Wealth First Portfolio Managers Limited (WEALTH.NS) NSE
Currency In INR
- General
- Statistics
- Historical Data
- Profile
- Financials
Wealth First Portfolio Managers Limited
Address
Capitol House
Ahmedabad, 380015
India
Phone
91 79 4024 0000
Sector
Financial Services
Industry
Financial - Capital Markets
Employees
73
First IPO Date
March 21, 2017
Key Executives
| Name | Title | Pay | Year Born |
| Dhiren Narendrakumar Parikh | Chief Financial Officer | 226,560 | N/A |
| Aayush Kamleshbhai Shah | Compliance Officer & Company Secretary | 1.39M | 1991 |
| Manish Dhirajlal Kansara | Chief Operations Officer | 2.17M | 1973 |
| Hena Ashish Shah | Whole-Time Director | 2.43M | 1965 |
| Ashish Navnitlal Shah | Founder, MD & Director | 6.11M | 1963 |
| Nirad Shah | Senior Vice President of Sales | 0 | 1978 |
| Rakesh Shah | Chief Investment Officer | 0 | 1971 |
| Swapneel Shah | Chief Manager of Operations | 0 | 1993 |
| Bhadresh Shah | Senior Vice President - Equity | 0 | 1970 |
Description
Established in 1990 and headquartered in Ahmedabad, India, Wealth First Portfolio Managers Limited is a prominent financial services provider in the country. The company delivers an extensive suite of investment management solutions, catering to diverse client needs. Its core offerings span portfolio management, mutual fund distribution, and services as a depository participant, alongside dematerialization (Demat) and share and stock brokerage. Clients can access a broad spectrum of financial instruments through Wealth First, including fixed deposits, treasury bonds, a variety of taxable and tax-exempt bonds, direct equity investments, government securities, mutual funds, specialized Portfolio Management Services (PMS), and both pension and insurance products. Furthermore, the firm provides crucial advisory support, encompassing investment strategy development, asset research and allocation, comprehensive tax and retirement planning, treasury management, and risk mitigation services.
