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Patel Wealth Advisors Pvt. Ltd.

Lollipop

We, Patel Wealth Advisors Pvt. Ltd. are a team of entrepreneurs from Gujarat engaged in offering a wide range of financial services with a primary focus on qualitative financial advice and helping small and medium businesses to access capital market at economical costs.

Under the excellent leadership of industry stalwarts named Minish Patel, Denish Patel and Kaushal Patel, we have expanded our offerings from stocks and derivatives, commodity derivatives and depository services to research and advisory services, distribution of mutual funds, IPO and many more. As a top finance company, we have a state-of-the-art infrastructure in Rajkot, Gujarat to cater to all the financial needs of our global clientele in an economical manner.

We envision operating in all spectra of financial services on a global level. Although we started our journey from membership of regional stock exchange and on the way becoming agents of national level brokers, we have now reached a stage in terms of critical mass, when we can develop and propagate our own brand in industry. Our vision statement can be summed up as ” To operate in all spectra of financial services from broking to banking at economical cost through state-of-art delivery mechanism designed to cater to global customers.”

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