Patel Wealth Advisors Private Limited - Company overview

Patel Wealth is an active private limited company registered with ROC Ahmedabad on 25 June 2015, about 11 years ago.

2015-06-25 Rajkot, Gujarat Active Unlisted Active Compliant
Connect MCP

Key Metrics Public MCA facts are exact. Revenue, profit, assets, and employee figures may show as ranges until unlocked.

REVENUE
₹10–25 Cr
▼ -48.3%
FY 2024
PROFIT / LOSS
₹50 Lakh–1 Cr
▲ 353.3%
FY 2024
EBITDA
₹50 Lakh–1 Cr
▲ 110.5%
FY 2024
NET WORTH
₹10–25 Cr
▲ 7.2%
FY 2024
TOTAL ASSETS
₹25–50 Cr
▲ 19.7%
FY 2024
EMPLOYEE COUNT
1–10
OPEN CHARGES
1
8.50 cr
PAID-UP CAPITAL
4.90 cr
AUTHORISED CAPITAL
4.90 cr
COMPANY AGE
11 Years 4 Months
since 2015-06-25
LAST FILING WITH ROC
2025-03-31
Last AGM: 2025-09-30
ACTIVE GST
1
Updated: 2025-01-09 15:41:59
TOTAL MONEY RAISED
₹1–5 Cr
SATISFIED CHARGES
2
1.50 cr

Company Health Scores Scores from 0–100 based on filings, compliance signals, financials, and board history on this profile.

Health scores for Patel Wealth covering vendor trust, statutory compliance, financial health and director risk - derived from MCA filings, GST and EPFO records, financial statements and the company's board history.

Vendor Trust Score Low risk
77/100
Overall counterparty comfort for vendors and customers.
  • Blend of compliance (81), financial health (65), director (75) and company-foundation signals.
  • Operating for 11+ years.
Compliance Score Low risk
81/100
Statutory filings, status and regulatory flags.
  • Company status is Active as per MCA.
  • Last balance sheet filed for Mar 2025 - slightly behind.
Financial Health Score Moderate
65/100
Profitability, leverage and liquidity from filed statements.
  • Profitable in FY 2024.
  • Positive net worth.
Director Risk Score Low risk
75/100
Board strength, DIN status and churn.
  • 2 directors on the board.
  • No disqualified or deactivated DINs on the current board.
Scores are derived from MCA filings, financial statements and public records on this page. Higher is safer. They are indicative, not a credit rating.
360° Intelligence Report: trust score, financial health, credit risk, growth & distress signals - auto-generated from filings. View report →

About Patel Wealth Company identity, industry, contact, and registration details from MCA and company records.

Patel Wealth is an active private limited company registered with ROC Ahmedabad on 25 June 2015, about 11 years ago. The registered office is in Rajkot, Gujarat.

In its MCA filings the main business is listed as financial Advisory, brokerage and Consultancy Services, which made up 100% of turnover.

Its two current directors - Chetna Patel and Atul Patel - were all appointed on 20 May 2025. The board changed around May 2025, when Mitul Umedlal Vora and Denish Maheshbhai Patel stepped down and new directors joined. The same directors also sit on the board of Patel Commodities LLP.

Authorised and paid-up capital are both ₹4.9 crore, so the full authorised amount has been issued. Its latest balance sheet on MCA is for the year ending 31 March 2025, and the last AGM was on 30 September 2025. All two charges registered against it have been satisfied, so no secured loan is open.

Financial Services ••••••••
  • Location Oxygen,M/2/3,Housingboard,Opp.Pradhyuman-Royalheights,Nearneeldadhaba,Kalaw, Rajkot, Gujarat - 360005
  • Website patelwealth.com
Legal NamePatel Wealth Advisors Private Limited
CIN / LLPINU93000GJ2015PTC083661
Company No.083661
ClassificationPrivate Limited Indian Non-Government Company
Incorporation Date2015-06-25
Date of AGM2025-09-30
Date of Balance Sheet2025-03-31
Listing StatusUnlisted
ROC CodeRoc Ahmedabad
PAN
LEI Number
Active ComplianceActive Compliant

Current Directors of Patel Wealth (2) Current board members from MCA filings, including designation and appointment details.

C
Director | Since 2025-05-20 | DIN: 11085644
A
Director | Since 2025-05-20 | DIN: 11085657

Financial Performance of Patel Wealth Bands and Low / Medium / High trend shape. Exact figures unlock with your report.

Estimated bands · FY 2024
Revenue ₹10–25 Cr ▼ -48.3%
P&L ₹50 Lakh–1 Cr ▲ 353.3%
EBITDA ₹50 Lakh–1 Cr ▲ 110.5%
Net worth ₹10–25 Cr ▲ 7.2%

Exact figures and labelled charts require an active report plan.

Verified entity values are shown only after access is granted.

Charges of Patel Wealth Open and satisfied charges registered against the company with MCA.

Others : 11.50 cr
Open Charges: 1 Satisfied Charges: 2
Open 8.50 cr
Satisfied 1.50 cr
LenderAmountStatus
Others
Creation Date: 30 Jun 2022
10.00 cr Closed
Others
Creation Date: 11 Oct 2018
1.50 cr Closed

Business Activity Principal business activity and turnover mix from MCA filings.

Activity GroupDescriptionTurnover %
Financial and insurance ServiceFinancial Advisory, brokerage and Consultancy Services100

Companies With Common Directors Of Patel Wealth Other companies that share directors with this entity, based on MCA and compliance network data.

Financial Ratios of Patel Wealth Profitability, leverage, and liquidity ratios from filed statements. Exact values unlock with your report.

10 years of ratios on record

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Net profit margin Debt / Equity Current ratio ROE

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Shareholding Pattern of Patel Wealth Ownership and contribution detail from filings. Full breakdown unlocks with your report.

8 shareholder categories on record

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Ownership mix Category breakdown Year-wise pattern Promoter holding

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Employees and EPFO Compliance at Patel Wealth EPFO establishments, contributions, and headcount history. Full records unlock with your report.

1 establishment linked

Monthly headcount, contribution history, establishment records, and filing compliance require an active report plan.

Monthly headcount PF contributions ECR filing status Establishment history

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GST Compliance of Patel Wealth GST registrations and filing status by state. Full compliance detail unlocks with your report.

State-wise registrations, return filing status, HSN and SAC details, and jurisdiction records require an active report plan.

GSTIN registrations State-wise filing status HSN and SAC details Tax jurisdiction records

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Credit Ratings, Litigation & Regulatory Alerts for Patel Wealth Ratings, court records, and regulatory alerts. Full risk detail unlocks with your report.

Agency ratings, court records, regulatory events, and entity-specific compliance alerts require an active report plan.

Rating history Court and tribunal cases Regulatory alerts Director-linked violations

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MSME Payment Delays by Patel Wealth MSME supplier payment delays and filing history. Full amounts unlock with your report.

Amounts outstanding to micro and small suppliers, delay reasons, and MSME-1 filing history require an active report plan.

Outstanding amounts Delay periods and reasons MSME-1 filing history Vendor payment signals

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MCA Filings & Documents of Patel Wealth Official MCA forms, returns, and filing index. Document access unlocks with your report.

Official forms, annual returns, financial statements, charge filings, and document dates require an active report plan.

Incorporation documents Annual returns and statements Charge filings Complete filing index

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Frequently Asked Questions about Patel Wealth Common questions about this company from MCA and profile data. Some answers are limited until unlocked.
Who is the owner of Patel Wealth?
MCA does not publish an "owner" field. Patel Wealth is run by its directors, Chetna Patel and Atul Patel. The people who own the shares are listed in its annual return (form MGT-7), which can differ from the directors.
Who are the current board members and directors of Patel Wealth?
Patel Wealth has two current directors: Chetna Patel (since May 2025) and Atul Patel (since May 2025).
What is CIN of Patel Wealth?
The CIN of Patel Wealth is U93000GJ2015PTC083661. Reading it left to right: U means it is not listed, 93000 is the industry code it registered under, GJ is Gujarat, 2015 is the year it was registered, PTC is the company type and 083661 is its registration number.
When was Patel Wealth incorporated?
Patel Wealth was incorporated on 25 June 2015 with ROC Ahmedabad. That makes it about 11 years old.
What is the registered address of Patel Wealth?
The registered office on MCA records is Oxygen, M/2/3, Housingboard, Opp.Pradhyuman-Royalheights, Nearneeldadhaba, Kalaw, Rajkot, Gujarat - 360005.
What is the current status of Patel Wealth?
MCA shows Patel Wealth as Active, and its last AGM on record was in September 2025.
What is the contact number or email for Patel Wealth?
You can post to its registered office at Oxygen, M/2/3, Housingboard, Opp.Pradhyuman-Royalheights, Nearneeldadhaba, Kalaw, Rajkot, Gujarat - 360005 and use its website, https://patelwealth.com.
What industry or business activity is Patel Wealth associated with?
Its MCA filings list the main business as financial Advisory, brokerage and Consultancy Services (100% of turnover).
What is paid-up capital and authorised share capital of Patel Wealth?
Both authorised and paid-up capital are ₹4.9 crore.
When did Patel Wealth last file accounts and hold an AGM?
The last AGM on record was on 30 September 2025, and the latest balance sheet is for the year ending 31 March 2025.
Where can I see charges and lenders for Patel Wealth?
No charge is open. All two charges registered against Patel Wealth have been satisfied.
Have any directors left Patel Wealth?
Yes, five former directors are on record. The most recent to leave were Mitul Umedlal Vora (May 2025), Denish Maheshbhai Patel (May 2025) and Kaushal Patel Vasantrai (December 2024).
Which companies share directors with Patel Wealth?
Patel Commodities LLP shares at least one director with Patel Wealth.
What is the turnover or revenue of Patel Wealth?
Based on filed financial statements, the revenue of Patel Wealth for FY 2024 was in the ₹10–25 Cr range. That is down 48.3% on the previous year. Exact year-wise revenue, profit and balance sheet figures are on the Financial tab.
What is the net worth of Patel Wealth?
For FY 2024, the net worth of Patel Wealth was in the ₹10–25 Cr range.
How can I get the financial details of Patel Wealth?
The latest accounts on record are for FY 2024. The Financial tab has year-wise profit and loss, balance sheet and ratios, with exact figures after you sign in.
What is the official website of Patel Wealth?
The website on record for Patel Wealth is https://patelwealth.com.
Which company owns patelwealth.com?
patelwealth.com is the website listed for Patel Wealth Advisors Private Limited in its company records.
Patel Wealth - is it listed or unlisted?
Patel Wealth is unlisted, so its shares are not traded on a stock exchange. Its CIN starts with U for the same reason.
What is the ROC code of Patel Wealth?
Patel Wealth is registered with ROC Ahmedabad.
What is the company classification of Patel Wealth?
MCA classifies Patel Wealth as: Private Limited Indian Non-Government Company.
Does Patel Wealth have GST registrations on file?
Yes, one active GST registration is linked to Patel Wealth.

Disclaimer: Data on this page is compiled from public sources as available in our system at the time of the last update and is for general information only. Scores are derived indicators, not credit ratings or advice - please verify from official sources and consult a professional before making any business or financial decision.