WEALTH MANAGERS (INDIA) PVT LTD
AUM in Cr : 580 Cr
No of Clients : 206
Wealth Managers was founded by Mr. Bharat Phatak and Mr. Ajit Khasnis, both Chartered Accountants by training, acknowledged as leading and respected investment professionals in Pune.Both of them have extensive experience and in-depth knowledge of Indian securities markets. They have individually worked as stock brokers for over 10 years.We at Wealth Managers are well equipped with a team of dedicated financial professionals.
Growth Trend
Flow Trend
Schemes (7)
PMS
|
31 May 2023
|
AUM : 116 Cr
CAPITAL APPRECIATION - FOCUSED LEADERSHIP PORTFOLIO
NIFTY 50 INDEX TRI
Fund Returns
1M
1.67%
1Y
6.19%
Benchmark Returns
1M
2.87%
1Y
12.94
PMS
|
31 May 2023
|
AUM : 52 Cr
CAPITAL APPRECIATION - MOAT PORTFOLIO
NIFTY 50 INDEX TRI
Fund Returns
1M
6.46%
1Y
13.04%
Benchmark Returns
1M
2.87%
1Y
12.94
PMS
|
31 May 2023
|
AUM : 4 Cr
CAPITAL APPRECIATION - OPTIMISER MID AND SMALL CAP PORTFOLIO
NIFTY 50 INDEX TRI
Fund Returns
1M
2.13%
1Y
13.86%
Benchmark Returns
1M
2.87%
1Y
12.94
PMS
|
31 May 2023
|
AUM : 37 Cr
CAPITAL APPRECIATION - OPTIMISER PORTFOLIO
NIFTY 50 INDEX TRI
Fund Returns
1M
6%
1Y
14.99%
Benchmark Returns
1M
2.87%
1Y
12.94
PMS
|
31 May 2023
|
AUM : 1 Cr
CAPITAL APPRECIATION - OPTIMISER SMALL CAP PORTFOLIO
NIFTY 50 INDEX TRI
Fund Returns
1M
4.76%
1Y
17.76%
Benchmark Returns
1M
2.87%
1Y
12.94
PMS
|
31 May 2023
|
AUM : 165 Cr
CAPITAL APPRECIATION - SELECT DIRECT - ASSET ALLOCATION PORTFOLIO
NIFTY 50 Hybrid Composite Debt 50:50 Index TRI
Fund Returns
1M
1.55%
1Y
10.07%
Benchmark Returns
1M
1.96%
1Y
11.04
PMS
|
31 May 2023
|
AUM : 68 Cr
CAPITAL APPRECIATION - SELECT DIRECT GROWTH PORTFOLIO
NIFTY 50 INDEX TRI
Fund Returns
1M
2.76%
1Y
15.88%
Benchmark Returns
1M
2.87%
1Y
12.94
Contacts
Contact PersonMr. Gaurav Mehta
7030945232
7030945232
Corporate Address,,,,,,
Web and Email wealthmanagersindia.com
gaurav.mehta@wealthmanagers.co.in
gaurav.mehta@wealthmanagers.co.in
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