Patel Wealth(because advice matters)

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Patel Wealth Advisors Pvt. Ltd. CIN : U93000GJ2015PTC083661

SEBI Reg. No. for NSE/BSE, CM/F&O/Currency/Commodity Derivatives Segments : INZ000018432

SEBI Reg. No. for MCX : INZ000018432

BSE Member ID : 6626  NSE Member ID : 90074 , MCX Member ID : 55510

SEBI Reg. No. NSDL DP - IN-DP-251-2016, DP ID : IN304131

ISO 9001: 2008 CERTIFIED COMPANY

Broking Grievance/Complaints: customergrievances@patelwealth.com
DP related queries: dpgrievances@patelwealth.com
Copyright @ 2019 PATEL WEALTH. All Rights Reserved
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Prefunded Instruments

We shall not accept from clients pre-funded instruments in settlement of financial obligations. Clients shall have to discharge their financial obligations by transferring funds from their own bank accounts (which should be mapped with us in their respective client master) to our client Bank Accounts. Any fund transfer from bank accounts other than those of clients or any bank account not mapped with us by clients shall not be accepted by us as valid discharge of their financial obligations.

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Investor Grievances

We have provided for an e-mail id complaint@patelwealth.com (which is published in KYC and also on our website) to which the clients can escalate their grievances. All the mails received in this e-mail id are attended to by the compliance officer. It is our policy to resolve all customer complaints within a maximum period of seven days from the date of receipt. Our KYC and website also mention e-mail ids of NSE,BSE,NSDL, and SEBI to which clients can escalate their grievances in case their grievances are not redressed by us.

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New Circulation Policy

None other than our Senior Research Analyst is allowed to pass on any market related news and developments. This way we safeguard against spread of rumors and unsubstantiated news items among our clients and associates. Even as our Senior Research Analyst disseminates any news item with a brief analysis of its impact, the investors are any-way cautioned that they must exercise their best judgment while acting on any news and/or recommendation propagated by our Research Team.

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Risk Management Policy

We set the limits for client’s exposure based on client’s credit balance in ledger account and value of client’s collaterals (in the form of shares/securities, bank guarantees, fixed deposit receipts etc.) subject to such hair-cut on shares/securities as may be prescribed by SEBI or at our sole discretion. We define such exposure limit either at client level or for each security depending upon client’s risk profile, trading pattern, market trend or any such other factor at our sole discretion. We accept or refuse any security or collateral as margin from any client and any decision by us in this regard shall be binding on the client. We do an on-line surveillance/monitoring of client exposure vis–a-vis the margin deposited by the client concurrent with the client’s trading. Any deficit/shortfall in the margin deposit shall have to be made up by the client on an immediate basis before the client’s pending orders are allowed to migrate to stock exchange’s trading platform. In case of failure of client to replenish the margin as required, the pending orders and further orders of the client shall not be allowed for execution.

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Disclaimer

This Disclaimer governs the use of this site and constitutes the terms and conditions for use of information on this site. Using this site constitutes your acknowledgment that you have read this Disclaimer and that you accept and will be bound by the terms hereof. This web site is constructed to provide general information and the company will not be responsible for any action taken on the basis of information provided on this site, whether directly or indirectly for any error or omission, to any person, whether a browser of this website or not. BSE Ltd and National Stock Exchange of India Limited (NSEIL) are not in any manner answerable, responsible or liable to any person or persons for any acts of omission or commission, errors, mistakes and/or violation, actual or perceived, by us or our partners, agents, associates etc., of any of the Rules, Regulations, Bye-laws of the BSE Ltd and NSEIL, SEBI Act or any other laws in force from time to time The information being provided to you is compiled from sources we believe to be reliable Patel Wealth Advisors Pvt Ltd (PWAPL) cannot and does not guarantees the accuracy, reliability, validity or timeliness of the information and/or data provided/made available to you in this document. The views are purely indicative. Neither PWAPL nor any of its associates, subsidiaries, affiliates, directors, and/or officials become liable or have any kind of responsibility for any loss or damage that you may incur from any decisions taken by you based on our recommendations. None of the information contained herein constitutes a solicitation from PWAPL to buy and/or sell securities and/or any Future, Options or Other Financial Contracts. Clients may exercise their own caution and double check or verify the information contained in our recommendations.

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Privacy Policy

Your privacy is important to Patel Wealth Advisors Pvt. Ltd (PWAPL). This privacy statement provides information about the personal information that PWAPL collects, and the ways in which PWAPL uses that personal information.

Patel Wealth Advisors Pvt. LTd. may collect and use the following kinds of personal information :

  • Information about your use of this website.
  • Information that you provide using for the purpose of registering with www.patelwealth.com (the website).
  • Information about transactions carried out over this Website.
  • Information that you provide for the purpose of subscribing to the website services.
  • Any other information that you send to Patel Wealth Advisors Pvt. Ltd.

Patel Wealth Advisors Pvt. Ltd. may use your personal information to :

  • Administer this Website.
  • Personalize the Website for you.
  • Enable your access to and use of the Website services.
  • Publish information about you on the Website.
  • Send you statements and invoices
  • Send you marketing communications

Where Patel Wealth Advisors Pvt. Ltd. discloses your personal information to its Authorised Persons (AP) and/or sub-brokers for these purposes, the AP will be obligated to use that personal information in accordance with the terms of this privacy statement. PWAPL shall or its AP and/or sub-broker may use your personal information to contact you for promotion of products/schemes etc of PWAPL from time to time.

In addition to the disclosures reasonably necessary for the purposes identified elsewhere above, PWAPL may disclose your personal information to the extent that it is required to do so by law, in connection with any legal proceedings, and in order to establish, exercise or defend its legal rights.

Patel Wealth Advisors Pvt. Ltd. will take reasonable technical and organizational precautions to prevent the loss, misuse or alteration of your personal information.

PWAPL will store all the personal information you provide on its secure servers.

Information relating to electronic transactions entered into via this website will be protected by encryption technology.

Information that PWAPL collects may be stored and processed in and transferred between any of the countries in which PWAPL operates (if at all) to enable the use of the information in accordance with this privacy policy.

In addition, personal information that you submit for publication on the website will be published on the internet and may be available around the world. You agree to such cross-border transfers of personal information.

Patel Wealth Advisors Pvt. LTD. may update this privacy policy by posting a new version on this Website. You should check this page occasionally to ensure you are familiar with any changes.

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Helpdesk / Escalation

Please E-mail / Call helpdesk numbers listed below to get support or register and follow-up your any complaints.

Level1

e-mail support@patelwealth.com contact no. +91-281-2562980 (Ext. 206)
+91-82385 84848

In case your query is not resolved within 24 working hours mail could be forwarded to a
Level2

e-mailcompliance@patelwealth.comcontact no.+91-281-2562980 (Ext. 205)
+91-84697 84848

In case of any urgent queries or grievances the users can mail to a
Level3

e-mailwecare@patelwealth.comcontact no.+91-281-2562980 (Ext. 402)
+91-70690 84848

Hope at this level we have satisfied your query.

Please do mail at operation@patelwealth.com to tell how we can serve you better. We will endeavor to fulfill your wishes.

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