Our mission is to steward long-term capital with discipline, clarity, and alignment.

Our mission is to steward long-term capital with discipline, clarity, and alignment.

Our mission is to steward long-term capital with discipline, clarity, and alignment.

Our mission is to steward long-term capital with discipline, clarity, and alignment.

Our mission is to steward long-term capital with discipline, clarity, and alignment.

Wealth Managers (India) Private Limited is a SEBI-registered Portfolio Manager and part of the Scripbox Group.

Group portrait of the Wealth Managers founders in an office setting.

Our Core Principles,

Client First

Client First

Client First

Discipline

Discipline

Discipline

Long-Term Stewardship

Long-Term Stewardship

Long-Term Stewardship

Our Commitment

Our Commitment

Our Commitment

We work with investors who value thoughtful capital allocation over short-term market noise.

Our role is to manage portfolios with clarity, responsibility, and a long-term perspective. We focus on building enduring investment relationships grounded in trust, transparency, and consistency.

Investment Philosophy

Investment Philosophy

Our strategies are built on clearly defined investment frameworks applied across differentiated mandates.

Structured Investment Universe

Portfolios operate within defined equity universes, typically derived from large and mid-cap segments with adequate liquidity and governance standards.

Research-Driven Security Selection

Investment decisions combine quantitative screening, fundamental research, and factor-based evaluation depending on the strategy mandate.

Portfolio Construction Discipline

Position sizing, diversification parameters, and allocation rules are embedded within each strategy to manage concentration and risk exposure.

Market Cycle Awareness

Portfolio positioning considers valuation regimes, earnings visibility, and market structure across large, mid, and small-cap segments.

Long-Term Compounding Orientation

Investment outcomes are evaluated over multi-year horizons, reflecting the time required for business performance and market cycles to play out.

Leadership

Leadership

A team combining investment experience, financial domain expertise, and regulatory stewardship.

Portrait of Atul Shinghal, Director at Wealth Managers.

Atul Shinghal

Director

Digital banking pioneer since 2006 with experience building technology-led financial platforms focused on transparent wealth management.

Portrait of Sanjiv Singhal, Director at Wealth Managers.

Sanjiv Singhal

Director

Fintech and product leader with over two decades of experience building investment and digital financial solutions.

Portrait of Bharat Phatak, Director at Wealth Managers.

Bharat Phatak

Director

Financial services veteran with more than 40 years of experience in investment advisory and wealth management.

Portrait of Ajit Khasnis, Director at Wealth Managers.

Ajit Khasnis

Director

Chartered Accountant with over 35 years of experience across finance, taxation, and portfolio management.

Portrait of Ashok Kumar E. R., Director at Wealth Managers.

Ashok Kumar E. R.

Director

CXO with 25+ years in tech, fintech & philanthropy. Financial freedom advocate and endurance athlete.

Portrait of Atul Shinghal, Director at Wealth Managers.

Atul Shinghal

Director

Digital banking pioneer since 2006 with experience building technology-led financial platforms focused on transparent wealth management.

Portrait of Sanjiv Singhal, Director at Wealth Managers.

Sanjiv Singhal

Director

Fintech and product leader with over two decades of experience building investment and digital financial solutions.

Portrait of Bharat Phatak, Director at Wealth Managers.

Bharat Phatak

Director

Financial services veteran with more than 40 years of experience in investment advisory and wealth management.

Portrait of Ajit Khasnis, Director at Wealth Managers.

Ajit Khasnis

Director

Chartered Accountant with over 35 years of experience across finance, taxation, and portfolio management.

Portrait of Ashok Kumar E. R., Director at Wealth Managers.

Ashok Kumar E. R.

Director

CXO with 25+ years in tech, fintech & philanthropy. Financial freedom advocate and endurance athlete.

Portrait of Atul Shinghal, Director at Wealth Managers.

Atul Shinghal

Director

Digital banking pioneer since 2006 with experience building technology-led financial platforms focused on transparent wealth management.

Portrait of Sanjiv Singhal, Director at Wealth Managers.

Sanjiv Singhal

Director

Fintech and product leader with over two decades of experience building investment and digital financial solutions.

Portrait of Bharat Phatak, Director at Wealth Managers.

Bharat Phatak

Director

Financial services veteran with more than 40 years of experience in investment advisory and wealth management.

Portrait of Ajit Khasnis, Director at Wealth Managers.

Ajit Khasnis

Director

Chartered Accountant with over 35 years of experience across finance, taxation, and portfolio management.

Portrait of Ashok Kumar E. R., Director at Wealth Managers.

Ashok Kumar E. R.

Director

CXO with 25+ years in tech, fintech & philanthropy. Financial freedom advocate and endurance athlete.

900Cr

+

AUM of PMS Strategies

23 Years

+

As Wealth Managers