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Patel, Kartikey Dahyabhai (Ahmedabad, Gujarat)


Patel, Kartikey Dahyabhai is an adviser based in Ahmedabad, Gujarat. It manages $920 thousand of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdiction of Indiana.

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Patel, Kartikey Dahyabhai provides financial planning services and portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Patel, Kartikey Dahyabhai: assets under management

The assets under management (AUM) of Patel, Kartikey Dahyabhai is $920 thousand. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $155 thousand in discretionary accounts and $765 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $77.5 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $109.29 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Patel, Kartikey Dahyabhai for their services and products based on a percentage of assets under management, subscription fees, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Ahmedabad, Gujarat

The principal office where Patel, Kartikey Dahyabhai performs its advisory services is located at 202 Apollo Arcade, Nr. Rc Technical, Ahmedabad, Gujarat, 380061, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 203 987 5465. The normal business hours are 10 am to 6 pm on Monday - Friday. You can find more information about the New York firm at kdpinv.com.


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