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
-
Industry
-
Financial Services
-
Company size
-
51-200 employees
-
Headquarters
-
Mumbai, Maharashtra
-
Type
-
Partnership
-
Founded
-
2000
-
Specialties
-
Wealth Management, Financial Planning, Financial Advisory, Distribution, Estate Planning, Corporate Advisory Services, and Client Centric
