Bank / Wealth / Trust

Updated:

Sherkar Wealth Management

Sherkar Wealth Management is a bank / wealth / trust based in Pune, founded 1990; the Altss profile covers its classification, headquarters, registration, AUM...

Sherkar Wealth Management logo

Sherkar Wealth Management

Sherkar Wealth Management is a wealth management firm based in Pune, India. It focuses on clients in Asia.

General information

Firm type

Bank / Wealth / Trust

Year founded

1990

AUM

Undisclosed

Location

Region

Asia

Country

India

City

Pune

Corporate office

Pune, Maharashtra, India

Sector focus

Wealth ManagementReal EstatePrivate Credit

Frequently asked questions

How does Sherkar Wealth Management structure its investment mandates?

Sherkar deploys capital through single-investor accounts and co-investment SPVs rather than pooled funds. Each mandate is bespoke, typically combining secured private credit to mid-market operating businesses and developers with direct yield-generating real estate exposure in western India. This structure keeps incentives fully aligned between the firm and each family it serves.

What is Sherkar Wealth Management's geographic focus?

The firm's origination and asset base is concentrated in western India, primarily Maharashtra and Gujarat. Its real estate book is anchored in Pune and the Mumbai extended metropolitan region, while private credit deals draw from proprietary networks in these states' mid-market industrial corridors.

Is Sherkar Wealth Management a multi-family office or a wealth manager?

Sherkar is best understood as a discretionary asset manager and private trust company serving a concentrated set of business families. It does not operate as a multi-family office with broad ancillary services; instead, it structures and manages a focused book of direct credit and real estate investments for each client relationship.

Does Sherkar Wealth Management accept outside capital or co-investors?

Sherkar does not operate pooled funds or publicly seek external limited partners. Its model is built on long-duration, single-family relationships with bespoke mandates. Co-investment activity, when it occurs, is confined to existing client families participating in specific deal-level SPVs — there is no open platform for third-party capital.

What asset classes does Sherkar Wealth Management deploy into?

The firm's primary deployment channels are secured private credit to operating businesses and developers, and direct commercial and residential real estate. Opportunistic allocations to private equity co-investments or distressed assets may supplement the core book, but Sherkar does not run liquid public-market strategies or fund-of-fund programs.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on asset managers?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

More Pune Bank / Wealth / Trust profiles