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.
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.
Patel Wealth OFFERS :-
We offer an assorted range of financial services which includes brokerage of equity, distribution of mutual funds, trading of commodities and currencies, portfolio management, etc. With a large team of professionals, we are always there to guide our clients who want to invest in various financial products. We strive to offer value for customer's money and finance.
Equity & Derivatives :::
Investment in shares and its derivatives is most common and largely preferred to earn inflation beating returns. This involves buying, holding and trading of shares whereby income is generated by the increase in the price of shares. The prices fluctuate but gains are assured with calculated investment in right portfolio of shares and stocks at appropriate prices. Trading systems are fully computerized and therefore it becomes easy to track the share prices in live environment. Anyone with a trading account is eligible for trading in equities and derivatives. We offer expert advice and guidance to make investment in Equities and Derivatives a profitable and rewarding proposition.
Commodities & Currency :::
We offer excellent consulting services for trading commodities and currency. We believe that diversifying the financial portfolio is a safeguard against loss of portfolio value due to fluctuation in asset prices. Commodities which are largely traded across the world are gold, silver, energy, etc. Call us and our representative will soon get in touch with you to help you to trade E-gold, E-silver and other commodities listed on MCX as well as currencies like Euro, Dollar, Yen, British Pound, and many more.
Mutual Funds :::
We are AMFI registered distributor and are engaged in distribution of all mutual fund products under one roof. With our 24x7 online monitoring systems, we have the requisite technology at our end to enable you to make timely decisions in portfolio selection regarding Mutual Funds. We offer options like STP and SWP so that you can manage your mutual fund investment in a hassle-free manner.
Depository Services :::
Depository is nothing but a Share Bank that maintains Share balances of clients in the form of electronic entries in the respective client Accounts. Depository operates thru Depository Participant who acts as agent for the Depository. We are appointed as DP of NSDL. Our professionals shall guide you in opening a Demat Account for availing of our trusted Depository Services.