About WEALTH FIRST
WEALTH FIRST is a company based in Ahmedabad (India) founded in 1992.. The company has 68 employees as of April 06, 2024. WEALTH FIRST offers products and services including Portfolio Management, Broking Services, and Asset Allocation. WEALTH FIRST operates in a competitive market with competitors including Fidelity Investments, UTI Mutual Fund, S&P Global, Bank of America and FIS, among others.
- Headquarter Ahmedabad, India
- Employees 68 as on 06 Apr, 2024
- Stage Public
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Sectors
Financial Services
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Email
***********
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Phone
*********
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Website
*********
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Social
*********
- Legal Name Wealth First Portfolio Managers Ltd.
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Annual Revenue
$5.32 M (USD)-31.76as on Mar 31, 2025
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Net Profit
$4.05 M (USD)-18.97as on Mar 31, 2025
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EBITDA
$5.5 M (USD)-15.8as on Mar 31, 2025
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Latest Funding Round
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Investors
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Employee Count
68
as on Apr 06, 2024
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IPO & Listings of WEALTH FIRST
WEALTH FIRST is a publicly listed company on the NSE with ticker symbol WEALTH in India, operating in the Finance sector. As a publicly traded entity, the company provides investors with opportunities to participate in its growth story through equity ownership. The listing enables access to capital markets, enhances corporate visibility, and provides liquidity for shareholders while maintaining transparency through regulatory compliance and regular financial disclosures.
Products & Services of WEALTH FIRST
WEALTH FIRST offers a comprehensive portfolio of products and services, including Portfolio Management, Broking Services, and Asset Allocation. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Service for managing investment portfolios of individuals and institutions.
Platform for trading securities and depository management securely.
Strategy to distribute assets based on client risk profiles effectively.
Funding Insights of WEALTH FIRST
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investments & Acquisitions by WEALTH FIRST
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - WEALTH FIRST
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Wealth First Comparisons
Competitors of WEALTH FIRST
WEALTH FIRST operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, UTI Mutual Fund, S&P Global, Bank of America and FIS, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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| domain | founded_year | HQ Location |
Mutual funds, portfolio management, and retirement planning services are offered.
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| domain | founded_year | HQ Location |
Platform offering business intelligence solutions that combine data and actionable analytics for clients
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| domain | founded_year | HQ Location |
Commercial banking and asset management services are offered worldwide.
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| domain | founded_year | HQ Location |
Software suites for banks and financial institutions are provided.
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| domain | founded_year | HQ Location |
Financial services are provided to asset managers worldwide.
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| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Wealth First
Frequently Asked Questions about WEALTH FIRST
When was WEALTH FIRST founded?
WEALTH FIRST was founded in 1992.
Where is WEALTH FIRST located?
WEALTH FIRST is headquartered in Ahmedabad, India. It is registered at Ahmedabad, Gujarat, India.
How many employees does WEALTH FIRST have?
As of Apr 06, 2024, the latest employee count at WEALTH FIRST is 68.
What is the annual revenue of WEALTH FIRST?
Annual revenue of WEALTH FIRST is $5.32M as on Mar 31, 2025.
What does WEALTH FIRST do?
Wealth First was established in 1992 in Ahmedabad, India, as a firm focused on the financial services sector. Investment management is handled through structured portfolios, while retirement planning is offered to support long-term financial goals. Operations are centered in India, with services tailored to individual and institutional clients seeking wealth preservation and growth strategies. The firms online presence is maintained via wealth-firstonline.com.
Who are the top competitors of WEALTH FIRST?
WEALTH FIRST's top competitors include Fidelity Investments, UTI Mutual Fund and Goldman Sachs.
What products or services does WEALTH FIRST offer?
WEALTH FIRST offers Portfolio Management, Broking Services, and Asset Allocation.
Is WEALTH FIRST publicly traded?
Yes, WEALTH FIRST is publicly traded on NSE under the ticker symbol WEALTH.
What is WEALTH FIRST's ticker symbol?
The ticker symbol of WEALTH FIRST is WEALTH on NSE.