About WealthFirst
WealthFirst is a Financial Services company based in Mumbai (India) founded in 2000. It offers wealth management, estate planning, and corporate treasury solutions to clients. It operates on a B2B and B2C model. WealthFirst offers products and services including Family Office, Private Wealth Management, Estate Planning, and Corporate Treasury Solutions. Its focus areas include FinTech, Corporate Finance, Treasury Solutions and Investment Tech. Its legal entity in India is Wealth Firstwealth First Finserv Llp (AAJ-1363). Similar companies include UTI Mutual Fund, 360 One and Avendus; 2 of its 3 listed similar companies have raised funding.
Company details
Wealth First Finserv LLP is a financial services firm based in India, specializing in unbiased wealth management. They provide services like family office management, private wealth advisory, estate planning, and corporate treasury solutions. Using data-driven models, they help clients accumulate, protect, and grow wealth while ensuring efficient transfer to future generations. The firm caters to individuals and corporations with experienced professionals.
- Headquarters Mumbai, India
- SectorsFinancial Services
- Website wealthfirst.co.in
- Social LinkedIn Facebook Instagram YouTube
- Legal Name Wealth Firstwealth First Finserv Llp
- Date of Incorporation 12 Apr, 2017
- Jurisdiction Hyderabad, Telangana, India
Associated legal entities of WealthFirst
WealthFirst operates through Wealth First Finserv Llp (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Wealth First Finserv Llp CIN AAJ-1363 | Active | 12 Apr 2017 | Hyderabad, Telangana | 3 | View details |
Products & Services of WealthFirst
WealthFirst offers a comprehensive portfolio of products and services, including Family Office, Private Wealth Management, Estate Planning, and Corporate Treasury Solutions.
Services for preserving and growing family wealth effectively.
Process to accumulate, protect, and grow client wealth.
Assists in efficient wealth transfer to future generations.
Optimizes funding costs for business treasury activities.
Apps and channels of WealthFirst
its YouTube channel Wealth First Finserv LLP has 33 subscribers and 4 videos.
Videos from WealthFirst
The most watched videos on WealthFirst's YouTube channel, Wealth First Finserv LLP (33 subscribers). Click a video to play it here.
More on Wealth First Finserv LLP.
Board of directors of Wealth First Finserv Llp (WealthFirst)
Wealth First Finserv Llp is the primary company behind WealthFirst. The board of Wealth First Finserv Llp currently have 3 directors; the longest-serving is Elluru Bala Venkata Ramana Gupta, appointed in 2017. 1 earlier director has ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Elluru Bala Venkata Ramana Gupta DIN 07402341 | Designated Partner | 12 Apr 2017 | 9 yrs 6 mo | Wealth First Finserv Llp |
| Elluru Sandhya DIN 07771456 | Designated Partner | 12 Apr 2017 | 9 yrs 6 mo | Wealth First Finserv Llp |
| Sampat Kumar Devulapalli DIN 08405206 | Designated Partner | 14 Feb 2019 | 7 yrs 8 mo | Wealth First Finserv Llp |
Similar companies to WealthFirst
WealthFirst has 3 listed similar companies in our database, 2 of them funded. They include UTI Mutual Fund, 360 One and Avendus.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| utimf.com | 2001 | Mumbai, India | $142.4M | 1,468 | Mutual funds, portfolio management, and retirement planning services are offered. | |
| 360.one | 2008 | Mumbai, India | 65 | Asset and wealth management software is provided for businesses. | ||
| avendus.com | 1999 | Mumbai, India | $178.11M | 215 | Corporate advisory and investment services are provided to clients. |
Detailed similar companies of WealthFirst
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Top companies in Investment & Wealth Tech
3 companies that operate in the same segment as WealthFirst (Investment & Wealth Tech) in India, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Investment consultant for future & options and commodities | 1987 | Kochi, Kerala, India | USD 71.52 M | 2,690 | ||
Technology-led financial products and infrastructure services are provided for consumers. | 2021 | Mumbai, Maharashtra, India | USD 145.66 M | USD 1.98 M | 376 |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Frequently Asked Questions about WealthFirst
WealthFirst was founded in 2000.
WealthFirst is headquartered in Mumbai, India. It is registered at Mumbai, Maharashtra, India.
Wealth First Finserv LLP is a financial services firm based in India, specializing in unbiased wealth management. They provide services like family office management, private wealth advisory, estate planning, and corporate treasury solutions. Using data-driven models, they help clients accumulate, protect, and grow wealth while ensuring efficient transfer to future generations. The firm caters to individuals and corporations with experienced professionals.
WealthFirst's top competitors include UTI Mutual Fund, Avendus and 360 One.
WealthFirst offers Family Office, Private Wealth Management, Estate Planning, and Corporate Treasury Solutions.
WealthFirst operates through Wealth First Finserv Llp.
The legal entities of WealthFirst currently have 3 directors, including Elluru Bala Venkata Ramana Gupta, Sampat Kumar Devulapalli, Elluru Sandhya.