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!
Company Details
- Employees
- 25
- Founded
- -
- Address
- 201, 2nd Floor, Kamdhenu Apartment, 40/24 Bhonde Colony,next To Prime Furnishing,karve Road,india
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- wealthmanagersindia.com
- Keywords
- Investment Management, Mutual Fund Distribution, Portfolio Management Services, Investment Advisory.
- HQ
- Pune, Maharashtra
Wealth Managers (India) Pvt Ltd Questions
Wealth Managers (India) Pvt Ltd's website is wealthmanagersindia.com
Wealth Managers (India) Pvt Ltd's LinkedIn profile is https://in.linkedin.com/company/wealth-managers-india-pvt-ltd
Wealth Managers (India) Pvt Ltd has
25 employees.
View email and phone details for 25
employees at Wealth Managers (India) Pvt Ltd.
Wealth Managers (India) Pvt Ltd's industry is
Investment Management
Wealth Managers (India) Pvt Ltd's top competitors are
Clearview Consulting Partners Llp,
Sapient Wealth Advisors & Brokers Pvt Ltd,
Multi-Act,
Sageone Investment Managers,
Growfinn Wealth Management,
Whiteoak Capital,
Purnartha Pms,
Cedrus Wealth Partners,
Scripbox,
Alpha Invesco Research.
Wealth Managers (India) Pvt Ltd's categories are Investment Management
Wealth Managers (India) Pvt Ltd's founding year is 2003
