Wealth Managers PMS stands as a beacon of excellence in the financial landscape, offering discerning investors personalized and proficient investment solutions.

With a rich legacy of trust and expertise, Wealth Managers Portfolio Management provides a diverse range of services tailored to individual preferences and financial goals.

In this article, you will get a detailed review of its PMS performance, charges, strategies, support & more.

Total AUM Rs.580.44 Cr.
Avg. 1 Year Return 21.29%
Active Clients 206
No. of Strategies 1
Minimum Investment Rs.50 Lakh
Experience 9 Years

Wealth Managers PMS - Company Overview

Category

Portfolio Management

Organization Type

Private

Head Office

Pune, Maharastra

Founder

Mr. Bharat Phatak

Founded In (year)

1996

Wealth Managers Portfolio Management Service Performance or Returns

1 Year Return

21.29%

Nifty 50 - 1 Year Return

10.74%

3 Year Return

25.84%

Nifty 50 - 3 Year Return

20.15%

5 Year Return

10.47%

Nifty 50 - 5 Year Return

11.52%

Wealth Managers PMS Commission, Charges or Fees

Fixed Fees

2.00% of Fund Value

Variable AMC

1.25% of Fund Value

Variable Profit Sharing

20% (if above 10% profit)

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%


Best Strategies by Wealth Managers Portfolio Management Services

Check out various strategies or Investment approaches provided by Wealth Managers Portfolio Managers.

Strategy Name Focused Leadership Portfolio
Start Date 15-Jun-15
Category Multi Cap
Benchmark Nifty 50
AUM (Rs.) Rs.126.54 Cr.
No. of Stocks 17
1 Yr. Return 17.41%
3 Yr. Return 15.82%
5 Yr. Return 13.98%
Fund Manager Mr. Mayur Parkeria

Top Fund Managers of Wealth Managers PMS

#1

Mr. Mayur Parkeria

#2

NA

#3

NA

#4

NA

#5

NA

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Investment Facilities provided by Wealth Managers Portfolio Manager

Custom Strategy

Allowed

Strategy Switch

Allowed

Switch Charges

1.15% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

Free

Wealth Managers Portfolio Management Support

Call Support

Available

Email Support

Available

Chat Support

Not Available

Dedicated RM Support

Available

Fund Manager Intereraction

Not Available

Issue Resolving TAT

Max 5 Working days

Wealth Managers PMS Dashboard Link

Web Platform


Wealth Managers PMS Review or Ratings by Finec.in

Overall Rating

7.63 / 10

Portfolio Performance

7.78 / 10

Support

7.59 / 10

Facilities

7.82 / 10

Charges

7.52 / 10

Experience

7.44 / 10

Wealth Managers Portfolio Management Services - SEBI Details

SEBI Reg. No.

INP000001660

Contact Person

NA

Email ID

info@wealthmanagers.co.in

Telephone No.

020 6763 6100

Address

201, Kamdhenu,Bhonde Colony, Karve Road, Pune 411004

Starting Date

Apr 01, 2015

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Wealth Managers PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with Wealth Managers Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Customer ratings and reviews of Wealth Managers PMS

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