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

Investment Management

Wealth First

Wealth First's headquarters in Mumbai, India

Wealth First

Org chart

Teams

Offices

Similar companies