Wealth Beats


What helped Bharat Phatak grow his business to serve as advisor to 700 families?
Meet Pune-based Bharat Phatak, Director & Promoter of Wealth Managers India, who built a successful MF advisory practice which today manages Rs. 2,800 crore and serves 700 families.
Posted on Aug 8, 2016
Being in touch with clients during tough times has helped Anita and Datta
Read the inspiring story of Anita and Datta Kanbargi who serve over 1,000 retail clients in Belgaum, Karnataka
by Banali Banerjee Aug 1, 2016
Meet Mukesh Dedhia who gave up C.A. to practice financial advisory
Mumbai based Mukesh D Dedhia of Ghalla Bhansali has built a SIP book of over Rs. 1.50 crore a month from 1,500 customers.
by Nishant Patnaik Jul 25, 2016


April 2016
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