Acquisition highlights of Wealth Managers and a snapshot of its key metrics.

Founded in 2003, Wealth Managers operates in Fintech offering customised wealth management solutions aimed at tangible progress and growth in clients  wealth through long-term, conservative investments. Based in Pune, the company serves high net-worth individuals, corporates, promoters of organisations, NRIs, and private trusts primarily in Pune and Mumbai. Wealth Managers prioritises clients interests, providing a range of services including portfolio management, mutual fund distribution, specialty products, and investment advisory. The firm emphasizes integrity and aims to create and preserve wealth for its clients, supported by a dedicated research team and relationship managers. Wealth Managers currently manages assets exceeding INR 3,000 crores.

Mr. Bharat Phatak

Mr. Ajit Khasnis

Founded in 2003, Wealth Managers is a bootstrapped startup and has not raised funding so far.

Wealth Managers – Total Funding, Funding Over Time, Funding By Rounds and More.

Funding highlights of Wealth Managers and a snapshot of its key metrics.

Investment highlights of Wealth Managers and a snapshot of its key metrics.

Wealth Managers - A Fintech Bootstrapped Company Based Out Of Pune

Wealth Managers

A snapshot of highlights, scale, and metrics

An overview of key people in Wealth Managers.

A Fintech Bootstrapped Company Based Out Of Pune

Wealth Managers - Company Profile & Overview