Fund Manager, PMS
Part of team since June 2001 Working with Wealth Managers since December 2003 Articles with Kirtane & Pandit Chartered Accountants, Pune, M.Com (Pune University) Associate Chartered Accountant CFPCM (Certified Financial Planner)
Wealth Managers (India) Pvt Ltd – Portfolio Management Services (PMS)
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.
AUM (₹ Cr)
929.37
Clients
363
Strategies
1
As On
31 December 2025
Investment Strategies & Performance
Portfolio Management Services (PMS)
| Strategy | Category | 1Y | 3Y | 5Y | Inception |
|---|---|---|---|---|---|
| Focused Leadership Portfolio | Multi Cap & Flexi Cap | 13.05% | 12.69% | 14.60% | Jun 2015 |
Past performance is not indicative of future results. Returns are subject to market risks.
Portfolio Managers & Fund Management Team
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Regulatory Information
SEBI Registration: INP000001660
Registered Office: 201, Kamdhenu,40/24, Bhonde Colony, Karve Road,Pune,Maharashtra,India-411004
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Last Updated: December 2025 · Published by Affluense AI (affluense.ai)