Welcome to R Patel Wealth, an AMFI-registered mutual fund distributor with over 35 years of experience in helping individuals and families build, grow and protect their wealth. We believe every financial journey is personal, and successful investing is not about chasing the highest returns—it’s about making informed decisions, staying disciplined and giving your money the time it needs to grow. We begin by understanding your financial goals, risk profile and life aspirations, and help you choose suitable investment solutions including Mutual Funds, SIPs, ELSS for tax saving, fixed income products, PMS, AIFs and SIF. With personalised financial guidance, long-term thinking and a strong focus on financial security, we stand beside you through every stage of your journey. Start with a Free Portfolio Health Check and take a confident step towards a financially secure future.
To build a legacy of trust by helping families create enduring wealth across generations.
Years of Experience
Happy Clients Worldwide
Patna | Delhi-NCR | Mumbai
Defence Forces Families
Founder
Vice President
Vice President
Associate Vice President
Managing Partner
Managing Partner
Invest Easy, Track Smart, Grow Steady. Anywhere, Anytime.
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We offer a comprehensive range of wealth management solutions, including Mutual Funds, PMS, AIFs, Health & Term Insurance, Loan Against Securities (LAS), Will Planning, and Goal-Based Financial Planning—designed to help you build, protect, and preserve your wealth.
Every recommendation begins with your financial goals—not a product. We focus on disciplined investing, portfolio reviews, asset allocation, and long-term wealth creation, tailored to your risk profile and investment objectives.
No. We do not charge any consultation fee for investment guidance. As an AMFI-registered Mutual Fund Distributor, we are compensated through trail commissions on Regular Plans, ensuring complete transparency.
Yes. We review your existing investments, identify gaps, improve diversification, and recommend strategies aligned with your financial goals and risk profile.
Simply schedule a consultation with our team. We'll understand your financial goals, review your existing investments, and recommend a personalized investment strategy.
After a lifetime built on discipline, responsibility and careful decisions, I believe the same values should guide the way we manage our finances. My association with R Patel Wealth has reflected exactly that. What began as an investment relationship gradually became a relationship of trust. I have valued their sincerity, clarity of advice, and the sense of responsibility with which they handle every financial discussion. They have never made investment decisions feel complicated or intimidating; instead, they have given me the confidence to make informed decisions and stay committed to my long-term financial goals.
For me, investing has never been merely about numbers or returns; it has been about placing my hard-earned money in the hands of people I can trust. My association with R Patel Wealth has given me exactly that confidence. What I value most is their personal approach. They do not simply suggest an investment; they take the time to understand my requirements, explain the reasoning clearly, and remain available whenever I need guidance. Their commitment, transparency, and disciplined approach have made my investment journey comfortable and reassuring.
Having invested through R Patel Wealth for over 35 years, I can confidently say that their greatest strength is the trust, integrity and personal commitment they bring to every client relationship. Their vision of helping people from every walk of life plan strategically for every stage of life truly sets them apart. What makes R Patel Wealth exceptional is their dedication and the way they treat their clients like family. I highly recommend R Patel Wealth to people from all walks of life who seek trusted guidance and a meaningful approach to achieving their financial goals.
Money is important, but the peace of mind that comes from knowing it is in the right hands is even more valuable. This is what my association with R Patel Wealth has given me. Over the years, I have experienced their sincerity not only in the way they manage investments, but in the way they manage relationships. They have always been there to listen, explain, guide, and stand by their advice with patience and conviction.
AMFI Registered Mutual Funds Distributor
ARN-167471
APMI Registered PMS Distributor
APRN – 00382
Grievance Redressal:
Contact Person – Mukesh Kumar
Phone – +91-6287331493 / +91-9835024904
Email – rpatelwealth@gmail.com
R Patel Wealth
Head office:
Kailashpuri, West of Hanuman Nagar Pani Tanki, Bhabha Colony, Kankarbagh, Hanuman Nagar, Patna, Bihar 800020
Contact- +91-9835024904 / +91-9973198713
Branch Office:
Gola Road, Rajeshwar Apartment, Opp. Yellow Vine Banquet Hall, Patna, Bihar 801503
Contact Kanhaiya Kumar- +91-6287331495
PATNA | DELHI-NCR | MUMBAI
DISCLAIMER: www.rpatelwealth.com is an online website of R PATEL WEALTH who is registered vide ARN-167471 as an AMFI Registered Mutual Fund Distributor. The current validity of ARN-167471 is 31.10.2028. APMI Registered PMS Distributor, APRN – 00382. The said website is intends to provide educative and informative details related to investments and also provide online transaction facility in Mutual Funds. We do not charge any fees for these calculators and information, because we earn our commissions from the Mutual Fund companies. The website does not guarantee any returns or financial goal success by any means.
Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
©2026 R Patel Wealth.
