Company Profile:

‘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.’

Wealth Managers is a leading Wealth Management firm based in Pune and catering customized wealth management solutions to High Net-worth Individuals, Corporate, Promoters of the Organizations, NRIs and Private Trusts in Pune and Mumbai. We help you identify the best investment options based on your risk profile.

Wealth Managers is a leading investment firm focusing on ‘Client’s Interest First’.

The various advantages that will benefit our esteemed clients are:

 Broad-based Professional organisation

 Research & Analysis based recommendations

 Portfolio review & course correction

 Consistent performance

 Efficient back office operations

We, at Wealth Managers are proud to have set exemplary service standards in place. The role is spear headed by a relationship manager, and assisted by support personnel.

We have a full fledged research team in place, who analyze the various aspects of the different investment avenues on a continuous basis and help clients to have clear-cut appraisals of available investment opportunities.

We have four areas of business:

 Portfolio Management

 Mutual Fund Distribution

 Specialty Products

 Investment Advisory

Today we manage assets in the excess of INR 3,000 Crs in Pune and Mumbai.

Wealth Managers has been built on the tradition of Integrity and core focus on Client's Interest First ideology. Our first responsibility is to steer your investment through uncertain times, and Making a Difference by Wealth Creation and Wealth Preservation.

An active alert trusted friend for your financial matters!, who is always on your side of the table!