Wealth Managers India Pvt Ltd
Company Profile: ‘tangible progress and growth in our clients’ wealth through long term, conservative and responsible non-speculative investments to give financial security and peace of mind.’ Wealth Managers is a leading Wealth Management firm based in Pune and catering customized wealth management solutions to High Net-worth Individuals, Corporate, Promoters of the Organizations, NRIs and Private Trusts in Pune and Mumbai. We help you identify the best investment options based on your risk profile. Wealth Managers is a leading investment firm focusing on ‘Client’s Interest First’. The various advantages that will benefit our esteemed clients are: Broad-based Professional organisation Research & Analysis based recommendations Portfolio review & course correction Consistent performance Efficient back office operations We, at Wealth Managers are proud to have set exemplary service standards in place. The role is spear headed by a relationship manager, and assisted by support personnel. We have a full fledged research team in place, who analyze the various aspects of the different investment avenues on a continuous basis and help clients to have clear-cut appraisals of available investment opportunities. We have four areas of business: Portfolio Management Mutual Fund Distribution Specialty Products Investment Advisory Today we manage assets in the excess of INR Crs in Pune and Mumbai. Wealth Managers has been built on the tradition of Integrity and core focus on Client's Interest First ideology. Our first responsibility is to steer your investment through uncertain times, and Making a Difference by Wealth Creation and Wealth Preservation. An active alert trusted friend for your financial matters, who is always on your side of the table!
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Verified contacts
26
available on Kipplo
LinkedIn employees
24
11 to 50 range
Open roles
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no listings
Distinct roles
20
indexed titles
Tech stack
1
tools in use
Monthly traffic
19
organic / mo
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Decision-makers and verified team members
26 contacts with verified email or phone · masked until revealed.
- VM
Vaishnavi More
Associate Relationship Manager · Finance & Accounting
EmailPhone - AD
Amruta Deherkar
Equity Research Analyst · Finance & Accounting
EmailPhone - SB
Sachin Bagade
System Administrator · Information Technology
EmailPhone - SG
Smita Gokhale
Bo · Finance & Accounting
EmailPhone - MB
Mandar Bagul
Wealth Managers (India) Pvt Ltd · Other
EmailPhone - SJ
Shardul Joshi
Portfolio Manager · Finance & Accounting
EmailPhone
Showing 6 of 26 verified contacts
Top roles at Wealth Managers India Pvt Ltd
20 distinct titles indexed · top 10 shown.
- 4wealth managers (india) pvt ltd
- 2sales support
- 1administration assistant
- 1assisstent investment counselor
- 1assistant manager
- 1associate relationship manager
- 1backoffice
- 1bo
- 1equity research analyst
- 1equity research associate
- +10more titles
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