Wealth Managers

Founded in 2003, Wealth Managers operates in Fintech offering customised wealth management solutions aimed at tangible progress and growth in clients wealth th

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What Wealth Managers does

Founded in 2003, Wealth Managers operates in Fintech offering customised wealth management solutions aimed at tangible progress and growth in clients wealth through long-term, conservative investments. Based in Pune, the company serves high net-worth individuals, corporates, promoters of organisations, NRIs, and private trusts primarily in Pune and Mumbai. Wealth Managers prioritises clients interests, providing a range of services including portfolio management, mutual fund distribution, specialty products, and investment advisory. The firm emphasizes integrity and aims to create and preserve wealth for its clients, supported by a dedicated research team and relationship managers. Wealth Managers currently manages assets exceeding INR 3,000 crores.

No open roles recorded right now.

That does not mean they are not hiring — plenty of roles never reach a job board. The careers page below is the earliest place a new opening appears.

Who runs it

Mr. Bharat Phatak
Mr. Ajit Khasnis

Check the company’s own careers page — linked at the top — before a job board. A role appears there first, sometimes weeks before it is syndicated anywhere else.

Questions and experiences

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Company facts compiled from public sources and last refreshed 9 September 2026. Details change; treat the company’s own site as the authority.

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