Slide Background
As an Investor I am looking for...
Being in Control
Liquidity
Return & Risk
Tax Efficiency
Slide Background
    You are looking for Investment Professional who

  • Is experienced in handling clientele of similar profile
  • Has Integrity and Competence
  • Has a Non conflicting positioning
  • Understands Risks & cyclicality of Assets classes.
  • Has a long-term orientation in the light of uncertainty
  • Focuses on broader family objectives and portfolio strategy to meet risk return objectives
  • Avoids Big Mistakes
  • Helps in enhancing Long Term overall Performance & control costs.
    You are looking for Investment Professional who

  • Is experienced in handling clientele of similar profile
  • Has Integrity and Competence
  • Has a Non conflicting positioning
  • Understands Risks & cyclicality of Assets classes.
  • Has a long-term orientation in the light of uncertainty
  • Focuses on broader family objectives and portfolio strategy to meet risk return objectives
  • Avoids Big Mistakes
  • Helps in enhancing Long Term overall Performance & control costs.
Slide Background
Slide Background
Portfolio
Management

Portfolio Management Service or PMS is one of the most advanced forms of Investments
available for HNI or Ultra HNI investors at Wealth Managers.

Portfolio Management Service or PMS is one of the most advanced forms of Investments available for HNI or Ultra HNI investors at Wealth Managers.

Slide Background
Mutual Fund
Distribution

We address the investment needs through asset allocation by using a judicious
mix of financial avenues such as Mutual Funds, Bonds, FDs Etc..

We address the investment needs through asset allocation by using a judicious mix of financial avenues such as Mutual Funds, Bonds, FDs Etc..

Slide Background
Investment Advisory

Our Investment Advisory division specialises in Providing comprehensive
set of services to ensure optimal working of the Family Office and knitting
together both Internal and External Touch Points of the Client.

Our Investment Advisory division specialises in Providing comprehensive set of services to ensure optimal working of the Family Office and knitting together both Internal and External Touch Points of the Client.

Slide Background
As an Investor I am looking for...
Being in Control
Liquidity
Return & Risk
Tax Efficiency
Slide Background
    You are looking for Investment Professional who

  • Is experienced in handling clientele of similar profile
  • Has Integrity and Competence
  • Has a Non conflicting positioning
  • Understands Risks & cyclicality of Assets classes.
  • Has a long-term orientation in the light of uncertainty
  • Focuses on broader family objectives and portfolio strategy to meet risk return objectives
  • Avoids Big Mistakes
  • Helps in enhancing Long Term overall Performance & control costs.
    You are looking for Investment Professional who

  • Is experienced in handling clientele of similar profile
  • Has Integrity and Competence
  • Has a Non conflicting positioning
  • Understands Risks & cyclicality of Assets classes.
  • Has a long-term orientation in the light of uncertainty
  • Focuses on broader family objectives and portfolio strategy to meet risk return objectives
  • Avoids Big Mistakes
  • Helps in enhancing Long Term overall Performance & control costs.
Slide Background
Slide Background
Portfolio
Management

Portfolio Management Service or PMS is one of the most advanced forms of Investments
available for HNI or Ultra HNI investors at Wealth Managers.

Portfolio Management Service or PMS is one of the most advanced forms of Investments available for HNI or Ultra HNI investors at Wealth Managers.

Slide Background
Mutual Fund
Distribution

We address the investment needs through asset allocation by using a judicious
mix of financial avenues such as Mutual Funds, Bonds, FDs Etc..

We address the investment needs through asset allocation by using a judicious mix of financial avenues such as Mutual Funds, Bonds, FDs Etc..

Slide Background
Investment Advisory

Our Investment Advisory division specialises in Providing comprehensive
set of services to ensure optimal working of the Family Office and knitting
together both Internal and External Touch Points of the Client.

Our Investment Advisory division specialises in Providing comprehensive set of services to ensure optimal working of the Family Office and knitting together both Internal and External Touch Points of the Client.

Portfolio Management

Portfolio Management Service or PMS is one of the most advanced forms of Investments available for HNI or Ultra HNI investors at Wealth Managers.

Mutual Fund Distribution

We address the investment needs through asset allocation by using a judicious mix of financial avenues such as Mutual Funds, Bonds, FDs Etc.

Investment Advisory

Our Investment Advisory division specialises in Providing comprehensive set of services to ensure optimal working of the Family Office and knitting together both Internal and External Touch Points of the Client.

Welcome to Wealth Managers

Portfolio Management Mutual Fund Distribution Investment Advisory

Growth Through Prudence

Wealth Managers was founded by Mr. Bharat Phatak and Mr. Ajit Khasnis, both Chartered Accountants by training, acknowledged as leading and respected investment professionals in Pune. Both of them have extensive experience and in-depth knowledge of Indian securities markets. They have individually worked as stockbrokers for over 10 years. We at Wealth Managers are well equipped with a team of dedicated financial professionals.

View Our Corporate AV

Puzzle Faced By Investors

  • Is this the “Right Time” to invest?
  • How is my portfolio doing?

  • How can I get a consolidated view of all my investments?

  • Am I following Prudent Asset Allocation?

  • Have I Saved Enough?

  • Is my family Aware about my investments?

  • Is the nomination and will in place for all my investments ?
  • What is the cost that I am incurring?

Any queries related to investment and financial planning?

Book A Consultation