Wealth First Portfolio Managers Company Description
Wealth First Portfolio Managers Limited provides share and stock broking services in India.
It engages in the distribution of mutual funds; trades in government securities; and offers demat, portfolio management, and depository participant services.
The company’s products include fixed deposits, treasury and direct bonds, taxable and tax-free bonds, direct equities, PMS, unlisted securities, AIFs, and insurance and pension products.
In addition, it offers investment strategizing asset research, asset allocation, trade-execution-broking, tax and retirement planning, treasury management, portfolio review and accounting, and inheritance planning services.
Further, the company invests in, buys, sells, and deals in various securities and other related activities.
The company was founded in 1990 and is based in Ahmedabad, India.
| Country | India |
| Founded | 1990 |
| Industry | Capital Markets |
| Sector | Financials |
| Employees | 80 |
| CEO | Ashish Shah |
Contact Details
Address: Capitol House Ahmedabad, 380015 India | |
| Phone | 91 79 4024 0000 |
| Website | wealth-firstonline.com |
Stock Details
| Ticker Symbol | WEALTH |
| Exchange | National Stock Exchange of India |
| Fiscal Year | April - March |
| Reporting Currency | INR |
| ISIN Number | INE658T01017 |
| SIC Code | 6282 |
Key Executives
| Name | Position |
|---|---|
| Ashish Navnitlal Shah | Founder, MD and Director |
| Dhiren Narendrakumar Parikh | Chief Financial Officer |
| Manish Dhirajlal Kansara | Chief Operations Officer |
| Aayush Kamleshbhai Shah | Compliance Officer and Company Secretary |
| Hena Ashish Shah | Whole-Time Director |
| Rakesh Shah | Chief Investment Officer |
| Nirad Shah | Senior Vice President of Sales |
| Bhadresh Shah | Senior Vice President - Equity |
| Swapneel Shah | Chief Manager of Operations |