At wealth managers we aim for tangible progress and growth in our clients ,wealth through long term, conservative and responsible non speculative investments to give financial security and peace of mind by remaining always on your side of the table.
Who We Are?
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 stock brokers for over 10 years. We at Wealth Managers are well equipped with a team of dedicated financial professionals.
Our Core Ideologies
Our Core Ideologies
- We assist the ambitious “FEW” to make the tangible progress in their wealth with an enterprising mix of long term, conservative and responsible non speculative investments to give nancial security and peace of mind.
- We are a competent team founded on fairness, dignity and respect for everyone.
- We enjoy the pursuit of high quality, error free work.
We actively partner with ethical associates having common objectives and values.
Protect and grow Wealth for clients by delivering outstanding investment results, along with
- Excellence in service and client engagement
- Efficiency in operations and compliance
- Respect, Autonomy, Recognition, and Reward for team members
Our Core Values and Practices
- To generate returns in a manner which would address short term and long terms objectives of clients.
- To manage our clients’ wealth by striking a balance between growth and safety of the investments.
- Strong belief in achieving excellence not only in our processes but also our knowledge base and skills.
- Total commitment to rational approach to investing with strong emphasis on values and ethics.
- Adherence to long term conservative approach by scrupulously avoiding speculation.
- Shared values of our team are fairness, dignity and respect for everyone.
- We strive to be one of the best in the domain of investment.
Fundamental driven approach with blend of Technical, Quantitative and Behavioral Aspects
Experienced and Stable team of Strategist and Analysts with combines experience of more than 50 man years.
- Diversification – We believe that the it’s in client’s interest to maintain diversification even at the cost of some performance.
- Asset Allocation is the best way to diversify and it explains more than 90% of the investment performance.
- Global Trends in Asset class performance matter more than local trends
- Global Macro matter more than Local Macro factors
This is the reason why we allocate more time and efforts in analyzing what’s happening across the asset classes globally.