About Patel Wealth Advisors Private Limited
Data last updated: 27 February 2026
Patel Wealth Advisors Private Limited is a private limited company based in Rajkot, Gujarat, India. It specialises in brokerage and trading services, a part of the broader financial services sector. Incorporated on 25 June 2015, the company has been in operation for over 11 years.
Registered with ROC Ahmedabad under CIN U93000GJ2015PTC083661.
Capital: 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.
Last AGM: 30 September 2025. Financial statements filed for year ended 31 March 2025. Office: 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.
The company has a workforce of approximately 2 employees as per the latest available data.
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.
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.
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Registered AddressOxygen M/2/3 Housingboard Opp.Pradhyuman – Royalheights Nearneeldadhaba Kalaw, Ad Road., Rajkot, Gujarat, India – 360005
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IndustryFinancial Services, Brokerage & Trading Services
- Historical Financials and ratios
- Shareholding pattern and group structure
- Charges with holder and property details
- Litigation, compliance and MCA filings
- PDF report delivered after checkout
Associated Brands with Patel Wealth Advisors Private Limited
Patel Wealth Advisors Private Limited operates one associated brand: Patel Wealth. These brands represent Patel Wealth Advisors Private Limited's diversified market presence and brand portfolio.
| Brand | Description | Website |
|---|---|---|
| Offers brokerage for equity, derivatives, commodities, and mutual fund distribution services. | patelwealth.com |
Business Activity of Patel Wealth Advisors Private Limited
Patel Wealth Advisors Private Limited is engaged in the principal business activity of financial and insurance service, with detailed activities including financial advisory, brokerage and consultancy services.
| Main Activity Group Code | Description of Main Activity | Business Activity Code | Description of Business Activity | Turnover Percentage |
|---|---|---|---|---|
| K | Financial and insurance Service | K7 | Financial Advisory, brokerage and Consultancy Services | Locked |
Business activity turnover details for Patel Wealth Advisors Private Limited
Turnover contribution percentages and historical activity changes require an active report plan.
- Turnover contribution
- Historical classifications
- Filing-level activity changes
Verified entity values are shown only after access is granted.
Auditor Details of Patel Wealth Advisors Private Limited
Patel Wealth Advisors Private Limited is audited by DOMADIA PATEL & ASSOCIATES for the financial year 2024. The auditor plays a crucial role in ensuring financial transparency and compliance with accounting standards.
| Name | Status | Appointment Date | Cessation Date |
|---|---|---|---|
| DOMADIA PATEL & ASSOCIATES | Locked | Locked | Locked |
Complete auditor history for Patel Wealth Advisors Private Limited
Appointment status, appointment dates, cessation dates, and historical auditor changes require an active report plan.
- Appointment status
- Appointment dates
- Cessation dates
- Auditor changes
Verified entity values are shown only after access is granted.
Board of Directors of Patel Wealth Advisors Private Limited
Patel Wealth Advisors Private Limited is currently managed by 2 directors, with 4 former directors having served the organization. The current Directors play a crucial role in shaping the company's strategic direction and governance.
| Name | Designation | Appointment Date | Tenure | Status |
|---|---|---|---|---|
| Chetna Patel | Director | 20 May 2025 | 1 Years 2 Months | Current |
| Atul Patel | Director | 20 May 2025 | 1 Years 2 Months | Current |
Financials of Patel Wealth Advisors Private Limited FY 2025 filings available
Patel Wealth Advisors Private Limited reported revenue of ₹5.37 Cr (down 49.00% YoY) for FY 2025.
Ten-year financial statements for Patel Wealth Advisors Private Limited
Historical statement values and trend charts require an active report plan.
- Income statements
- Balance sheets
- Cash-flow statements
- Ratios and benchmarks
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Ownership and Shareholding of Patel Wealth Advisors Private Limited
Shareholding and ownership data for Patel Wealth Advisors Private Limited
Promoter, institutional, public, and beneficial ownership values require an active report plan.
- Ownership categories
- Historical changes
- Group structure
- FII and DII holdings
Verified entity values are shown only after access is granted.
Charges & Borrowings of Patel Wealth Advisors Private Limited
| Date | Lender | Amount | Status |
|---|---|---|---|
| 30 Jun 2022 | Others | ₹10 Cr | Satisfied |
| 11 Oct 2018 | Others | ₹1.5 Cr | Satisfied |
Total charge records: 2 View all charges
Employees and EPFO Compliance at Patel Wealth Advisors Private Limited
Patel Wealth Advisors Private Limited has a workforce of 2 employees as of Jan 09, 2025.
Employee and EPFO history for Patel Wealth Advisors Private Limited
Monthly headcount, contribution history, establishment records, and filing compliance require an active report plan.
- Monthly headcount
- PF contributions
- ECR filing status
- Establishment history
Verified entity values are shown only after access is granted.
GST Compliance of Patel Wealth Advisors Private Limited
GST registrations and filing compliance for Patel Wealth Advisors Private Limited
State-wise registrations, return filing status, HSN and SAC details, and jurisdiction records require an active report plan.
- GSTIN registrations
- State-wise filing status
- HSN and SAC details
- Tax jurisdiction records
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Credit Ratings, Litigation & Regulatory Alerts for Patel Wealth Advisors Private Limited
Credit ratings, litigation, and regulatory alerts for Patel Wealth Advisors Private Limited
Agency ratings, court records, regulatory events, and entity-specific compliance alerts require an active report plan.
- Rating history
- Court and tribunal cases
- Regulatory alerts
- Director-linked violations
Verified entity values are shown only after access is granted.
MSME Payment Delays by Patel Wealth Advisors Private Limited
MSME payment history for Patel Wealth Advisors Private Limited
Amounts outstanding to micro and small suppliers, delay reasons, and MSME-1 filing history require an active report plan.
- Outstanding amounts
- Delay periods and reasons
- MSME-1 filing history
- Vendor payment signals
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Subsidiaries & Group Companies of Patel Wealth Advisors Private Limited
Corporate group structure for Patel Wealth Advisors Private Limited
Parent, subsidiary, associate, joint venture, and ownership records require an active report plan.
- Parent company
- Subsidiaries and ownership
- Associates and joint ventures
- Entity investments
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MCA Filings & Documents of Patel Wealth Advisors Private Limited
MCA filings and documents for Patel Wealth Advisors Private Limited
Official forms, annual returns, financial statements, charge filings, and document dates require an active report plan.
- Incorporation documents
- Annual returns and statements
- Charge filings
- Complete filing index
Verified entity values are shown only after access is granted.
Recent Activity on Patel Wealth Advisors Private Limited
Frequently Asked Questions about Patel Wealth Advisors Private Limited
Patel Wealth Advisors Private Limited is an active private limited company in the financial services sector based in Rajkot, Gujarat, India. It was incorporated on 25 June 2015 (11+ years old) and is registered under CIN U93000GJ2015PTC083661. The company has 2 employees.
Patel Wealth Advisors Private Limited reported revenue of ₹5.37 Cr for FY 2025 (down 49.00% YoY).
The current directors of Patel Wealth Advisors Private Limited are:
- Chetna Patel - Director
- Atul Patel - Director
The primary industry of Patel Wealth Advisors Private Limited is financial services. The company specifically operates in brokerage and trading services. The company is currently active in this sector.
Patel Wealth Advisors Private Limited can be reached at the registered office: Oxygen M23 Housingboard Opp.Pradhyuman – Royalheights Nearneeldadhaba Kalaw, Ad Road, Rajkot, Gujarat, India – 360005, or through the website patelwealth.com.
The authorised capital is ₹4.9 Cr, and the paid-up capital is ₹4.9 Cr.