The financial markets tend to reward discipline much more consistently than instinct. Most investors chase the market. Mayur Parkeria reads it. In a world of shifting investment themes with each quarter, the people who survive and succeed do so because they base their actions on sound reasoning and processes, and a singular commitment to delivering for their clients. He, as a Fund Manager at Wealth Managers (India) Pvt. Ltd., is one of the few individuals with such qualities. Having worked for almost two decades in the financial industry, he has distinguished himself through his expertise as a Chartered Accountant.
Building the Foundation
Mayur’s intellectual formation began in Delhi, where he attended Delhi Public School before relocating to Pune. He pursued his Bachelor of Commerce at the Brihan Maharashtra College of Commerce (BMCC), specialising in Costing and Statistics, a combination that sharpens his appetite for quantitative reasoning. He follows that with a Master of Commerce (M.Com) from Savitribai Phule Pune University, deepening his command over financial theory and business economics.
Determined to convert academic knowledge into professional authority, he pursues two of the most demanding credentials available to a finance practitioner in India. He cleared the Associate Chartered Accountant (ACA) examinations of the Institute of Chartered Accountants of India (ICAI), a qualification synonymous with analytical discipline and financial rigour. He later supplements this with a Certified Financial Planner (CFP) designation from the Financial Planning Standards Board, earned between 2009 and 2010, further broadening his grasp of holistic wealth management principles. Together, these qualifications form the intellectual bedrock on which his investment career stands.
From Articles to the Frontlines of Finance
Mayur’s professional journey begins at Kirtane & Pandit Chartered Accountants, one of the largest and oldest CA firms in Pune, where he completes his articleship between 1996 and 1999. Three years inside a high-volume practice give him direct exposure to financial reporting, statutory auditing, and corporate compliance. It is the kind of grounding that instils not just technical proficiency but a systematic approach to evaluating financial health skills that translate directly into investment management.
In August 2001, he stepped into a leadership role early in his career, joining Sajag Securities Pvt. Ltd. as Head of Corporate Finance. The one-and-a-half-year stint offers his first direct engagement with the securities market, managing corporate financial structures and navigating the demands of a fast-moving equity environment. By December 2003, he transitioned to Wealth Managers (India) Pvt. Ltd., initially as Head of Equity Research, a role he has held for over eleven years. In this capacity, he develops a deep and systematic understanding of Indian equities, evaluating businesses across market cycles with rigour and restraint.
The Wealth Managers Chapter
Wealth Managers (India) Pvt. Ltd. is a Pune-based wealth management firm managing assets more than INR 3,000 crores for High Net-worth Individuals, corporate clients, NRIs, and Private Trusts across Pune and Mumbai. Founded by Bharat Phatak and Ajit Khasnis both Chartered Accountants and acknowledged investment professionals the firm is built on a philosophy of conservative, long-term, and non-speculative wealth creation. Its stated mission: to deliver tangible progress and growth in clients’ wealth while providing financial security and peace of mind.
Mayur rises through the firm’s hierarchy with consistent purpose. He served as Head of PMS and Associate Fund Manager from May 2015, advancing to Head of PMS and Fund Manager by November 2015, a position he has held for a decade. Today, as Fund Manager, he sits at the core of the firm’s investment decision-making, overseeing portfolio construction, refining strategy, and guiding capital across market conditions. “I make sure fundamental analysis drives strategy, supplemented by technical, quantitative, and behavioural inputs,” he explains, a statement that captures his integrated approach to navigating Indian markets.
A Philosophy Rooted in Prudence
At the heart of Mayur’s practice lies a clearly articulated investment philosophy that he shares with the firm and enacts through every portfolio decision. Wealth Managers prioritizes asset allocation as the primary determinant of long-term investment performance, holding that it accounts for over ninety percent of outcomes. Global macroeconomic trends and international asset class dynamics take precedence over local short-term signals, making the firm’s framework both globally aware and locally grounded.
Speculation finds no place in this framework. In its place, Mayur applies a disciplined emphasis on diversification, a balance between growth and capital preservation, and a commitment to ethics-driven investing. He aims to generate returns that address both short-term liquidity objectives and long-term wealth goals simultaneously, a dual mandate that demands equal parts expertise and judgment. “My methodology is calm, scientific, and does not focus on the noise of the market,” he states, and his track record bears that out.
Three Distinct Portfolio Strategies
A central vehicle for Mayur’s work is Wealth Managers’ Portfolio Management Services (PMS), a SEBI-regulated product with a minimum investment threshold of Rs. 50 lakhs, designed for investors who seek direct equity ownership under professional management. The PMS operates across three distinct strategies, each addressing a different investor profile and risk appetite.
The flagship Focused Leadership Portfolio targets a concentrated selection of current and emerging market leaders with demonstrated track records of value creation. The Optimiser Strategy applies a momentum-factor-based, rule-driven approach, offering style diversification to investors seeking systematic equity exposure. The third offering, Select Direct Portfolio, curates direct mutual fund plans through a fundamentals-driven process refined across multiple market cycles, with fees tied to measurable advisor alpha. Together, the three strategies offer flexible, structured pathways to wealth creation, delivered as either discretionary or non-discretionary portfolios with fee arrangements tailored to each investor’s needs.
Recognised Beyond the Portfolio
Mayur’s expertise extends beyond fund management into the broader discourse on financial innovation. In August 2023, Symbiosis School of Banking and Finance, Pune, invites him to participate as a panellist at its Annual BFSI Symposium. Representing Wealth Managers, he joins a panel discussion on harnessing the power of artificial intelligence for the sustainable growth of the mutual fund industry, a topic at the intersection of technology, regulation, and investment practice. His selection as a speaker underscores the industry’s recognition of his standing as a credible thought leader in India’s Banking, Financial Services, and Insurance sector.
A Career Built on Conviction
From a CA articleship at one of Pune’s most established accounting firms to a senior fund management role at one of India’s trusted wealth management firms in 2026, Mayur Parkeria’s career traces a deliberate, disciplined arc. He pursues qualifications that add substance, accepts roles that expand his capabilities, and builds expertise in a domain where knowledge, patience, and process matter above all else.
At Wealth Managers (India) Pvt. Ltd., he continues to operate at the intersection of rigorous analysis and a client-first philosophy, managing portfolios, refining strategies, and embodying a firm that has made responsible wealth creation its defining mission. “In a financial world often driven by noise and short-term impulses, I try to represent a steadier, more considered approach, one that my clients and peers have come to rely on,” he says. In those words, lies both the measure of his career and the promise of what lies ahead.