Employees & EPFO
Patel Wealth Advisors Private Limited has a workforce of 2 employees on its EPFO records as of Jan 09, 2025, across 1 active EPFO establishment.
GST
Patel Wealth Advisors has 1 GST registration: 1 active.
| GSTIN | State | Status | Registered on |
|---|---|---|---|
| 24AAICP1902B1Z2 | Gujarat | Active | 01 Jul 2017 |
To see the full GST registrations and return filing status of Patel Wealth Advisors Private Limited, buy the company report.
Recent activity
Patel Wealth Advisors Private Limited has 7 board changes on record since 2024: 3 appointments and 4 cessations. The latest: Atul Patel was appointed as Director on 20 May 2025.
3 earlier events are in the company report.
Frequently asked questions
Patel Wealth Advisors is an active private limited company based in Rajkot, Gujarat, India. The company works in brokerage and trading services, within the financial services industry. It was incorporated on 25 June 2015 (11+ years old) and is registered under CIN U93000GJ2015PTC083661.
Patel Wealth Advisors has 2 current directors:
- Chetna Patel - Director
- Atul Patel - Director
The latest financial statements of Patel Wealth Advisors on record with the MCA are for the year ended 31 March 2025. Its last annual general meeting was held on 30 September 2025. Year-wise statements from FY 2016 are in the company report.
The GSTIN of Patel Wealth Advisors is 24AAICP1902B1Z2, registered in Gujarat.
The CIN (Corporate Identification Number) of Patel Wealth Advisors is U93000GJ2015PTC083661. It is issued by the Ministry of Corporate Affairs under the Companies Act, 2013, and uniquely identifies the company in India.
Patel Wealth Advisors has 3 court cases on record: 3 filed against it. 2 are pending. Most are in the district courts.
Patel Wealth Advisors was incorporated on 25 June 2015, making it 11+ years old. It is registered with the Registrar of Companies, Ahmedabad.
The peers of Patel Wealth Advisors by revenue are B. P. Fin - Rubchem Private Limited, Aditya Birla Commodities Broking Limited, Vishwas Fincap Services Private Limited, Aamolik Consultancy Services Private Limited, all in the BFSI industry (Broking Services), with the same principal business activity (financial advisory, brokerage and consultancy services).
Atul Patel was appointed as Director on 20 May 2025. Chetna Patel was appointed as Director on 20 May 2025. Denish Maheshbhai Patel ceased to be Director on 20 May 2025. Patel Wealth Advisors has 7 board changes on record in total.
Patel Wealth Advisors has 5 MSME Form 1 returns on record between 2020 and 2023, listing 9 overdue payments to 6 micro and small suppliers. The latest return was filed on 29 Apr 2023.
Patel Wealth Advisors can be reached through the website patelwealth.com. Its registered office is in Rajkot, Gujarat, India.
The registered office of Patel Wealth Advisors is at Oxygen M23 Housingboard Opp.Pradhyuman – Royalheights Nearneeldadhaba Kalaw, Ad Road., Rajkot, Gujarat, India – 360005.
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