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

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 | Fintech Startup — Company Profile | Inc42

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

Wealth Managers: Key Highlights

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