Patel Wealth Back Office
Finance
Free · Designed for iPad
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.”
Website: https://www.patelwealth.com
Member name: PATEL WEALTH ADVISORS PVT. LTD.
SEBI Registration Number: INZ000018432
Member Code: NSE:90074, BSE:6626
Registered Exchange's name: NSE, BSE
Exchange approved segment's: (NSE: CM, F&O, CDS) (BSE: CM, F&O, CDS)
SEBI Reg. No. NSDL DPL: IN-DP-251-2016, DP ID: IN304131
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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 .
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The developer does not collect any data from this app.
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Information
- Seller
- PATEL WEALTH ADVISORS PRIVATE LIMITED
- Size
- 44.1 MB
- Category
- Finance
- Compatibility
Requires iOS 11.0 or later.
- 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+
- 4+
- Copyright
- © 2024 Patel Wealth Advisors Pvt. Ltd.