Patel Wealth Advisors Profile
Key Indicators
- Authorised Capital ₹ 4.90 Cr
- Paid Up Capital ₹ 4.90 Cr
- Company Age 9 Year, 7 Months
- Last Filing with ROC 31 Mar 2024
- Open Charges ₹ 10.00 Cr
- Satisfied Charges ₹ 1.50 Cr
- Revenue Growth -48.30%
- Profit Growth 353.32%
- Ebitda 110.47%
- Net Worth 7.24%
- Total Assets 19.68%
About Patel Wealth Advisors
Patel Wealth Advisors Private Limited (PWAPL) is a Private Limited Indian Non-Government Company incorporated in India on 25 June 2015 (Nine years and seven months 28 days old ). Its registered office is in Rajkot, Gujarat, India.
The Company is engaged in the Financial Services Industry.
The Company's status is Active, and it has filed its Annual Returns and Financial Statements up until 31 March 2024. It's a company limited by shares with an authorized capital of Rs 4.90 Cr and a paid-up capital of Rs 4.90 Cr.
The company currently has active open charges totaling ₹10.00 Cr. The company has closed loans amounting to ₹1.50 Cr, as per Ministry of Corporate Affairs (MCA) records.
Denish Patel and Mitul Vora serve as directors at the Company.
Company Details
- Location
Rajkot, Gujarat, India
- Telephone
+91-XXXXXXXXXX
- Email Address
- Website
- Social Media
- Apps
Corporate Identity Details
- CIN/LLPIN
U93000GJ2015PTC083661
- Company No.
083661
- Company Classification
Private Limited Indian Non-Government Company
- Incorporation Date
25 Jun 2015
- Date of AGM
19 Sep 2024
- Date of Balance Sheet
31 Mar 2024
- Listing Status
Unlisted
- ROC Code
Roc Ahmedabad
Industry
What products or services does Patel Wealth Advisors Private Limited offer?
Patel Wealth Advisors Private Limited offers a wide range of products and services, including Financial Service, Private Equity Services, Commodities Trading Service, Stock Trading/Money Market, Currency Trading Services, Investment Service, Mutual Fund Services.
Who are the key members and board of directors at Patel Wealth Advisors?
Board Members (2)
| Name | Designation | Appointment Date | Status |
|---|---|---|---|
Denish Patel  | Director | 25-Jun-2015 | Current |
| Mitul Vora | Director | 05-Dec-2024 | Current |
Financial Performance of Patel Wealth Advisors.
Patel Wealth Advisors Private Limited, for the financial year ended 2024, experienced significant reduction in revenue, with a 48.3% decrease. The company also saw a substantial improvement in profitability, with a 353.32% increase in profit. The company's net worth moved up by a moderate rise of 7.24%.
- Key Matrics
- Balance Sheet
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What is the Ownership and Shareholding Structure of Patel Wealth Advisors?
In 2024, Patel Wealth Advisors had a promoter holding of 100.00%. Access key insights, ownership, including shareholding patterns, funding, foreign investors, KMP remuneration, group structure, and overseas investments.
Charges (Loans)
₹10.00 Cr
₹1.50 Cr
Charges Breakdown by Lending Institutions
- Others : 10.00 Cr
Latest Charge Details
| Date | Lender | Amount | Status |
|---|---|---|---|
| 30 Jun 2022 | Others | ₹10.00 Cr | Open |
| 11 Oct 2018 | Others | ₹1.50 Cr | Satisfied |
How Many Employees Work at Patel Wealth Advisors?
Patel Wealth Advisors has a workforce of 2 employees as of Jan 09, 2025. Unlock access to detailed historical data on individuals associated with the company, including employment records, contributions to the Employees' Provident Fund Organization (EPFO), and other related insights.
Deals i
Gain comprehensive insights into the Deals and Valuation data of Patel Wealth Advisors, offering detailed information on various transactions, including security allotment data. Explore the intricate details of financial agreements, mergers, acquisitions, divestitures, and strategic partnerships that have shaped Patel Wealth Advisors's trajectory.
Rating
Access the credit rating data, providing valuable insights into the company's creditworthiness and financial stability. Explore assessments from leading credit rating agencies, evaluating factors such as debt obligations, liquidity, profitability, and overall financial health.
Alerts
Stay informed about regulatory alerts and litigation involving and associated companies. Receive timely updates on legal proceedings, regulatory changes, and compliance issues that may impact the company's operations, reputation, and financial performance. Monitor litigation involving subsidiaries, joint ventures, and other affiliated entities to assess potential risks and liabilities.
