Patel Wealth Back Office 4+
PATEL WEALTH ADVISORS PRIVATE LIMITED
Designed for iPad
-
- Free
Screenshots
Description
Patel Wealth Advisors Pvt. Ltd. is a leading stock broking firm from western Gujarat having corporate membership with NSE, BSE & MCX Exchange along with NSDL Depository Participant.
We, Patel Wealth Advisors Pvt. Ltd. are a team of entrepreneurs from 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 market at economical costs.
This backoffice application is design to meet customers off line cum online backoffice needs. Client can easily view their ledger balance, stock balance and client can also put request for various service and support.
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.”
What’s New
Version 2.68
Fix for bank list in add fund and withdraw
Ratings and Reviews
Most trusted Broker
I am highly satisfied with service and guidance of broker. My portfolio is with them since last 3&half year and I have gain genuine profitable return compared to my other portfolio in sharekhan.
Incomplete information
All the information are incomplete just review another brokerage house back office, contract note missing, ledger statement and profit and loss ac are missing. Stock at average price missing using this app its just wast of time nothing else
Third class app
Trying since week but not getting otp even correct mob no
App Privacy
The developer, PATEL WEALTH ADVISORS PRIVATE LIMITED, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.
Data Not Collected
The developer does not collect any data from this app.
Privacy practices may vary based on, for example, the features you use or your age. Learn More
Information
- Provider
- PATEL WEALTH ADVISORS PRIVATE LIMITED
- Size
- 45.7 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 11.0 or later.
- iPad
- Requires iPadOS 11.0 or later.
- iPod touch
- Requires iOS 11.0 or later.
- Mac
- Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © 2024 Patel Wealth Advisors Pvt. Ltd.
- Price
- Free