Company Background

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Invest for maximum total REAL return.

This means the return on invested dollars after taxes and after inflation.

This is the only rational objective for most long-term investors.

Any investment strategy that fails to recognize the insidious effect of taxes and inflation fails to recognize the true nature of the investment environment and thus is severely handicapped.

- Sir John Templeton


Who We Are?

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 stock brokers for over 10 years.

We at Wealth Managers are well equipped with a team of dedicated financial professionals.

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