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Know everything about Patel Wealth Franchise Business Opportunity here.

Patel Wealth Advisors are known to be one of the entrepreneur teams hailing from Gujarat and aspires to bring excellent financial franchise services for medium and small-scale businesses.

Established in 2005, the Patel Wealth Sub Broker aspires to bring its innovative services and advisory and research services.

The company headquartered in Rajkot makes leaps daily in the financial sector, ensuring its customers receive all the products and services under one roof.

The company strives hard to fulfill all requirements of its global clientele at a reasonable brokerage fee. Here we will learn about every minute detail of the Patel Wealth Partner Program.

Patel Wealth Franchise Business Opportunity - Snapshot

Line of Business

Sub Broker

Unit / Shop Area

150 - 200 Sq. Ft.

Commission% / Revenue Sharing

60% to 75%

Total Investment

Zero - Rs.50,000

ROI Timeframe

2 Month

Patel Wealth Sub Broker Review & Ratings by FranchiseByte

Revenue Sharing

3.31 / 5

Franchise Fee & Infra Investment

3.21 / 5

Support & Training

3.33 / 5

ROI Timeframe

3.17 / 5

Brand Value

3.23 / 5

Overall Ratings

3.25 / 5

Star Ratings

Overview of Patel Wealth Sub Broker Franchise


Finance & Money

Business Line

Sub Broker

Organization Type


Head Office



Mr. Minish Patel

Founded In (year)


No. of Franchise Outlets


Master Franchise Model

Not Available

Franchise Tenure


Franchise Location

All over India

Business Set-Up Time

15 days

Franchise Commencement Year


The Patel Wealth franchise is new in the market but offers many exciting products and services in the financial services market.

They are also best known for their high paying capacity and have been said to provide an excellent back office to all their partners.

The Patel Wealth Sub Broker model is one of the best in the market, and they tend to improve it every year.

Their guidelines are as per the current situation of the finance industry, and their online and offline presence is making its mark in extending business all around the country.

Patel Wealth Franchise – Business Models

Here are 3 business models of Patel Wealth Sub Brokership.

Business Models Revenue Sharing
Sub Broker 65% – 75%
Partner 50% – 60%
Refer and Earn Rs.200 per new Client

Patel Wealth Sub Broker Model

The Patel Wealth Sub Broker model is gaining much traction nowadays. They work on a revenue-sharing model and offer 65% to 75% to the individuals who aspire to be a sub broker with them.

The sub-broker model revenue sharing percentage is quite comparable to the competitors.

The sub broker model allows individuals to bring business to the broker and publicize their products and services. Currently, Patel Wealth has offices in more than 50 cities in the country.

The count of offices is expanding with every passing day as the broker makes every possible effort to reach out to the people.

The sub broker applying for their code receives confirmation with the desired details in 28 days. Patel Wealth takes about 30 days to settle the payment in the sub broker’s account.

Patel Wealth Partner Model

The Patel Wealth partner model is offered free of cost and works on a revenue-sharing model.

The broker offers 50-60% of the revenue to the Patel wealth partners, a reasonable amount to be shared with the franchise.

The Patel Wealth partner model is created considering they are a new entrant and are eager to penetrate the Indian market.

Their quality offerings and services will make their space available soon. The partners receive all the due support from the franchise for bringing new clientele to the broker.

Their seamless and digital onboarding process allows clients to experience no hassle and work as desired.

Patel Wealth Referral Program

The referral program is undoubtedly a great way to look for business expansion.

If any business is looking forward to establishing its foundation in the market, it should devise strategies so that more and more people know about them.

One famous method is spending your funds on advertisements, and the other is promoting the company by creating and executing referral programs.

The Patel Wealth refer and earn programs allow the referrals to onboard the broker web platform, and the sub brokers and partners can receive 200 INR for every referral.

More and more people know about the company and join it, and more will be your earnings.

This additional income will be based upon the people’s participation but will allow you to have an extra income in your pocket by the month’s end.

Patel Wealth Franchise Cost & Fees

Sub Broker - Franchise Fee

Rs.10,000 - Rs.15,000

Partner - Franchise Fee


Infrastructure Investment

Zero - Rs.35,000

The security deposit is required to be a sub broker or Partner with Patel Wealth Franchise. The individual has to pay a security deposit of 45,000 to 1,00,000.

The final commission percentage is decided on the basis of the security deposit made by the prospective brokers and partners.

The Patel Wealth franchise cost for sub brokers ranges from 10,000 to 15,000, and it is free for partners.

Before enrolling with Patel Wealth, the sub brokers should speak to the company and note their essential requirements.

It will help them sort out any issues and know the support they can seek from the broker.

Patel Wealth Sub Broker Commission / Revenue Sharing / Royalty

Sub Broker Commission

65% to 75%

Stock Broker Commission

25% to 35%

Partner Commission

50% to 60%

Stock Broker Commission

40% to 50%

Referral Commission

Rs.200 per new Client

Stock Broker Commission

Flat 100%

The sub broker commission offered by Patel Wealth ranges from 60-75%.

The commission is comparable with the competitors, and the final percentage always depends upon the sub brokers initial investment.

The high initial investment allows the sub broker to negotiate for a higher commission. The Patel Wealth partner commission is low compared to the sub broker.

They only need the entire infrastructure and seek the company’s support in many sectors. Sub brokers are self-sufficient and received great accolades for their best performances.

Moreover, if they perform best consistently, they can negotiate with the company for a higher commission.

Patel Wealth Business Partner ROI Details

In Years

2 Month

Patel Wealth sub broker returns on investment can be expected in 2 months or 60 days. It is quite good as you are getting your investment back within a short time frame.

Being one of the business partners with Patel Wealth allows them to use their resources full-fledged to gain knowledge about the products and ensure they are on the right track.

If taken seriously, exploring the fantastic opportunity of stabilizing your business with Patel Wealth can bring you great wealth.

The business partners are often asked to align their costs to make huge profits and earn a regular income from the broker.

Patel Wealth Sub Broker Profits

Find out various details like Patel Wealth Sub Broker Profits, Revenues, Profit Margin & more here.

Monthly Revenue
No. of Active Clients 220
Daily Trades per Clients 1
Avg. Volume per Trade 2,00,000
Brokerage per Trade 0.16%
Trading Days in 1 Month 2
Total Brokerage Revenue 1,40,800
Sub Broker’s Share (75%) 1,05,600
Monthly Expenses
Office Rent (Co-working Space) 12,000
1 Telecaller Cost 13,000
1 Dealer Cost 15,000
Misc. Expenses 3,000
Total Cost 43,000
Monthly Profit
(Revenue – Expenses) 62,600
Profit Margin 44%

Undoubtedly Sub broker shares a higher percentage of revenue than the partner program.

But Patel Wealth sub broker profit always depends on earnings and spending as they maintain a full-fledged office with full-time working staff.

The expenses are high, primarily if they work in a commercial place. To earn significant profits, sub brokers had to concentrate on bringing new business every day and take advantage of every opportunity.

And they also had to keep a keen eye on expenses and the productivity of their resources.

Patel Wealth Partner Profits

Check out various details like Patel Wealth Partner Profits, Profit Margin, Revenues & more.

Monthly Revenue
No. of Active Clients 220
Daily Trades per Clients 1
Avg. Volume per Trade 2,00,000
Brokerage per Trade 0.16%
Trading Days in 1 Month 2
Total Brokerage Revenue 1,40,800
Sub Broker’s Share 70,400
Monthly Expenses
1 Telecaller Cost 13,000
Misc. Expenses 3,000
Total Cost 16,000
Monthly Profit
(Revenue – Expenses) 54,400
Profit Margin 39%

The Patel Wealth Partner profits from revenue sharing, although less than the sub broker program.

But the Partner is not liable to spend much on infrastructure and keeping up with a full-fledged staff as the broker handles their back office system.

As the spendings are, less the profit can be more at times. Keeping your expenses in check can help you make great money you have never thought of before.

Signing up with a partner program, especially in the initial years of your career, is a great option. It will help you make your connections in the industry, allowing you to reap fruit in the future.

Master Franchise of Patel Wealth - Information

Franchise Fee


Infrastructure Investment


Commission% / Revenue Sharing


Patel Wealth Partner Infrastructure Requirement

Shop / Unit Area

150 - 200 Sq. Ft.

Employee Strength

1 to 2

Research / Advisory


Trading Terminals Set-up


Telephone Lines


Computer / Internet Connectivity




CCTV Set-up


Patel Wealth franchise set-up requires the sub broker to have a place of 150-200 sq ft. It is a must that a broker should have a space in the mentioned range to operate as a full-fledged office.

Apart from the area, the other utilities, like trading terminals, CCTV set-ups, telephone lines, etc., should also be in the right place.

A perfect infrastructure is necessary if you expect walk-in clients or like to work in a disciplinary manner.

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Support extended by Patel Wealth Sub Broker Franchise

Service Pricing




Client Interaction Training

Occasionally Available

Relationship Manager Support


Back-Office Support


Trading Support


Advisory Support

Available - Paid

Marketing Support

Partially Available

Business Management Software

Not Available

Website Support

Not Available

Operation Manual


Training Manual


Patel Wealth provides all kinds of support to its sub broker. They extend their support to their sub brokers ranging from trading support, marketing support, advisory support, etc.

They keep updating their modules, so check for new add-ons to help you seek support.

You don’t have to worry about the back office support with Patel Wealth, as the company is keen to help its people and gain their share in the market.

The broker does not provide website support. It would help if the Patel Wealth sub broker handled it independently.

Franchise of Patel Wealth Sub Broker - Marketing Support

Unit Interior & Exterior Ads


Local Advertisement


Digital Marketing

Not Available

Television Advertisement

Not Available

Prints Advertisement

Not Available


Not Available

The marketing support available for Patel Wealth is immense. But you should know that as the company is new, they need help to handle your marketing efforts. You can rely on them for local support, unit exterior, interior ads, etc.

The company back office will help you with queries they will receive from the surrounding areas and will be helping you in backing up with conversions too in your initial days.

But digital marketing you need to handle on your own.

Training provided by Patel Wealth Partner Program

Product Information Training


Dealers Training


Service Training


Patel Wealth has devised many modules for the Patel Wealth Affiliate partner program that are one of the best in helping you whenever you require them.

You can rely on them for product information training, service training, dealers training, etc. Training manuals are also available, and the broker offers client interaction training.

Patel Wealth takes all possible steps to help its business partners with the desired support.

Patel Wealth Franchise - Products & Services Offered

Equity Trading


Commodity Trading


Currency Trading






Mutual Funds








Demat Services


3 in 1 Acount


IPO Services


Stock Recommendations


Robo Advisory




Exposure or Limit


Mobile App


Web Trading Platform


Trading Terminal


Algo Trading Platform


Basket Trading


Patel Wealth franchise offers many products in its portfolio. They deal in products like Futures, IPO, equity trading, insurance, demat services, etc.

But they only provide a few products that are trending in the market. Their research team is working on it, and we hope they will update their product deck soon to add new products to their portfolio.

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Franchise for Patel Wealth - Revenue per Customer





Equity Options

Rs.15 Per lot

Equity Futures




Currency options


Currency Futures


Franchisee Qualification required by Patel Wealth Sub Broker

Age Limit

21 & above

Business Experience


Academic Qualification

No Restriction

Documents Required to Start Patel Wealth Partner Program

Franchise Agreement


Proprietor Aadhaar Copy


Proprietor Photo


Proprietor / Business PAN Copy


Business TAN Copy


GST Registration Certificate


Proprietor / Business Address Proof


Unit / Shop Address Proof


NOC of Unit / Shop


Patel Wealth Sub Broker or Partner Dashboard

Find out the links to Patel Wealth Franchise Dashboard here.

Sub Broker / Partner Dashboard Link

To access your dashboard, you need to know your client code and password to help you with the access.

The Patel Wealth partner dashboard lets you look at your real-time earnings and check your performance daily.

Accessing your dashboard regularly will help you connect with the broker about what they are doing and planning to launch recently.

Assertive communication is essential to help yourself with staying updated about the industry.

Patel Wealth Franchise Login

Any partner can log in with their client code and password. The account will help you with everything you want to know about your profile with Patel Wealth.

The Patel Wealth franchise login platform ensures your data is safe with them and provides a requite solution to manage your business remotely.

The company also provides video tutorials to help you with every option when required.

Patel Wealth Sub Broker Benefits

Here is the list of Patel Wealth benefits you can explore in your association with them. Let’s have a look:

  • Patel Wealth offers personalized solutions to its partners and sub brokers.
  • The initial investment is significantly less as compared to the competitors.
  • Free training is provided.
  • The high revenue-sharing percentage is shared with sub-brokers and partners.

Patel Wealth Franchise Drawbacks

Here is the list of Patel Wealth Franchise drawbacks that you should consider:

  • The products offered are significantly less
  • Partial marketing support

Patel Wealth Partner Program: Conclusion

Patel Wealth partner program is undoubtedly an innovative program that assists the partners in maximizing their earnings.

The onboarding procedure is simple, and many video tutorials are available on the Patel Wealth platform to help you with their dedicated products.

Undoubtedly Patel Wealth is one of the rising platforms with a lot to offer its partners.

FAQs on Patel Wealth Franchise Businesses

Check out various FAQs on Patel Wealth Affiliate Partner Program.

Does Patel Wealth have an authorized person?

Yes, Patel Wealth has the option to be an authorized person.

They have particular eligibility criteria and also require the individual to submit relevant documents as listed on the official website to be a qualified person.

How many affiliate partners does Patel Wealth have?

The broker did not reveal the exact data for the affiliate partners.

But as the broker has already opened their offices in more than 50 offices, which makes sure that they will have a good count of affiliate partners working with them.

What are the Patel Wealth referral agents?

The referral agents with Patel Wealth are the ones who earn income from referring new clients to the broker.

The broker provides 200 INR for every new client sign-up. The person who is referring to this acts as the agent here.

How can I become a Patel Wealth Associate Partner?

To be an associate partner with Patel Wealth, you must fulfill their eligibility criteria and complete the application form published on the website.

Their executives will give you a call and let you know about the status of your application. On approval, you will receive all the credentials to log in and start working over.

How much can I earn as a Patel Wealth Partner or Dealership?

There is no limit to earning with Patel Wealth as the broker offers a lucrative revenue-sharing model, so if you put a lot of effort into your performance, you can earn even a fortune with them.

Am I eligible to start a Patel Wealth Partnership Agency?

To be a part of the partnership agency with Patel Wealth, you must be at least 21 years of age and a graduate.

Having a certificate in financial services will be an add-on and increase your approval chances.

Do I need to have a Patel Wealth trading account?

As the broker does not support 3-in-1 account services on their platform. The partners had to open their trading accounts to start with the services.

How much must I invest in becoming a Patel Wealth authorized partner?

Although it depends upon the partnership type you choose, the Patel Wealth prices are quite reasonable compared to their competitors.

How can I track my earnings with Patel Wealth?

It would help if you reached the dashboard to look at your earnings. The dashboard is updated from time to time to reflect your real-time earnings.

Is Patel Wealth safe to become a partner?

Starting in 2015, Patel Wealth has earned many names in the financial services industry.

You do not need to worry about working with them as they are best known for their reputation and their timely delivery of payments.


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