Wealth First

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