Patel Wealth Advisors Review, Special Offers, Demat, Trading A/C and Brokerage

The Stock broking company Patel wealth advisors got into the market in the year 1994, under an accomplished leader Mr. Kaushal Patel Vasantrai at Rajkot.

The company is the leading one as a private full-service stockbroker. But somehow the exposure it offers is unsatisfactory as it tends to rise to 5x. On the other hand, the AMC charge for the demat account is Rs 250 per year.

Nevertheless, the company has underlined that its traders need to have a minimum ceiling margin which is rs 1500. Apart from that, the intraday brokerage fees should be 0.04% and the delivery brokerage should be 0.35 %.

Patel Wealth Advisors Highlights
Broker Type Full Service Broker
Demat Account AMC Rs.250 per Annum
Margin Required Minimum Rs.1,500
Intraday Brokerage 0.04%
Delivery Brokerage 0.35%
Exposure Upto 5X

Patel Wealth Advisors offers


What do you know about Patel Wealth Advisors?

About Patel Wealth Advisors 
Know a few details about Patel Wealth Advisors 
Which type of Company is it? – Public / Private Private
Which type of Broker is it? – Full Service / Discount Full Service Broker
Where is the registered office of the Company Located? Rajkot GJ
Who is the Founder of this Company? Kaushal Patel Vasantrai
When did the company start? 2015

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    What are the various Demat Account Opening Charges levied by Patel Wealth Advisors?

    Patel Wealth Advisors Demat Account Opening Fees
    Check out the various fees charged for Opening a Demat Account with it
    Which is the Depository Participant involved? CDSL & NSDL
    What are the Demat account opening charges? Rs.250
    How much is the Demat AMC? Rs.250 per Annum
    What is the Trading AMC? Free
    What is the initial Margin amount required? Minimum Rs.1,500
    Is dematerialization available? Yes

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    Does Patel Wealth Advisors provide any Offers to their Clients?

    Patel Wealth Advisors Offers
    Here are the various offers provided by it
    Does the broker provide a Free Demat A/C offer? No
    Does the broker provide Free Trading A/C offer? Yes
    Is this broker offers a Discount on Brokerage? Yes
    Does the broker offer Happy hour trading to their clients? No
    Is the broking house provides a flexible brokerage plan? Yes
    Does the broker offer 1-month Free brokerage? No
    Are the Holiday offers provided by the broker? Yes
    Are there any referral offers shared by the broker? Yes
    Zero Brokerage for Loss-Making Trades No

    What are the Brokerage Charges levied by Patel Wealth Advisors on various Segments?

    Patel Wealth Advisors Brokerage Charges 
    Here you will find details of brokerage levied by Patel Wealth Advisors on all segments
    What are the Equity Delivery Charges? 0.35%
    What are the Equity Intraday Charges? 0.04%
    How much brokerage charged for Commodity Trading? 0.04%
    What is the brokerage on Equity Futures? 0.04%
    How much brokerage charged for Equity Options? Rs.35 per Lot
    What is the brokerage on Currency Futures? 0.04%
    What is the brokerage on Currency Options? Rs.35 per Lot
    How much is the Minimum Brokerage required? Percentage of Transaction
    What is the Demat AMC? Rs.250 per Annum
    How much is the Trading AMC? Free
    What is the Minimum Margin Required? Minimum Rs.1,500

    Does Patel Wealth Advisors levy any other charges apart from Brokerage?

    Patel Wealth Advisors Charges
    Get a deep understanding of all other charges levied by it
    How much are the Transaction Charges levied? 0.00305%
    What are the STT charges? 0.0126% of Total Turnover
    What are the SEBI Turnover charges? 0.0002% of Total Turnover
    How much is the Stamp Duty levied? Depends on State (very minimal)
    How is the GST charged? 18% of (Brokerage + Transaction Charges)

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    What is the Limit or Exposure offered by Patel Wealth Advisors?

    Patel Wealth Advisors Exposure or Leverage
    Here you will find the exposure or limit provided by it
    How much is the limit on Equity Delivery? Upto 2X
    What is the limit on Equity Intraday? Upto 5X
    How much is the limit on Equity Futures? Upto 3X
    What is the limit on Equity Options? Upto 4X
    What is the exposure on Currency Futures? Upto 4X
    How much is the leverage on Currency Options? Upto 3X
    What is the limit on Commodity Trading? Upto 3X

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      What are the various Trading Platforms provided by Patel Wealth Advisors?

      Patel Wealth Advisors Trading Platforms
      Here you will find all the important trading platforms available with Patel Wealth Advisors 
      Do they have Trading Terminals for Windows? Yes
      Do they have Trading Terminals for Mac? Yes
      Are they providing a Web Trading Platforms? No
      Do they have a Mobile Web Platform? Yes
      Does this broker provide Mobile Trading App for Android? Yes
      Does this broker provide Mobile Trading App for iOS? Yes
      Are they having Mobile App for Windows OS? No
      Do they have Mobile Trading App for Other OS? No

      What are the features available in Patel Wealth Advisors Trading Applications?

      Patel Wealth Advisors Trading Application Features
      Here you will find various features available in Trading Platforms provided by it
      Are these platforms capable of Real-time Updates? Yes
      Do these Applications provide Portfolio Details? Yes
      Is this software providing Online MF Buy? No
      Do these platforms have News Flash? No
      Are these platforms providing Research Reports? Yes
      Are these platforms Easy to Install & use? Yes
      Do these Apps have Global Indices? Yes
      Are these platforms having Stock Tips? Yes
      Does this software provide Personalized Advisory? No
      Are these platforms capable of Interactive charting? No
      Do these Apps provide Live Markets data? Yes
      Do they provide SMS Alerts? Yes
      Are they providing Email Alerts? Yes
      Do these platforms have Multi-Account Management solution? No

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      What are the various Products provided by Patel Wealth Advisors?

      Patel Wealth Advisors Products
      Here are the various products provided by it 
      Does the broker allow Equity Trading? Yes
      Does the broker allow Commodity Trading? Yes
      Do they have Currency Trading products available? Yes
      Do they provide Options trading? Yes
      Are the clients allowed to trade in Futures? Yes
      Do they have Mutual Funds as a product? No
      Does the broker allow Forex trading? No
      Does the broker have Banking products? No
      Is SIP allowed by the broker? No
      Do they have Insurance as a Product? Yes

      What are the various Services offered by Patel Wealth Advisors?

      Patel Wealth Advisors Services
      Check out the various services provided by it
      Does the broking house provide Demat Services? Yes
      Does the broking house provide Trading Services? Yes
      Do they have 3 in 1 Account i.e. Demat, Trading & Savings A/C? No
      Do they provide Intraday Services? Yes
      Are they offering IPO Services to the client? Yes
      Do they have Stock Recommendations available? Yes
      Are they providing tools for Robo Advisory? No
      Does the broker provide PMS? No
      Do they have Trading Institution available? No
      What is the Trading Exposure this broker provides? Upto 5X

      Does Patel Wealth Advisors provide Research & Advisory to their clients?

      Patel WealthAdvisors Research, Advisory & Stock Tips
      Here are the various research activities are done by it 
      Does the broker share Fundamental Reports? No
      Does the broker share Research Reports? Yes
      Do they provide Company Reports to their clients? No
      Are they analyzing the Annual Reports of Companies? No
      Do they share Company Stock Reviews? No
      Are they sharing Free Stock Tips with their clients? Yes
      Do they analyze & share IPO Reports? No
      Does the broking company provide Top Picks? Yes
      Are they sharing Daily Market Review? Yes
      Do they have Monthly Reports? Yes
      Does the broker provide Weekly Reports? Yes
      Are they having Offline Advisory? Yes
      Do they provide Relationship Managers to clients? Yes

      What are the Customer Care details of Patel Wealth Advisors?

      Patel Wealth Advisors Customer Support
      Let’s have a better understanding of Customer Care Service
      Are they providing Dedicated dealers to their clients? Yes
      Do they allow Offline Trading? Yes
      Do they have facilities for Online Trading? Yes
      Are they providing 24*7 Support? Yes
      Does this broker provide Email Support? No
      Is this broker having Chat Support? No
      How many Branches the stock broker has? 380

      Are there any Complaints filed against Patel Wealth Advisors by their clients?

      Patel Wealth Complaints
      Here you will know about the Complaints lodged against it
      What is the total number of Complaints Lodged in BSE? 0
      How many of these complaints have been Resolved in BSE? 0
      What is the total number of Complaints Lodged in NSE? 1
      How many of these complaints have been Resolved in NSE? 1

      What are the Patel Wealth Advisors Review & Ratings as per their Customer?

      Patel Wealth Advisors Ratings & Reviews
      We are looking at Companies’ Ratings on various parameters
      Stock Market Research & Broking Advisory 2.5/5
      Brokerage & other Charges like – Turnover, Transaction Charges etc. 3.4/5
      Types of Products & Services the Brand provides 3.3/5
      Performance Mobile App, Trading Terminal & Web Trading Platform 2.6/5
      Experience in the Broking Business 2.4/5
      Total Avg. Rating of Broking House 2.7/5
      Star Rating given to Stock Broker ★★★☆☆
      Number of People Contributed to These Ratings 266

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