Wealth First Portfolio Managers Ltd

Past performance
Performance overview
Wealth First Portfolio Managers Ltd
About Wealth First Portfolio Managers Ltd Wealth First Portfolio Managers Limited, originally established as DSFS Securities and Broking Private Limited in 2002 in Ahmedabad, is a prominent player among the top 50 AMFI distributors of Mutual Funds in India. The company, led by Mr. Ashish Shah and a team of 66 financial experts, offers a diverse range of financial services, including broking, mutual fund distribution, government securities trading, pension products, fixed deposits, portfolio management services (PMS), and direct bonds, both taxable and tax-free. It has been a pioneer in several market initiatives, such as conducting the first Rs 1 Crore bond deal in the secondary market and promoting ETFs like Benchmark Bees. Wealth First has significantly expanded its service offerings by obtaining licenses for advisory and retirement solutions, thus broadening its clientele, including a 33% increase in High Net Worth Individuals (HNIs). It also emphasizes investor education through extensive Investor Awareness Programs. Notably, the company was the first Independent Financial Advisor (IFA) in India to list on the NSE in 2016 and later expanded its shareholder base with a bonus equity issue in 2019-20.
Website wealth-firstonline.com
Founded 2002
Headquarters Ahmedabad