About Wealth First
Wealth First is a Financial Services company based in Mumbai (India) founded in 2001, and was acquired by WEALTH FIRST in June 2026. Wealth management and advisory services for high net worth individuals, families, and corporates in India. Wealth First offers products and services including Wealth Management and Family Office. Its focus areas include Corporate Finance, Treasury Management, Corporate Advisory and Investment Advisory. Its legal entity is Wealth-First Ltd.
Company details
Wealth First is identified as a boutique investment advisory firm that delivers wealth management solutions to high net worth individuals, family offices, corporates, and institutions. It is characterized by its use of hard-core research, continuous innovation, and customization to create tailored solutions for clients. Professionals with over 300 years of combined experience, including 70 qualified MBAs, CAs, and CFAs, are employed to provide unbiased advice through a non-conflicting business model. Offices are situated in Mumbai, and the firm has been registered with AMFI since 2003, maintaining an unchanged core management team for the past 15 years to ensure financial security and long-term growth.
- Headquarters Mumbai, India
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Acquired by WEALTH FIRST (Jun 2026)
- Legal Name Wealth-First Ltd
- Investors
- Acquired byWEALTH FIRST
(Jun 2026)
Products & Services of Wealth First
Wealth First offers a comprehensive portfolio of products and services, including Wealth Management and Family Office.
Wealth management services are provided for individuals and families, involving analysis of investment decisions to ensure long-term growth and protection of interests
Family office services are offered to manage finances for high net worth families, focusing on customized solutions and strategic advisory
Investors in Wealth First
Wealth First has secured backing from 1 investor. Prominent investors backing the company include WEALTH FIRST.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Investment management and retirement planning services are provided. | 1992 | wealth-firstonline.com | Ahmedabad, India |
Investor details for Wealth First
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
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Timeline of Wealth First
2 dated milestones of Wealth First across 25 years, from founding to its latest funding, stage changes and deals.
- Founded Wealth First is founded.
- Exit Acquired by WEALTH FIRST.
Top companies in Investment Banks
2 companies that operate in the same segment as Wealth First (Investment Banks) in India, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Ambit is recognized as a leading provider of financial advice and capital in India. | 1997 | Mumbai, Maharashtra, India | USD 39.09 M | USD 116.66 M | 104 | |
Commercial bank | 1911 | Mumbai, Maharashtra, India |
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Frequently Asked Questions about Wealth First
Wealth First was founded in 2001.
Wealth First is headquartered in Mumbai, India. It is registered at Mumbai, Maharashtra, India.
Wealth First is identified as a boutique investment advisory firm that delivers wealth management solutions to high net worth individuals, family offices, corporates, and institutions. It is characterized by its use of hard-core research, continuous innovation, and customization to create tailored solutions for clients. Professionals with over 300 years of combined experience, including 70 qualified MBAs, CAs, and CFAs, are employed to provide unbiased advice through a non-conflicting business model. Offices are situated in Mumbai, and the firm has been registered with AMFI since 2003, maintaining an unchanged core management team for the past 15 years to ensure financial security and long-term growth.
Wealth First offers Wealth Management and Family Office.
Wealth First has 1 investor. Key investors include WEALTH FIRST.
Wealth First operates through Wealth-First Ltd.
Yes. Wealth First was acquired by WEALTH FIRST in June 2026.