ABOUT PATEL WEALTH
BECAUSE ADVICE MATTERS
We are a team of entrepreneurs from Western 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 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.
OUR VISION
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.”
We envision expanding the existing bouquet of financial products and services in
the next few years, concurrently maintaining the quality of service. We are very
committed to reaching out to millions of clients in both domestic and international
markets.