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WEALTH MANAGERS (INDIA) PVT LTD

WEALTH MANAGERS (INDIA) PVT LTD

AUM in Cr : 573 Cr
No of Clients : 211

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.

Schemes (9)

PMS
|
31 Oct 2022
|
AUM : 0 Cr
CAPITAL APPRECIATION - CONCENTRATED GROWTH PORTFOLIO
S and P CNX Nifty
Fund Returns
1M
0%
1Y
-52.84%
Benchmark Returns
1M
5.37%
1Y
1.93 0%
PMS
|
31 Oct 2022
|
AUM : 124 Cr
CAPITAL APPRECIATION - FOCUSED LEADERSHIP PORTFOLIO
S and P CNX Nifty
Fund Returns
1M
2.15%
1Y
-3.33%
Benchmark Returns
1M
5.37%
1Y
1.93
PMS
|
31 Oct 2022
|
AUM : 59 Cr
CAPITAL APPRECIATION - MOAT PORTFOLIO
S and P CNX Nifty
Fund Returns
1M
0.27%
1Y
-2.01%
Benchmark Returns
1M
5.37%
1Y
1.93
PMS
|
31 Oct 2022
|
AUM : 32 Cr
CAPITAL APPRECIATION - OPTIMISER PORTFOLIO
S and P CNX Nifty
Fund Returns
1M
9.45%
1Y
12.46%
Benchmark Returns
1M
5.37%
1Y
1.93
PMS
|
31 Oct 2022
|
AUM : 155 Cr
CAPITAL APPRECIATION - SELECT DIRECT - ASSET ALLOCATION PORTFOLIO
S and P CNX Nifty
Fund Returns
1M
1.46%
1Y
-1.47%
Benchmark Returns
1M
5.37%
1Y
1.93
PMS
|
31 Oct 2022
|
AUM : 62 Cr
CAPITAL APPRECIATION - SELECT DIRECT GROWTH PORTFOLIO
S and P CNX Nifty
Fund Returns
1M
3.59%
1Y
1.72%
Benchmark Returns
1M
5.37%
1Y
1.93
PMS
|
31 Oct 2022
|
AUM : 1 Cr
CAPITAL APPRECIATION - OPTIMISER MID AND SMALL CAP PORTFOLIO
Nifty MidSmallcap 400
Fund Returns
1M
3.54%
1Y
0%
Benchmark Returns
1M
1.85%
1Y
0
PMS
|
31 Oct 2022
|
AUM : 0 Cr
CAPITAL APPRECIATION - OPTIMISER SMALL CAP PORTFOLIO
Nifty Smallcap 100
Fund Returns
1M
4.59%
1Y
0%
Benchmark Returns
1M
2.59%
1Y
0
PMS
|
31 Oct 2022
|
AUM : 1 Cr
CAPITAL APPRECIATION - EQUITY PORTFOLIO - NDPMS
S and P CNX Nifty
Fund Returns
1M
1.6%
1Y
2.83%
Benchmark Returns
1M
5.37%
1Y
1.93

Contacts

contact icon Contact Person
Mr. Gaurav Mehta
7030945232
map icon Corporate Address
201, Kamdhenu,40/24, Bhonde Colony, Karve Road, Pune, Maharashtra - 411004
globe icon Web and Email
https://wealthmanagersindia.com/
gaurav.mehta@wealthmanagers.co.in
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