Wealth First, promoted in 2000, is an independent Investment Advisory Firm focused on “Treasury and Wealth Solutions”. We advise/manage assets in excess of Rs.8,000 Crores across corporates, family offices, Provident Funds, Trusts & HNIs
We are a team of 25 client-focused investment professionals with relevant experience of 300+ years. Our core team has been unchanged since our inception:
-10 Professionals with 25+ years experience each in Capital Markets
-Team strength of over 70
Recognition:
- Winner of the prestigious CNBC – TV 18 award for India’s Best Investment Advisor in the IFA segment
- Wealth First is a SEBI registered Investment Advisor and considers Ethics and Compliance to be the cornerstones of its investments services business
MANAGEMENT TEAM:
Premal Mehta
Founder
Experience – 30 years; MBA, NMIMS
Ex-Head, Fixed Income-Sales, Merrill Lynch
Ashish Shah
Founder
Experience – 30 years; B. Tech
Gujarat’s Leading Investment Advisor
Ramana Gupta
Founder
Experience – 35 years; FRM, BSc.
Ex – Treasurer, Reliance Industries Ltd.
Rakesh Mehta
Partner
Experience – 30 years, MBA, JBIMS
Experience across Products
Nimesh Kenia
Partner
Experience – 20 years; CA, MBA, IIMB
Ex-Merrill Lynch
D. Sampat Kumar
Partner
Experience – 35 years; BE
Ex- VP (Treasury) IndusInd Bank
CONTACT:
Hyderabad 040 - 3516 6114
Mumbai 022 - 3028 7272
Ahmedabad 079 - 4020 0000
Company Details
- Employees
- 35
- Founded
- -
- Address
- 204, Regent Chambers, Nariman Point, Mumbai,maharashtra 400021,india
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- wealthfirst.co.in
- Keywords
- Wealth Management, Financial Planning, Financial Advisory, Distribution, Estate Planning, Corporate Advisory Services, Client Centric.
- HQ
- Mumbai, Maharashtra
- Competitors
- Wealth Redefine, Emkay Wealth Management, Motilal Oswal Financial Services Ltd, Equirus, Indian Wealth Management, Wealth First Portfolio Managers Limited, Plutus Wealth Management LLP, Wealth First Advisors Pvt. Ltd., Wealth First Portfolio Managers Ltd, Wealth Munshi - Expert Financial Planning for HNIs and NRIs.
Wealth First Questions
Wealth First's website is wealthfirst.co.in
Wealth First's LinkedIn profile is https://in.linkedin.com/company/wealthfirst
Wealth First has
35 employees.
View email and phone details for 35
employees at Wealth First.
Wealth First's industry is
Financial Services
Wealth First's top competitors are
Wealth Redefine,
Emkay Wealth Management,
Motilal Oswal Financial Services Ltd,
Equirus,
Indian Wealth Management,
Wealth First Portfolio Managers Limited,
Plutus Wealth Management Llp,
Wealth First Advisors Pvt. Ltd.,
Wealth First Portfolio Managers Ltd,
Wealth Munshi - Expert Financial Planning For Hnis And Nris.
Wealth First's categories are Financial Services
Wealth First's founding year is 2000
