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Capital Appreciation - Optimiser Portfolio
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Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
Disclaimer
Past performance is not indicative of future returns. All returns are TWRR based. Investments in securities markets are subject to market risks. Read all the related documents carefully before investing.
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
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Read Wealth Managers India’s story and investment philosophy on the firm page.
View Wealth Managers India
Mayur Parkeria
FMEquity Fund Manager
M.Com (Pune University), Associate Chartered Accountant, CFP (Certified Financial Planner). Part of the team since June 2001 and working with Wealth Managers since December 2003. Completed Articleship with Kirtane & Pandit Chartered Accountants, Pune.
Bharat Phatak
Founder & Director
B.Com (Pune University), LLB, Fellow Chartered Accountant, CFP (Certified Financial Planner). Accounting & Taxation practice from June 1982 to December 1991; Investments Advisory & Financial Consultancy from December 1991. Co-founder and acknowledged as a leading and respected investment professional in Pune with extensive experience and in-depth knowledge of Indian securities markets, having individually worked as a stockbroker for over 10 years.
Ajit Khasnis
Founder & Director
Fellow Chartered Accountant (The Institute of Chartered Accountants of India). Co-founder of Wealth Managers (India) Pvt Ltd and acknowledged as a leading and respected investment professional in Pune with extensive experience and in-depth knowledge of Indian securities markets, having individually worked as a stockbroker for over 10 years.
Mandar Bagul
Director & Senior Vice President - Advisory
M.Com (Pune University), ACA (Associate Chartered Accountant), CFA, CFP (Certified Financial Planner). Associated with Wealth Managers since December 2003. Completed Articleship with A.H. Joshi & Co, Pune. Heads the Investment Advisory practice focused on serving Family Offices and Ultra HNI clients with customised, research-based, non-conflicting investment advice.
Vedkumar Zirange
Associate Vice President & Compliance Officer
Registration No
INP000001660
Fund Manager
Mr.Mandar Vishwas Bagul
Compliance Officer
Mr.Vedkumar Krishnarao Zirange
Principal Officer
Mr.Mandar Vishwas Bagul
Inflow
₹1.50 Cr
Outflow
₹0.00 Cr
Net
₹1.50 Cr
Not reported — complaint data for this strategy isn't available yet.
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Last updated: 1 May 2026
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