Wealth Managers Pvt
Finance · India · 11-50 Employees
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Overview
Headquarters
63/4 P.p.vasudevashram Road off Income T...Phone Number
+91 2067636100Website
www.wealthmanagersindia.comRevenue
$6.2 MillionIndustry
About Wealth Managers Pvt
Wealth Managers, a Scripbox Group Company, specializes in providing tailored wealth management solutions, particularly through their advanced Portfolio Management Services (PMS) aimed at High Net Worth Individuals (HNI) and Ultra HNI investors. Founded by experienced Chartered Accountants Bharat Phatak and Ajit Khasnis, the firm leverages their extensive knowledge of Indian securities markets to offer investment advisory and asset allocation services. The company focuses on enhancing long-term performance while ensuring tax efficiency and prudent asset allocation for its clients. Wealth Managers is committed to addressing the unique financial needs of families and individuals, ensuring a comprehensive approach to investment management.Explore more
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Wealth Managers Pvt Tech Stack
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Wealth Managers, a Scripbox Group Company, specializes in providing tailored wealth management solutions, particularly through their advanced Portfolio Management Services (PMS) aimed at High Net Worth Individuals (HNI) and Ultra HNI investors. Founded by experienced Chartered Accountants Bharat Phatak and Ajit Khasnis, the firm leverages their ext... Read More
