About Wealth Managers
Wealth Managers is a Financial Services company based in Pune (India) founded in 2003 by Ajit Keshav Khasnis and Bharat Balkrishna Phatak, and was acquired by Scripbox in August 2022. It operates as a provide financial services. The company has 14 employees. Its Indian entity Wealth Managers (India) Private Limited reported revenue of ₹10.51 Cr. Wealth Managers offers products and services including Portfolio Management Service, Mutual Fund Distribution, and Investment Advisory. Its focus areas include Asset Management and Diversified. Its competitors include Fidelity Investments, UTI Mutual Fund, S&P Global, Bank of America and FIS and 5 more; 4 of its 10 listed competitors have raised funding.
Company details
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.
- Headquarters Pune, India
- Employees 14
- Founders Ajit Keshav Khasnis, Bharat Balkrishna Phatak
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website wealthmanagersindia.com
- Social LinkedIn Facebook YouTube
- Acquired by Scripbox (Aug 2022)
- Legal Name Wealth Managers (India) Private Limited
- Date of Incorporation 06 Jan, 2003
- Jurisdiction Pune, Maharashtra, India
Associated legal entities of Wealth Managers
Wealth Managers is associated with 2 registered companies on The Company Check; the primary company is Wealth Managers (India) Private Limited. Each company page carries the filings, financials, charges and directors of that entity.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2025) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Wealth Managers (India) Private Limited CIN U67190KA2003PTC191180 | Active | 06 Jan 2003 | Bangalore, Karnataka | ₹10.5 Cr | 14 | 4 | View details |
| Wealth Managers (India) Private Limited CIN U67190PN2003PTC017558 | – | 06 Jan 2003 | Pune, Maharashtra, India | – | – | – | View details |
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.
Apps and channels of Wealth Managers
its YouTube channel Wealth Managers (India) Private Limited has 385 subscribers and 12 videos.
Videos from Wealth Managers
The most watched videos on Wealth Managers's YouTube channel, Wealth Managers (India) Private Limited (385 subscribers). Click a video to play it here.
Investors in Wealth Managers
Wealth Managers has secured backing from 1 investor. Prominent investors backing the company include Scripbox.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Platform offering mutual fund investments, financial planning, and wealth growth services | 2012 | scripbox.com | Bengaluru, India |
Investor details for Wealth Managers
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Board of directors of Wealth Managers (India) Private Limited (Wealth Managers)
Wealth Managers (India) Private Limited is the primary company behind Wealth Managers. The board of Wealth Managers (India) Private Limited currently have 4 directors; the longest-serving is Bharat Balkrishna Phatak, appointed in 2003. 5 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Bharat Balkrishna Phatak DIN 00272152 | Director | 06 Jan 2003 | 23 yrs 9 mo | Wealth Managers (India) Private Limited |
| Mandar Vishwas Bagul DIN 08896895 | Director | 28 Sep 2020 | 6 yrs | Wealth Managers (India) Private Limited |
| Atul Vimal Shinghal DIN 02298681 | Nominee Director | 13 Feb 2023 | 3 yrs 8 mo | Wealth Managers (India) Private Limited |
| Ajit Keshav Khasnis DIN 00272206 | Director | 20 Aug 2025 | 1 yr 1 mo | Wealth Managers (India) Private Limited |
People of Wealth Managers
2 people are tracked at Wealth Managers (2 in leadership); the tracked headcount is 14.
| Name | Role | Group |
|---|---|---|
| Co-Founder | Leadership | |
| Co-Founder | Leadership |
Complete people profiles for Wealth Managers
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Financials of Wealth Managers
Figures of Wealth Managers (India) Private Limited, the primary company behind Wealth Managers, for FY 2025. Revenue was ₹10.51 Cr (+38% year on year). Net profit was ₹3.80 Cr (36% margin). EBITDA was ₹4.90 Cr (47% margin). Revenue has grown at a compounded annual rate of -29% over three years and -10% over five years.
- ₹10.51 CrRevenue · FY 2025 · +38% YoY
- ₹3.80 CrNet profit · 36% margin
- ₹4.90 CrEBITDA · 47% margin
- ₹10.6 LakhPaid-up capital
- 14Employees (provident fund records)
- -29%Revenue CAGR, 3 years
- -10%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Wealth Managers (India) Private Limited are on its company page.
Detailed financial statements for Wealth Managers
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Timeline of Wealth Managers
2 dated milestones of Wealth Managers across 19 years, from founding to its latest funding, stage changes and deals.
- Founded Wealth Managers is founded.
- Exit Acquired by Scripbox.
Competitors of Wealth Managers
Wealth Managers has 10 listed competitors in our database, 4 of them funded. They include Fidelity Investments, UTI Mutual Fund, S&P Global, Bank of America and FIS, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| utimf.com | 2001 | Mumbai, India | $142.4M | 1,468 | Mutual funds, portfolio management, and retirement planning services are offered. | |
| spglobal.com | 1917 | New York, United States | $8M | 5,000 | Platform offering business intelligence solutions that combine data and actionable analytics for clients | |
| bankofamerica.com | 1904 | Charlotte, United States | – | 208,000 | Commercial banking and asset management services are offered worldwide. | |
| fisglobal.com | 1968 | Jacksonville, United States | – | 22,604 | Software suites for banks and financial institutions are provided. | |
| statestreet.com | 1792 | Boston, United States | – | 46,000 | Financial services are provided to asset managers worldwide. | |
| 360.one | 2008 | Mumbai, India | – | 65 | Asset and wealth management software is provided for businesses. | |
| avendus.com | 1999 | Mumbai, India | $178.11M | 215 | Corporate advisory and investment services are provided to clients. | |
| sundaramfinance.in | 1954 | Chennai, India | – | 8,285 | Provider of consumer & SME loans and equipment & vehicle leasing services | |
| goldmansachs.com | 1869 | New York, United States | – | 333 | Investment banking services are delivered across multiple financial sectors. |
Detailed competitors of Wealth Managers
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Web traffic of Wealth Managers
Websites that share an audience with Wealth Managers (wealthmanagersindia.com).
Websites whose visitors overlap most with Wealth Managers. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
thegainers.in | thegainers.in | 100% | – | #8,792,464 | – |
| wealthredefine.in | 95% | – | #3,047,279 | View details | |
| centrumwealth.co.in | 87% | 3.5K | #5,117,113 | View details | |
| moatwealth.com | 86% | 2.4K | #6,764,107 | View details | |
| sanctumwealth.com | 75% | 4.7K | #4,100,119 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 7 similar websites and full traffic analytics for Wealth Managers
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Top companies in Asset Management
10 companies that operate in the same segment as Wealth Managers (Asset Management), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Digital entertainment, e-commerce, and financial services are provided globally. | 2006 | Singapore, Singapore, Singapore | USD 721.47 M | USD 22.94 B | 3,733 | |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | – | – | |
Provides mutual funds management and financial advisory services. | 1987 | Mumbai, Maharashtra, India | – | – | – | |
Global banking, investment, and wealth management services are offered worldwide. | 1974 | London, England, United Kingdom | – | USD 6.37 B | 7,550 | |
Insurance, banking, and wealth management services are provided worldwide. | 1816 | Paris, France | – | USD 128.35 B | 100,040 | |
Diversified investment management services are offered across multiple asset classes. | 2001 | Rio De Janeiro, Rio De Janeiro, Brazil | USD 273 M | – | – | |
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | – | USD 126.21 B | 46,500 | |
Universal banking and financial advisory services are provided globally. | 1865 | London, England, United Kingdom | – | USD 141.4 B | 211,000 | |
Insurance and asset management services are offered in multiple regions. | 1696 | London, England, United Kingdom | – | USD 78.79 B | 29,090 |
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Related news about Wealth Managers
Complete news archive for Wealth Managers
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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.
Wealth Managers has 14 employees.
The primary company behind Wealth Managers, Wealth Managers (India) Private Limited, reported revenue of ₹10.51 Cr for FY 2025, up 38% year on year.
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.
Wealth Managers operates through Wealth Managers (India) Private Limited.
Yes. Wealth Managers was acquired by Scripbox in August 2022.
The legal entities of Wealth Managers currently have 4 directors, including Atul Vimal Shinghal, Mandar Vishwas Bagul, Ajit Keshav Khasnis and others.