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 has completed 1 acquisition, including Wealth First. 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
Locked
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Phone
Locked
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Website
Locked
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Social
Locked
- 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
Not available
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Investors
Not available
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Employee Count
68
as on Apr 06, 2024
- Investments & Acquisitions
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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.
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
Detailed funding history for WEALTH FIRST
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Investments & Acquisitions by WEALTH FIRST
WEALTH FIRST has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Wealth First.
Investment portfolio details for WEALTH FIRST
Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.
- Portfolio identities
- Transaction dates
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| Company Name | Description | Domain | Location | Founded Year | Amount |
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Wealth management and advisory services for high net worth individuals, families, and corporates in India.
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Locked | Locked | 2001 | Locked |
Complete acquisition details for WEALTH FIRST
Transaction dates, acquired stakes, disclosed values, domains, and locations require an active premium plan.
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Financial Statements - WEALTH FIRST
Detailed financials for WEALTH FIRST
Historical revenue, profit, statement rows, ratios, and trend charts require an active premium plan.
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Wealth First Comparisons
Peer comparison for WEALTH FIRST
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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.
| Company Name | Domain | Founded year | HQ Location | Description |
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| Locked | Locked | Locked |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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| Locked | Locked | Locked |
Mutual funds, portfolio management, and retirement planning services are offered.
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| Locked | Locked | Locked |
Platform offering business intelligence solutions that combine data and actionable analytics for clients
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| Locked | Locked | Locked |
Commercial banking and asset management services are offered worldwide.
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| Locked | Locked | Locked |
Software suites for banks and financial institutions are provided.
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| Locked | Locked | Locked |
Financial services are provided to asset managers worldwide.
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Detailed competitors of WEALTH FIRST
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Latest news on Wealth First
Complete news archive for WEALTH FIRST
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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.
As of Apr 06, 2024, the latest employee count at WEALTH FIRST is 68.
Annual revenue of WEALTH FIRST is $5.32M as on Mar 31, 2025.
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.
The ticker symbol of WEALTH FIRST is WEALTH on NSE.