Shrinivas Joshi

Shrinivas Joshisantosh2022-03-05T07:25:49+00:00

Shrinivas Joshi
Senior Relationship Manager

Qualification
B. Com (Pune University), MMM – Marketing (Pune University), MBA – Finance (University of Leicester, UK)

Experience
12 Years
Interested in Wealth Management, Asset Allocation and Behavioral Finance.

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, with extensive experience and in-depth knowledge of Indian securities markets.

Contact Details

Registered Office:
Wealth Managers (India) Private Limited
201, Kamdhenu,Bhonde Colony,
Karve Road, Pune – 411004. India
Phone: +91 20-67636100
Email: info@wealthmanagers.co.in

Branch

Office Address:
Wealth Managers (India) Private Limited
101, Prive-Rio,63/4
P.P.Vasudevashram Road, Off Income Tax Lane,
Erandwane, Pune – 411004.
Phone: +91 20-67636100
Email: info@wealthmanagers.co.in

Informative Links

Wealth Managers (India) Private Limited is a registered Portfolio Manager registered with SEBI (Registration No.: INP000001660) and registered Investment Adviser registered with SEBI (Registration No.: INA000003650). Wealth Managers (India) Private Limited (CIN No.U67190PN2003PTC017558)

Contact Details

Office Address: 201, Kamdhenu,Bhonde Colony, Karve Road, Pune – 411004. India
Phone: +91 20-67636100
Email: info@wealthmanagers.co.in

Branch

Office Address: 101, Prive-Rio,63/4 P.P.Vasudevashram Road, Off Income Tax Lane, Erandwane, Pune – 411004
Phone: +91 20-67636100
Email: info@wealthmanagers.co.in

Mumbai Address:
WEALTH MANAGERS (I) PVT LTD
WorkLoft, Ground Floor, G-$, Court Chambers, 35, Sir Vithaldas Thackersey Marg, New Marine Line, Behind Income Tax office, Mumbai 400020.
Email: info@wealthmanagers.co.in

Informative Links

Wealth Managers (India) Private Limited (CIN No.U67190PN2003PTC017558) is a distributor of mutual funds (AMFI ARN: 0900) and other financial products. Wealth Managers (India) Private Limited is also a registered Portfolio Manager registered with SEBI (Registration No.: INP000001660) and registered Investment Adviser registered with SEBI (Registration No.: INA000003650)