Investment Advisory

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Our Knowledgeable Advisory Services

Wealth Managers is a SEBI registered Investment Advisor.

The investment advisory practice is headed by well qualified professional holding the C.A., C.F.P. qualification and also holding the CFA (USA) charter. All client facing employees are required to be CFP certificants.

The Investment Advisory division caters to the special needs of:

  • Family Offices
  • Ultra-high Net Worth Individuals

For Long-term, responsible and enterprising investing, a rational framework a based on fundamental analysis draws support from Quantitative, Technical, Global and Domestic Macro Analysis.

The journey from theory to practice benefits from our study of behavioral finance. The experience of dealing with company promoters, businessmen and elite professional helps us in actively navigating portfolios with judgement and discretion.

    • Name – Wealth Managers (India) Private Limited

      Registration – Non Individual

      Registration validity – Perpetual

      Contact details of the Principal Officer- Mandar Bagul,
      Email ID – mandar@wealthmanagers.co.in, 98230 66947

      Corresponding SEBI regional/local office address – SEBI Bhavan BKC

      Address : Plot No.C4-A, ‘G’ Block, andra-Kurla Complex, Bandra (East),
      Mumbai – 400051, Maharashtra

      Tel : +91-22-26449000 / 40459000

      Fax : +91-22-26449019-22 / 40459019-22

      E-mail : sebi@sebi.gov.in

      Tel : +91-22-26449950 / 40459950

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