WEALTH FIRST

Ahmedabad, India Founded: 1992 • Age: 34 yrs Listed
Investment management and retirement planning services are provided.
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About WEALTH FIRST

WEALTH FIRST is a publicly listed company based in Ahmedabad (India) founded in 1992. It operates as an investment management and retirement planning services are provided. The company has 68 employees. WEALTH FIRST has completed 1 acquisition, including Wealth First. Its website wealth-firstonline.com draws about 16 thousand monthly visits. Its Indian entity Wealth First Portfolio Managers Limited reported revenue of ₹60.07 Cr. WEALTH FIRST offers products and services including Portfolio Management, Broking Services, and Asset Allocation. Its focus areas include Asset Management and Diversified. Similar companies include Fidelity Investments, UTI Mutual Fund, S&P Global, Bank of America and FIS and 5 more; 4 of its 10 listed similar companies have raised funding.

Company details

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.

Operational Areas
Financial Services → Asset Management
Key Metrics
  • Market Cap
    ₹941 Cr

    WEALTH · NSE

  • Share Price
    ₹861.75

    -2.38% today

  • Revenue
    ₹68.39 Cr

    FY 2025-26 · +14.3% YoY

  • EBITDA
    ₹49.41 Cr

    Margin 72.2%

  • Net Profit
    ₹38.66 Cr

    FY 2025-26 · +9.6% YoY

  • P/E (TTM)
    28.5x

    P/B 6.3x

  • Employee Count
    68
  • Investments & Acquisitions
    Wealth First

Products & Services of WEALTH FIRST

WEALTH FIRST offers a comprehensive portfolio of products and services, including Portfolio Management, Broking Services, and Asset Allocation.

Portfolio Management
Wealth Management

Service for managing investment portfolios of individuals and institutions.

Broking Services
Trading

Platform for trading securities and depository management securely.

Asset Allocation
Investment Planning

Strategy to distribute assets based on client risk profiles effectively.

Apps and channels of WEALTH FIRST

WEALTH FIRST publishes 2 mobile apps with over 1.1K+ downloads; its YouTube channel Wealth First Portfolio Managers Limited has 138 subscribers and 10 videos.

WF Backoffice
Google Play Finance Everyone Free
Developer: WEALTH FIRST PORTFOLIO MANAGERS LIMITED
View on Google Play
WAVE First
Google Play Finance Everyone Free
Developer: WEALTH FIRST PORTFOLIO MANAGERS LIMITED
View on Google Play
Wealth First Portfolio Managers Limited
YouTube 138 subscribers 10 videos Nonprofits & Activism
Open channel

Videos from WEALTH FIRST

The most watched videos on WEALTH FIRST's YouTube channel, Wealth First Portfolio Managers Limited (138 subscribers). Click a video to play it here.

Wealth First Corporate Film
2.3K views
WEALTH FIRST Listing ceremony
376 views
Financial Planning 360 Degrees By Ashish Shah in Ahmedabad Management Association
312 views
WEALTH FIRST PORTFOLIO MANAGERS LIMITED AGM 2022-23
209 views

More on Wealth First Portfolio Managers Limited.

Board of directors of Wealth First Portfolio Managers Limited (WEALTH FIRST)

Wealth First Portfolio Managers Limited is the primary company behind WEALTH FIRST. The boards of the 2 registered companies of WEALTH FIRST currently have 6 directors; the longest-serving is Ashish Navnitlal Shah, appointed in 2002. 9 earlier directors have ceased.

DirectorDesignationAppointedTenureEntity
Ashish Navnitlal Shah
DIN 00089075
Managing Director16 Apr 200224 yrs 6 moWealth First Portfolio Managers Limited, Wealth First Commodities Private Limited
Hena Ashish Shah
DIN 00089161
Whole-time director12 Nov 201015 yrs 11 moWealth First Portfolio Managers Limited, Wealth First Commodities Private Limited
Binal Bhukhanwala Gandhi
DIN 02740504
Director28 Aug 20179 yrs 1 moWealth First Portfolio Managers Limited
Amit Maheshkumar Trivedi
DIN 11202163
Director04 Aug 20251 yr 2 moWealth First Portfolio Managers Limited
Siddharth Arvindkumar Shah
DIN 11201705
Director04 Aug 20251 yr 2 moWealth First Portfolio Managers Limited
Saurabh Sonthalia
DIN 01355617
Director04 Aug 20251 yr 2 moWealth First Portfolio Managers Limited

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.

  • IPO date20 Jan 2021
  • Listed onNSE: WEALTH
  • Listed entityWealth First Portfolio Managers Ltd.
  • Exchange sectorFinance
  • ISININE658T01017
  • Share price₹883.00 (+0.21% on the day) · 2026-10-14
  • Market capitalisation₹939 Cr
  • Price to earnings26.0
  • EPS (diluted, trailing year)₹33.98
  • Dividend yield1.47%
  • Volume (last session)311

Financials of WEALTH FIRST

Exchange-reported figures of Wealth First Portfolio Managers Limited, the listed company behind WEALTH FIRST (NSE: WEALTH).

Financial Highlights

FY 2025-26 · Consolidated
Revenue
₹68.39 Cr
+14.3% YoY
EBITDA
₹49.41 Cr
+8.9% YoY
Profit After Tax
₹38.66 Cr
+9.6% YoY
Net Worth
₹150 Cr
+17.1% YoY
Total Assets
₹171 Cr
+32.2% YoY
Total Debt
Nil

Revenue vs Net Profit ₹ Cr

Margin trends

Financial summary ₹ Cr

MetricsFY 2025-26FY 2024-25FY 2023-24FY 2022-23FY 2021-22FY 2020-21FY 2019-20
Income statement
Revenue68.3959.8466.7629.4333.2624.549.87
Revenue growth+14.3%-10.4%+126.8%-11.5%+35.5%+148.6%-
EBITDA49.4145.3655.6419.2425.0918.262.60
EBITDA margin+72.3%+75.8%+83.3%+65.4%+75.4%+74.4%+26.3%
Profit before tax51.6945.1255.4218.6724.7618.191.93
Net profit38.6635.2842.6913.8218.8712.871.43
Net profit margin+56.5%+59.0%+64.0%+47.0%+56.7%+52.4%+14.5%
EPS (₹)36.2932.0540.0612.9817.6912.082.00
Balance sheet
Total assets17112911977.3768.1546.9137.79
Net worth15012911876.6665.6046.2334.47
Total debt0.000.000.000.041.870.002.64
Cash & bank1.302.714.802.575.441.571.45
Net working capital43.9680.7561.4728.2237.3634.6134.87
Cash flow
Cash from operations75.4112.3315.5120.4220.956.99(8.24)
Cash from investing(78.96)6.57(9.58)(18.95)(17.65)(2.38)1.86
Cash from financing2.13(21.00)(3.70)(4.34)0.57(3.50)0.06
ParticularsJun 2026Mar 2026Dec 2025Sep 2025Jun 2025Mar 2025Dec 2024Sep 2024
Revenue14.3216.516.4920.5724.81(3.26)16.2519.51
Revenue growth (YoY)-42.3%+606.4%-60.1%+5.4%+20.2%---
Other income4.662.150.290.190.070.970.974.03
EBITDA9.3011.751.0015.1621.49(6.23)11.3815.56
EBITDA margin+64.9%+71.2%+15.4%+73.7%+86.6%+191.1%+70.0%+79.8%
Depreciation0.210.120.100.090.080.100.090.09
Interest0.010.010.020.000.000.040.030.01
Profit before tax13.7413.771.1715.2621.48(5.40)12.2319.49
Tax3.313.280.404.205.53(1.12)2.964.33
Net profit10.4310.490.7711.0615.95(4.28)9.2715.16
EPS (₹)9.699.871.0510.3914.98(4.03)8.7014.23
MetricsFY 2025-26FY 2024-25FY 2023-24FY 2022-23FY 2021-22FY 2020-21FY 2019-20
Income statement
Revenue63.4058.7466.2828.9933.1524.529.87
Revenue growth+7.9%-11.4%+128.6%-12.6%+35.2%+148.4%-
EBITDA47.1744.5355.2018.8224.9818.272.61
EBITDA margin+74.4%+75.8%+83.3%+64.9%+75.4%+74.5%+26.4%
Profit before tax52.4644.2954.9818.2624.6518.091.94
Net profit40.2334.8442.3713.5318.7912.801.44
Net profit margin+63.5%+59.3%+63.9%+46.7%+56.7%+52.2%+14.6%
EPS (₹)37.7631.6339.7712.6817.6112.002.02
Balance sheet
Total assets15112811876.8967.9946.8437.79
Net worth15112711776.1865.4446.1634.48
Total debt0.000.000.000.041.870.002.64
Cash & bank1.072.364.692.545.201.371.37
Net working capital43.4479.7659.3527.1436.6333.9434.47
Cash flow
Cash from operations71.559.0116.1020.6320.917.05(8.28)
Cash from investing(54.97)9.66(10.26)(18.95)(17.65)(2.57)1.85
Cash from financing(17.87)(21.00)(3.70)(4.34)0.57(3.50)0.06
ParticularsJun 2026Mar 2026Dec 2025Sep 2025Jun 2025Mar 2025Dec 2024Sep 2024
Revenue14.0814.726.0217.8524.80(3.53)15.7819.47
Revenue growth (YoY)-43.2%+517.0%-61.9%-8.3%+22.0%---
Other income3.125.270.170.190.070.970.974.02
Total expenses3.683.534.115.642.952.904.783.85
EBITDA10.4011.191.9112.2121.85(6.43)11.0015.62
EBITDA margin+73.9%+76.0%+31.7%+68.4%+88.1%+182.2%+69.7%+80.2%
Depreciation0.090.110.100.090.080.100.090.09
Interest0.010.010.020.000.000.040.030.01
Profit before tax13.4216.341.9612.3121.84(5.60)11.8519.54
Tax3.092.640.573.405.61(1.34)2.874.34

Financial Statements

Figures in ₹ Cr; negatives in brackets. Updated 19 Oct 2026
ParticularsJun 2026Mar 2026Dec 2025Sep 2025Jun 2025Mar 2025Dec 2024Sep 2024
Revenue14.3216.516.4920.5724.81(3.26)16.2519.51
Revenue growth (YoY)-42.3%+606.4%-60.1%+5.4%+20.2%---
Other income4.662.150.290.190.070.970.974.03
EBITDA9.3011.751.0015.1621.49(6.23)11.3815.56
EBITDA margin+64.9%+71.2%+15.4%+73.7%+86.6%+191.1%+70.0%+79.8%
Depreciation0.210.120.100.090.080.100.090.09
Interest0.010.010.020.000.000.040.030.01
Profit before tax13.7413.771.1715.2621.48(5.40)12.2319.49
Tax3.313.280.404.205.53(1.12)2.964.33
Net profit10.4310.490.7711.0615.95(4.28)9.2715.16
EPS (₹)9.699.871.0510.3914.98(4.03)8.7014.23
ParticularsFY 2025-26FY 2024-25FY 2023-24FY 2022-23FY 2021-22FY 2020-21FY 2019-20
Revenue68.3959.8466.7629.4333.2624.549.87
Revenue growth+14.3%-10.4%+126.8%-11.5%+35.5%+148.6%-
Other income2.700.220.210.000.070.230.15
Total expenses18.9814.4811.1210.198.176.287.27
Employee cost0.008.177.195.974.623.714.15
EBITDA49.4145.3655.6419.2425.0918.262.60
EBITDA margin+72.3%+75.8%+83.3%+65.4%+75.4%+74.4%+26.3%
Depreciation0.390.360.370.480.320.230.33
Interest0.030.100.060.090.080.070.49
Profit before tax51.6945.1255.4218.6724.7618.191.93
Tax13.4110.9812.734.855.895.320.50
Net profit38.6635.2842.6913.8218.8712.871.43
Net profit margin+56.5%+59.0%+64.0%+47.0%+56.7%+52.4%+14.5%
EPS (₹)36.2932.0540.0612.9817.6912.082.00
ParticularsFY 2025-26FY 2024-25FY 2023-24FY 2022-23FY 2021-22FY 2020-21FY 2019-20
Equity & liabilities
Share capital10.6610.6610.6610.6610.6610.666.39
Reserves & surplus14011810866.0054.9435.5728.08
Shareholders' funds (net worth)15012911876.6665.6046.2334.47
Minority interest19.620.000.000.000.000.000.00
Secured loans0.000.000.000.001.870.002.64
Unsecured loans0.000.000.000.040.000.000.00
Total debt0.000.000.000.041.870.002.64
Total liabilities17112911977.3768.1546.9137.79
Assets
Gross block6.254.233.903.573.472.322.22
Net block2.510.880.910.991.310.480.61
Capital work in progress0.000.000.000.000.000.000.00
Investments10531.2148.1238.6017.422.440.02
Inventories26.9871.4556.9923.7731.6834.0532.62
Sundry debtors8.466.164.803.363.351.541.23
Cash & bank balances1.302.714.802.575.441.571.45
Loans & advances16.397.440.781.430.440.201.71
Total current assets53.1387.7667.3731.1340.9137.3637.01
Total current liabilities9.177.015.902.913.552.752.14
Net working capital43.9680.7561.4728.2237.3634.6134.87
Total assets17112911977.3768.1546.9137.79
ParticularsFY 2025-26FY 2024-25FY 2023-24FY 2022-23FY 2021-22FY 2020-21FY 2019-20
Opening cash2.714.802.575.441.570.467.78
Net cash from operating activities75.4112.3315.5120.4220.956.99(8.24)
Net cash from investing activities(78.96)6.57(9.58)(18.95)(17.65)(2.38)1.86
Net cash from financing activities2.13(21.00)(3.70)(4.34)0.57(3.50)0.06
Net change in cash(1.41)(2.09)2.23(2.87)3.871.11(6.33)
Closing cash1.302.714.802.575.441.571.45
ParticularsFY 2025-26FY 2024-25FY 2023-24FY 2022-23FY 2021-22FY 2020-21FY 2019-20
Growth
Sales growth+14.3%-10.4%+126.8%-11.5%+35.5%+148.6%-
EBITDA growth+8.9%-18.5%+189.2%-23.3%+37.4%+602.3%-
PBT growth+14.6%-18.6%+196.8%-24.6%+36.1%+842.5%-79.1%
Net income growth+9.6%-17.4%+208.9%-26.8%+46.6%+800.0%-
Revenue CAGR (3Y)+32.5%+21.6%+39.6%+43.9%-53.5%-52.2%-63.3%
EBITDA CAGR (3Y)+36.9%+21.8%+45.0%+94.9%+37.8%+15.7%-30.9%
Profitability & leverage
Net income margin+56.0%+57.1%+64.0%+47.0%+56.7%+52.4%+14.5%
Return on capital employed-+36.5%+56.5%+25.8%+43.1%+43.2%+6.2%
Return on net worth-+27.7%+43.8%+19.4%+33.7%+31.9%+3.7%
Debt / equity-0.000.000.010.020.030.06
Long-term debt / equity-0.000.000.000.000.000.00
Interest cover0.060.220.110.480.320.3921.59
Efficiency & per share
Fixed asset turnover-14.7717.938.3611.5110.914.72
Inventory turnover-0.941.661.061.010.740.35
Debtors turnover-10.9616.418.7713.6317.885.22
EPS (₹)36.2932.0540.0612.9817.6912.082.00
Dividend per share (₹)1.0016.007.003.002.001.001.00
Book value per share (₹)0.00120.61111.0071.9461.5643.3953.92
ParticularsJun 2026Mar 2026Dec 2025Sep 2025Jun 2025Mar 2025Dec 2024Sep 2024
Revenue14.0814.726.0217.8524.80(3.53)15.7819.47
Revenue growth (YoY)-43.2%+517.0%-61.9%-8.3%+22.0%---
Other income3.125.270.170.190.070.970.974.02
Total expenses3.683.534.115.642.952.904.783.85
EBITDA10.4011.191.9112.2121.85(6.43)11.0015.62
EBITDA margin+73.9%+76.0%+31.7%+68.4%+88.1%+182.2%+69.7%+80.2%
Depreciation0.090.110.100.090.080.100.090.09
Interest0.010.010.020.000.000.040.030.01
Profit before tax13.4216.341.9612.3121.84(5.60)11.8519.54
Tax3.092.640.573.405.61(1.34)2.874.34
ParticularsFY 2025-26FY 2024-25FY 2023-24FY 2022-23FY 2021-22FY 2020-21FY 2019-20
Revenue63.4058.7466.2828.9933.1524.529.87
Revenue growth+7.9%-11.4%+128.6%-12.6%+35.2%+148.4%-
Other income5.700.220.210.000.070.120.15
Total expenses16.2314.2111.0810.178.176.257.26
Employee cost0.007.937.195.974.623.714.15
EBITDA47.1744.5355.2018.8224.9818.272.61
EBITDA margin+74.4%+75.8%+83.3%+64.9%+75.4%+74.5%+26.4%
Depreciation0.380.360.370.480.320.230.33
Interest0.030.100.060.080.080.070.49
Profit before tax52.4644.2954.9818.2624.6518.091.94
Tax12.2310.6012.614.735.865.290.50
Net profit40.2334.8442.3713.5318.7912.801.44
Net profit margin+63.5%+59.3%+63.9%+46.7%+56.7%+52.2%+14.6%
EPS (₹)37.7631.6339.7712.6817.6112.002.02
ParticularsFY 2025-26FY 2024-25FY 2023-24FY 2022-23FY 2021-22FY 2020-21FY 2019-20
Equity & liabilities
Share capital10.6610.6610.6610.6610.6610.666.39
Reserves & surplus14011710765.5254.7835.5028.09
Shareholders' funds (net worth)15112711776.1865.4446.1634.48
Secured loans0.000.000.000.041.870.002.64
Unsecured loans0.000.000.000.000.000.000.00
Total debt0.000.000.000.041.870.002.64
Total liabilities15112811876.8967.9946.8437.79
Assets
Gross block4.804.233.903.633.472.322.22
Net block1.070.880.910.981.310.480.61
Capital work in progress0.000.000.000.000.000.000.00
Investments88.2331.0549.3939.2018.023.040.43
Inventories26.9870.8456.1922.9031.2533.6232.32
Sundry debtors7.565.744.383.053.281.471.23
Cash & bank balances1.072.364.692.545.201.371.37
Loans & advances16.177.780.911.510.410.201.69
Total current assets51.7886.7266.1730.0040.1436.6636.61
Total current liabilities8.346.966.822.863.512.722.14
Net working capital43.4479.7659.3527.1436.6333.9434.47
Total assets15112811876.8967.9946.8437.79
ParticularsFY 2025-26FY 2024-25FY 2023-24FY 2022-23FY 2021-22FY 2020-21FY 2019-20
Opening cash2.364.692.545.201.370.387.74
Net cash from operating activities71.559.0116.1020.6320.917.05(8.28)
Net cash from investing activities(54.97)9.66(10.26)(18.95)(17.65)(2.57)1.85
Net cash from financing activities(17.87)(21.00)(3.70)(4.34)0.57(3.50)0.06
Net change in cash(1.29)(2.33)2.15(2.66)3.830.98(6.37)
Closing cash1.072.364.692.545.201.371.37
ParticularsFY 2025-26FY 2024-25FY 2023-24FY 2022-23FY 2021-22FY 2020-21FY 2019-20
Growth
Sales growth+7.9%-11.4%+128.6%-12.6%+35.2%+148.4%-
EBITDA growth+5.9%-19.3%+193.3%-24.7%+36.7%+600.0%-
PBT growth+18.5%-19.4%+201.1%-25.9%+36.3%+832.5%-78.8%
Net income growth+15.5%-17.8%+213.2%-28.0%+46.8%+788.9%-
Revenue CAGR (3Y)+29.8%+21.0%+39.3%+43.2%-53.6%-52.2%-63.3%
EBITDA CAGR (3Y)+35.8%+21.3%+44.6%+93.2%+38.0%+15.8%-30.8%
Profitability & leverage
Net income margin+63.5%+57.4%+63.9%+46.7%+56.7%+52.2%+14.6%
Return on capital employed-+36.1%+56.5%+25.3%+43.0%+42.9%+6.2%
Return on net worth-+27.5%+43.8%+19.1%+33.6%+31.7%+3.8%
Debt / equity-0.000.000.010.020.030.06
Long-term debt / equity-0.000.000.000.000.000.00
Interest cover0.060.230.110.440.320.3921.49
Efficiency & per share
Fixed asset turnover-14.5017.668.1711.4710.854.72
Inventory turnover-0.931.681.071.020.750.36
Debtors turnover-11.6517.909.1613.9918.255.30
EPS (₹)37.7631.6339.7712.6817.6112.002.02
Dividend per share (₹)1.0016.007.003.002.001.001.00
Book value per share (₹)0.00119.54110.1971.4961.4143.3153.93

Investments & Acquisitions by WEALTH FIRST

WEALTH FIRST has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Wealth First.

Acquisitions
Company NameDescriptionDomainLocationFoundedAcquiredAmount
Wealth First
Wealth management and advisory services for high net worth individuals, families, and corporates in India.
wealth-first.comMumbai, India2001Jun 2026$10.8M
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Complete acquisition details for WEALTH FIRST

Acquired stakes, deal sources and the complete acquisition history require an active premium plan.

  • Acquired stakes
  • Deal sources
  • Complete history
  • Exports

Verified entity values are shown only after access is granted.

Timeline of WEALTH FIRST

3 dated milestones of WEALTH FIRST across 34 years, from founding to its latest funding, stage changes and deals.

  1. Founded WEALTH FIRST is founded.
  2. IPO Lists on the stock exchange (IPO).
  3. Acquisition Acquires Wealth First.

Similar companies to WEALTH FIRST

WEALTH FIRST has 10 listed similar companies in our database, 4 of them funded. They include Fidelity Investments, UTI Mutual Fund, S&P Global, Bank of America and FIS, among others.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
Fidelity Investments
fidelity.com1946Boston, United States$517.99M24,000
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
UTI Mutual Fund
utimf.com2001Mumbai, India$142.4M1,468
Mutual funds, portfolio management, and retirement planning services are offered.
S&P Global
spglobal.com1917New York, United States$8M5,000
Platform offering business intelligence solutions that combine data and actionable analytics for clients
Bank of America
bankofamerica.com1904Charlotte, United States–208,000
Commercial banking and asset management services are offered worldwide.
FIS
fisglobal.com1968Jacksonville, United States–22,604
Software suites for banks and financial institutions are provided.
State Street
statestreet.com1792Boston, United States–46,000
Financial services are provided to asset managers worldwide.
360 One
360.one2008Mumbai, India–65
Asset and wealth management software is provided for businesses.
Avendus
avendus.com1999Mumbai, India$178.11M215
Corporate advisory and investment services are provided to clients.
Sundaram Finance
sundaramfinance.in1954Chennai, India–8,285
Provider of consumer & SME loans and equipment & vehicle leasing services
Goldman Sachs
goldmansachs.com1869New York, United States–333
Investment banking services are delivered across multiple financial sectors.
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Detailed similar companies of WEALTH FIRST

The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.

  • Full competitor set
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Web traffic of WEALTH FIRST

The website of WEALTH FIRST (wealth-firstonline.com) receives about 15.5K visits a month.

  • Monthly visits
    15.5K

    ▼ 2% vs previous month

Similar websites

Websites whose visitors overlap most with WEALTH FIRST. Affinity shows how closely the audiences match.

WebsiteDomainAudience affinityMonthly visitsGlobal rankProfile
Assetmonk
assetmonk.com
100%
12.5K#1,744,597View details
njgroup.in
njgroup.in
98%
–#544,475–
Motilal Oswal Private Wealth
motilaloswalpwm.com
96%
11.6K#2,115,243View details
Systematix
systematixgroup.in
94%
26.7K#901,519View details
Wealthy
wealthy.in
93%
39.1K#765,183View details
••••••••••••••••.com••%•.•M#•••••–
••••••••••••••••.com••%•.•M#•••••–
••••••••••••••••.com••%•.•M#•••••–
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Top companies in Asset Management

10 companies that operate in the same segment as WEALTH FIRST (Asset Management), ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Sea
Digital entertainment, e-commerce, and financial services are provided globally.
2006Singapore, Singapore, SingaporeUSD 721.47 MUSD 22.94 B3,733
Fidelity Investments
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
1946Boston, Massachusetts, United StatesUSD 517.99 M––
SBI Mutual Fund
Provides mutual funds management and financial advisory services.
1987Mumbai, Maharashtra, India–––
Investec
Global banking, investment, and wealth management services are offered worldwide.
1974London, England, United Kingdom–USD 6.37 B7,550
AXA
Insurance, banking, and wealth management services are provided worldwide.
1816Paris, France–USD 128.35 B100,040
XP Investimentos
Diversified investment management services are offered across multiple asset classes.
2001Rio De Janeiro, Rio De Janeiro, BrazilUSD 273 M––
UTI Mutual Fund
Mutual funds, portfolio management, and retirement planning services are offered.
2001Mumbai, Maharashtra, IndiaUSD 142.4 MUSD 180.76 M1,840
Goldman Sachs
Investment banking services are delivered across multiple financial sectors.
1869New York, New York, United States–USD 126.21 B46,500
HSBC
Universal banking and financial advisory services are provided globally.
1865London, England, United Kingdom–USD 141.4 B211,000
Aviva
Insurance and asset management services are offered in multiple regions.
1696London, England, United Kingdom–USD 78.79 B29,090
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Related news about Wealth First

Wealth First Portfolio Managers Approves 100% Acquisition Of Wealth First Advisors
Reuters • 3 months ago
PMS firm Wealth First acquires wealth-management firm
VCCircle • 3 months ago
Wealth First Portfolio Managers Says Unit Gets SEBI Mutual Fund License
Reuters • 6 months ago
Wealth First Portfolio Managers Says Unit Receives Irdai Approvalto Operate As A Direct Insurance Broker
Reuters • 1 year ago
Wealth First Portfolio Managers consolidated net profit rises 64.94% in the September 2022 quarter
India Infoline • 1 year ago
Wealth First Portfolio Managers schedules board meeting
India Infoline • 1 year ago
Wealth First Portfolio Managers Says There Was Instance Of Cyber Fraud Against Co
Reuters • 1 year ago
Wealth First Portfolio Managers First Interim Dividend 8 Rupees Per Share
Reuters • 2 years ago
Wealth First Po Standalone December 2021 Net Sales
Moneycontrol • 4 years ago
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Frequently Asked Questions about WEALTH FIRST

WEALTH FIRST was founded in 1992.

WEALTH FIRST is headquartered in Ahmedabad, India. It is registered at Ahmedabad, Gujarat, India.

WEALTH FIRST has 68 employees.

The primary company behind WEALTH FIRST, Wealth First Portfolio Managers Limited, reported revenue of ₹60.07 Cr for FY 2025, down 10% year on year.

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.

WEALTH FIRST's top competitors include Fidelity Investments, UTI Mutual Fund and Goldman Sachs.

WEALTH FIRST offers Portfolio Management, Broking Services, and Asset Allocation.

Yes, WEALTH FIRST is publicly traded on NSE under the ticker symbol WEALTH.

WEALTH FIRST has made 1 acquisition, including Wealth First.

WEALTH FIRST is associated with 2 legal entities: Wealth First Portfolio Managers Limited, Wealth First Commodities Private Limited.

The legal entities of WEALTH FIRST currently have 8 directors, including Ashish Navnitlal Shah, Aayush Kamleshbhai Shah, Hena Ashish Shah and others.

Yes. WEALTH FIRST publishes WF Backoffice and 1 more app, with over 1,100 downloads.

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