# Patel Wealth Back Office > Financial back office app for viewing balances and requesting services. (iPhone/iPad app by PATEL WEALTH ADVISORS PRIVATE LIMITED.) - Source: https://appshunter.io/ios/app/patel-wealth-back-office/id1359113253 (this page in markdown: same URL + `.md`) - Developer: [PATEL WEALTH ADVISORS PRIVATE LIMITED](https://appshunter.io/developer/1359113252) - Category: Finance - Price: Free - Age rating: 4+ - Requires: iOS 11.0 · 42 MB - Languages: American English - Released: 2018-04-26 - Data updated: 2026-06-01 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/patel-wealth-back-office/id1359113253/reviews.md ## What is Patel Wealth Back Office? 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 ## Key features - View ledger balance - View stock balance - Request services - Request support - Offline and online access ## Recent user reviews (4 of 4) All indexed reviews: https://appshunter.io/ios/app/patel-wealth-back-office/id1359113253/reviews.md ### 1/5 — Update *2023-07-07, version 2.62* Very very Bad Application for iphone users…. Iphone me chalti hi nhi applications … ### 1/5 — Incomplete information *2021-10-09, version 2.62* 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 ### 1/5 — Third class app *2020-07-01, version 2.4* Trying since week but not getting otp even correct mob no ### 5/5 — Most trusted Broker *2020-02-01, version 2.1* 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. ## Frequently asked questions about Patel Wealth Back Office ### What can I do with Patel Wealth Back Office? Patel Wealth Back Office allows you to view your ledger balance and stock balance. You can also submit requests for various services and support directly through the application. ### Is Patel Wealth Back Office available on Android? Based on the provided data, Patel Wealth Back Office is available for iPhone, iPad, and iPod. Information regarding Android availability is not specified. ### How secure is Patel Wealth Back Office? While specific security features are not detailed, the app is developed by a SEBI-registered stock broking firm, Patel Wealth Advisors Pvt. Ltd. It is designed to manage sensitive financial information. ### When was Patel Wealth Back Office last updated? The application was last updated on June 20, 2024, with version 2.70. This indicates regular maintenance and potential feature additions. ### What financial services does Patel Wealth Advisors offer? Patel Wealth Advisors offers a wide range of financial services including stock broking, derivatives, commodity derivatives, depository services, research, advisory, mutual fund distribution, and IPO services. ### Is Patel Wealth Back Office free to use? Yes, Patel Wealth Back Office is available for free. There are no associated costs for downloading or using the application. ### What is the age rating for Patel Wealth Back Office? Patel Wealth Back Office has an age rating of 4+. This suggests it is suitable for a wide range of users, including younger individuals. ### Does Patel Wealth Back Office have ads? No, Patel Wealth Back Office does not contain advertisements. The app is free and ad-free, providing an uninterrupted user experience. ## Version history (last 5 releases) ### 2.70 — 2024-06-20 Notification list ### 2.69 — 2024-06-04 Description as per SEBI ### 2.68 — 2024-01-10 Fix for bank list in add fund and withdraw ### 2.67 — 2023-12-26 Fix for broadcast ### 2.66 — 2023-12-13 Security Improvement. ## Apps similar to Patel Wealth Back Office | App | Rating | Price | Category | | --- | --- | --- | --- | | [EquiDet: Wealth Management](https://appshunter.io/ios/app/equidet-wealth-management/id6744027501) | — | Free | Finance | | [Intellect Money](https://appshunter.io/ios/app/intellect-money/id6741146819) | — | Free | Finance | | [Greenmint Finserve](https://appshunter.io/ios/app/greenmint-finserve/id6479853166) | — | Free | Finance | | [Aditya Birla Capital - Wealth](https://appshunter.io/ios/app/aditya-birla-capital-wealth/id6443828829) | 1.8 (4) | Free | Finance | | [Wealthy Partner - MFDs & IFAs](https://appshunter.io/ios/app/wealthy-partner-mfds-and-ifas/id1585943279) | — | Free | Finance | | [Waterfield](https://appshunter.io/ios/app/waterfield/id1531060761) | — | Free | Finance | ## More apps by PATEL WEALTH ADVISORS PRIVATE LIMITED - [Rabbit - by Patel Wealth](https://appshunter.io/ios/app/rabbit-by-patel-wealth/id1369926223) All apps by PATEL WEALTH ADVISORS PRIVATE LIMITED: https://appshunter.io/developer/1359113252 --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-01.*