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As an Investor I am looking for...
✔ Being in Control
✔ Liquidity
✔ Return & Risk
✔ Tax Efficiency

Welcome to Wealth Managers (Scripbox Group Company)

Portfolio Management

Growth Through Prudence

Wealth Managers was founded by Mr. Bharat Phatak and Mr. Ajit Khasnis, both Chartered Accountants by training, acknowledged as leading and respected investment professionals in Pune. Both of them have extensive experience and in-depth knowledge of Indian securities markets. They have individually worked as stockbrokers for over 10 years. We at Wealth Managers are well equipped with a team of dedicated financial professionals.

Portfolio Management

Portfolio Management Service or PMS is one of the most advanced forms of Investments available for HNI or Ultra HNI investors at Wealth Managers.

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Puzzle Faced By Investors

  • Is this the “Right Time” to invest?

  • How is my portfolio doing?

  • How can I get a consolidated view of all my investments?

  • Am I following Prudent Asset Allocation?

  • Have I Saved Enough?

  • Is my family Aware about my investments?

  • Is the nomination and will in place for all my investments ?

  • What is the cost that I am incurring?

Any queries related to investment and financial planning?