"Wealth Managers was established by Mr. Bharat Phatak and Mr. Ajit Khasnis, both distinguished Chartered Accountants with a prominent reputation as leading investment professionals in Pune. Their collective expertise encompasses extensive experience and profound understanding of the Indian securities markets, with each having served as stockbrokers for over a decade. Our firm is further strengthened by a team of committed financial specialists."
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| Strategy | Category | 1Y | 3Y | 5Y | Inception |
|---|---|---|---|---|---|
| Focused Leadership Portfolio | Multi Cap & Flexi Cap | 13.05% | 12.69% | 14.60% | Jun 2015 |
Past performance is not indicative of future results. Returns are subject to market risks.
Fund Manager, PMS
Joined the organization in June 2001. Commenced engagement with Wealth Managers in December 2003. Previously associated with Kirtane & Pandit Chartered Accountants, Pune. Holds an M.Com degree from Pune University. Certified as an Associate Chartered Accountant and a Certified Financial Planner (CFPCM).
Get in touch with our partner to learn more about Wealth Managers (India) Pvt Ltd's portfolio management services and how they align with your investment goals.
SEBI Registration: INP000001660
Registered Office: 201, Kamdhenu,40/24, Bhonde Colony, Karve Road,Pune,Maharashtra,India-411004
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Last Updated: December 2025 · Published by Affluense AI (affluense.ai)
