Redirecting to deep profile of Bharat Phatak at Wealth Managers (India) Pvt Ltd...
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Email: bha*****@wea******.com
Mobile: 74344*****
Estimated Net Worth: ₹0 – ₹500+ Cr (approx. $0 – $60M)
- Bharat Phatak founded Wealth Managers (India) Pvt Ltd in 2003, establishing a significant presence in the financial advisory sector in India.
- In addition to the role of founder, Bharat Phatak serves as the owner of Wealth Managers (India) Pvt Ltd, overseeing its strategic direction and operations.
- Prior to Wealth Managers (India) Pvt Ltd, Bharat Phatak held the position of Director at Sajag Securities Private Limited from 1994 until 2002, contributing to the growth and management of the firm.
- Before that, Bharat Phatak was a Partner at SPG Investments from 1991 to 1994, gaining essential experience in investment management and client relations.
- Wealth Managers (India) Pvt Ltd is recognized for its comprehensive financial planning and wealth management services tailored to individual and corporate clients.
- Bharat Phatak has faced challenges in navigating the evolving regulatory landscape of India's financial services, ensuring compliance while fostering business growth.
- The company has achieved milestones in client acquisition and retention, establishing a strong reputation in wealth management within local and regional markets.
- Innovation in investment strategies and client communication has been a key focus for Bharat Phatak, positioning Wealth Managers (India) Pvt Ltd as a leader in personalized financial services.
- Bharat Phatak has emphasized education and community involvement, promoting financial literacy through workshops and seminars, enhancing public understanding of wealth management.