About Wealth Managers
Wealth Managers is a company based in Pune (India) founded in 2003 by Ajit Keshav Khasnis and Bharat Balkrishna Phatak was acquired by Scripbox in August 2022. The company has 14 employees as of April 08, 2024. Wealth Managers offers products and services including Portfolio Management Service, Mutual Fund Distribution, and Investment Advisory. Wealth Managers operates in a competitive market with competitors including Fidelity Investments, UTI Mutual Fund, S&P Global, Bank of America and FIS, among others.
- Headquarter Pune, India
- Employees 14 as on 08 Apr, 2024
- Founders Ajit Keshav Khasnis, Bharat Balkrishna Phatak
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Sectors
Financial Services
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- Legal Name Wealth Managers (India) Private Limited
- Date of Incorporation 06 Jan, 2003
- Jurisdiction Pune, Maharashtra, India
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Products & Services of Wealth Managers
Wealth Managers offers a comprehensive portfolio of products and services, including Portfolio Management Service, Mutual Fund Distribution, and Investment Advisory.
Advanced investment management for high-net-worth individuals.
Asset allocation via mutual funds, bonds, and other avenues.
Comprehensive services for family offices and investment planning.
Funding Insights of Wealth Managers
Investors in Wealth Managers
Investments & Acquisitions by Wealth Managers
Financial Statements - Wealth Managers
Wealth Managers Comparisons
Competitors of Wealth Managers
Wealth Managers operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, UTI Mutual Fund, S&P Global, Bank of America and FIS, among others.
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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| domain | founded_year | HQ Location |
Mutual funds, portfolio management, and retirement planning services are offered.
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| domain | founded_year | HQ Location |
Platform offering business intelligence solutions that combine data and actionable analytics for clients
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| domain | founded_year | HQ Location |
Commercial banking and asset management services are offered worldwide.
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| domain | founded_year | HQ Location |
Software suites for banks and financial institutions are provided.
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| domain | founded_year | HQ Location |
Financial services are provided to asset managers worldwide.
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Frequently Asked Questions about Wealth Managers
Wealth Managers was founded in 2003.
Wealth Managers is headquartered in Pune, India. It is registered at Pune, Maharashtra, India.
As of Apr 08, 2024, the latest employee count at Wealth Managers is 14.
Annual revenue of Wealth Managers is $3.98M as on Mar 31, 2023.
Wealth Managers, led by Ajit Keshav Khasnis as Co-Founder, Bharat Balkrishna Phatak as Co-Founder, specializes in offering financial products and advice, managing assets, and diversified. Provide financial services. The team drives innovation, quality service, and sustainable practices to achieve excellence and client satisfaction.
Wealth Managers's top competitors include Fidelity Investments, UTI Mutual Fund and Goldman Sachs.
Wealth Managers offers Portfolio Management Service, Mutual Fund Distribution, and Investment Advisory.
Wealth Managers has 1 investor. Key investors include Scripbox.