Wealth Managers, founded by CAs Bharat Phatak and Ajit Khasnis, is a Pune-based firm specializing in investment advisory, portfolio management, and financial planning. With deep market expertise and a skilled team, we help clients preserve and grow their wealth.
| Investment Approach | Category | 1 M | 3 M | 6 M | 1 Y | 2 Y | 3 Y | 5 Y | Inception | AUM (Cr.) | Inception Date |
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Mayur Parkeria, Head of PMS & Fund Manager at Wealth Managers (India) Pvt. Ltd., specializes in focused investment s... Mayur Parkeria, Head of PMS & Fund Manager at Wealth Managers (India) Pvt. Ltd., specializes in focused investment strategies and long-term wealth creation Read More
Unlock the potential of your investments with expert-managed portfolios. PMS offers personalized strategies to help your wealth grow steadily and securely.