Company profile
Wealth Managers (India) Pvt Ltd
growth through prudence
- Industry
- Investment Management
- Employees
- 23
- Headquarters
- Pune, Maharashtra
- Founded
- 2003
- LinkedIn followers
- 1,981
- Office locations
- 1
Wealth Managers (India) Pvt Ltd company summary
Wealth Managers (India) Pvt Ltd is a company in the Investment Management industry, headquartered in Pune, Maharashtra, founded in 2003. On LinkedIn the company has around 23 employees and 1,981 followers. Its listed specialties include Investment Management, Mutual Fund Distribution, Portfolio Management Services, Investment Advisory.
What technology does Wealth Managers (India) Pvt Ltd use?
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About 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 3,000 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!
Specialties
Where is Wealth Managers (India) Pvt Ltd located?
Wealth Managers (India) Pvt Ltd lists 1 location.
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Frequently asked questions about Wealth Managers (India) Pvt Ltd
What does Wealth Managers (India) Pvt Ltd do?
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 3,000 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!
How many employees does Wealth Managers (India) Pvt Ltd have?
Wealth Managers (India) Pvt Ltd has around 23 employees on LinkedIn.
Where is Wealth Managers (India) Pvt Ltd headquartered?
Wealth Managers (India) Pvt Ltd is headquartered in Pune, Maharashtra.
When was Wealth Managers (India) Pvt Ltd founded?
Wealth Managers (India) Pvt Ltd was founded in 2003.
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