8758184848 / 8758384848 0281-2562980/81/82 Phone
mf@patelwealth.com Email

About Us

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.

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.

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Features

Family Account

Access your family member's Portfolio
with one single login

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Transact Online

Invest Online in Lumpsum or SIP
in mutual fund schemes.

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Save Tax

Check out Tax Savings
and Invest into ELSS Funds

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Reports

View your current market value,
your profits & losses.

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Calculators

Calculate the amount of wealth
required for your goal

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Factsheet

Explore Mutual Fund schemes
and their performance

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Focused Funds

Check out our recommended funds
and invest into them

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Market Views

Get monthly market outlook
from the experts

E-Locker

Upload and save
your important documents.

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Mobile App

Manage your wealth & track your family’s portfolio with one single login. You can easily and quickly invest in Mutual Funds from the app. Explore funds, view their performance and invest. Start an SIP or invest Lumpsum. Check out our recommendation of funds under Focused Funds. Whether you made profits or loss, check out from the reports. Simply Login and setup a 4 digit PIN for subsequent login so that you don’t need to enter your Username & Password every time. Download Now!

Mutual Funds

A mutual fund collects money from investors and invests the money on their behalf. It charges a small fee for managing the money. Mutual funds are an ideal investment vehicle for regular investors who do not know much about investing. Investors can choose a mutual fund scheme based on their financial goal and start investing to achieve the goal. 

How to invest in mutual funds? 

You can either invest directly with a mutual fund or hire the services of a mutual fund advisor. If you are investing directly, you will invest in the direct plan of a mutual fund scheme. If you are investing through an advisor or intermediary, you will invest in the regular plan of the scheme.

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Market Views

Please click here for Monthly Equity & Debt Outlook Presentation – September 2020.

  

Key Events:

·         1Q FY21 Real GDP growth contracted by 23.9% YoY, weaker than the street estimates. Led by a strict lockdown and labor migration, construction was the worst hit, followed by trade, hotels, transport and communication. 

 

·         MPC took a pause in the rate easing cycle while refraining from giving any specific forecasts on growth & inflation given heightened uncertainty.

 

·         July’s CPI print of 6.9% (v/s 6.2% in June) drastically reduced chances of a rate cut for the rest of this fiscal year. RBI’s recent policy statement had predicted inflation to stay elevated till Sep and see moderation in 2HFY21.

 

·         India’s trade balance turned to a deficit of ~$4.8bn in July are a rare surplus of ~$0.8bn in June, as gold and other imports started to pick-up. Exports in July were down ~10% in July at $23.6bn while imports at $28.4bn.

 

·         India’s fiscal deficit stood at Rs8.2trn at the end of July, at ~103% of the budgeted target for the current fiscal year. Sharp fall in tax receipts coupled with resilient government expenditure led to the high deficit in the period.

 

·         After an erratic July, August witnessed excess rainfall of 26%, highest print since 1901. Rainfall is already at a record in states of Maharashtra, Madhya Pradesh, Gujarat, and Odisha.

 

·         Indian Equities moved slightly higher (Nifty +2.8%) in August.

Please click here for Monthly Equity & Debt Outlook Presentation – August 2020

 

Key Events: 

·         Nifty (+7.5%) made new highs (breaching 200DMA & 11k for the first time since March fall) in July but more than half of its gains were contributed by just two stocks.

·         After a sharp recovery (>+50%) from April lows, activity levels peaked in early-July and were still >15% below pre-Covid levels.

·         The MPC, unanimously, kept the repo rate unchanged at 4% but retained the ‘accommodative’ stance.

·         Headline CPI moderated to 6.1% for June after peaking at 7.2% in April. Core Inflation at 5.1% was still elevated in June suggesting that despite the subdued demand, the supply disruption led CPI to spike

·         After almost 18 years, India reported a trade surplus of $0.8bn in June driven by broad-based export rebound and still weak import demand. Oil imports were suppressed by low oil, but non-oil trade improved sharply

·         Centre’s fiscal deficit during 1Q of this fiscal stood at ~83% of Budget Estimate. Reports suggested that actual fiscal deficit for FY21 could be as high as 7.6%, almost 2x budget

Please click here for Monthly Equity & Debt Outlook Presentation – July 2020

·       Nifty (up +7.5%) finally decoupled from the US markets (S&P up only +1.8%) and outperformed during June.

 

·       Despite the headwinds, Indian markets continued to rise due to high foreign inflows (+$2.5bn, highest monthly inflows in 2020) and marginal domestic institutional buying (+$0.3bn). In sectorial trends, all sectors were up v/s May with Realty and Banks at the top.

 

·       After the border clash with China led to 20 Indian casualties, the Indian forces deployed along the 3500-km border were given “full freedom” to counter any aggressive Chinese behavior . Later both countries, however, agreed on a “step-wise mutual disengagement” from areas of friction in Ladakh averting further escalation. 

 

·       IMF projected a deeper 4.5% contraction (vs -1.9% in April) for India in FY21 citing a longer lockdown period and slower than anticipated recovery. FY22 growth forecasted at +6% vs +7.4% earlier.

 

·       Moody’s downgraded India’s rating to Baa3, last level of investment grade rating, while keeping outlook as negative. whereas Fitch reaffirmed BBB- rating but changed the outlook to negative. S&P retained BBB- rating with a stable outlook. 

 

·       The gross GST revenue collected in the month of June, 2020 is Rs 90,917 crore.

 

·       The India Manufacturing Purchasing Managers Index (PMI) edged up to 47.2 in June, compared with 30.8 in May.

 

·       May merchandise trade deficit narrowed to a decade low $3.2bn on weak crude and faster recovery in exports vs imports.

 

·       RBI’s FX reserves hit a record $500bn on portfolio inflows and lower trade deficit.

Equity Market Outlook - December 2020 by Mr. Harish Krishnan
02/12/2020 11:40:15
Kotak ESG Opportunities Fund by Mr. Nilesh Shah (English)
01/12/2020 12:29:19
Kotak ESG Opportunities Fund - Invest in a Better Tomorrow.
01/12/2020 12:29:00
 

Contact Us

Phone

8758184848 / 8758384848 0281-2562980/81/82
Email mf@patelwealth.com
Address: "OXYGEN", M/2/3 GAURAV PARK, OPP PRADHYUMAN ROYAL HEIGHTS
NR. NEEL DA DHABA, OFF KALAWAD ROAD,
RAJKOT-360005 (GUJARAT)