As custodians of your assets, we ensure consistent growth of your wealth. Being one of the most trusted wealth management firms in the country, we firmly believe in protecting your assets from financial turbulences.
Throughout our journey spanning 3 decades, we have secured our clients' assets, even during raging financial storms.
Debt Fund freeze
Debt Fund Freeze
Despite the sudden recall of 6 debt funds from the global finance giant, our clients' wealth remained unimpacted owing to our ability to forsee the disaster and steer our clients clear from the large-scale losses.
It has been a privilege to have been associated with Wealth First for a long time.”
-Tarun B Adhuaru
Wall Street Financial Crisis
the wall street financial crisis
Y2K FINANCIAL CRISIS
Despite the exponential shrinkage of global economy, owing to the Lehman crisis, our clients remained well-protected throughout the fiscal disaster through our strategic investment plans.
It has been a privilege to have been associated with Wealth First for a long time.” -Ultra HNI Client Family
the coronavirus pandemic
THE CORONAVIRUS PANDEMIC
Even as the world grapples under the economic pressure of Covid-19, our clients remain free of worries through our continuous follow-up and handholding averting permanent financial losses.
Your ability to overcome all hindrances and get the job completed is praiseworthy.
-Super Senior Citizen
Our investment mantra is to keep the customer first.
We are passionately invested in ensuring consistent growth of your wealth.
Folios till date
Clients till date
From the managing director's desk
Our onus is your asset protection.
Ashish Shah, our founder talks about how every single investment strategy rolled out for our clients is researched by his own team of experts first & how he himself trusts these solutions when it comes to his own wealth.
Well-researched investment solutions, handpicked to ensure they fit your needs perfectly because one shoe doesn't fit all.
Broking and Depository Services
Inching towards the idea of end-to-end investment planning and execution under one roof, with coveted memberships of NSE (National Stock Exchange) & BSE (Bombay Stock Exchange) along with a CDSL Depository Services registration.
Cash - Treasury Management
The importance of the Cash Management and the Treasury function for companies is increasing due to complexity of the business activities. It's all about the right activities in the preparation, direction and execution such as Cash Management.
We believe tax planning should not be done in isolation, but instead should be driven by your overall financial goals and integrated with your total financial plan.
We focus on helping retirees and those preparing for retirement to maximise their finances throughout their semi-retired and non-working years.
Tax planning is a process individuals, businesses and organisations use to evaluate their financial profile with the aim of minimising the amount of taxes paid on personal income or business profit.
Family Office - Advisory Services
We aim to preserve, generate and transfer the wealth of our clients to future generations via sound, conservative and ever-evolving financial management tools and techniques.
NRI Investment Advisory
A lot of our clients are NRIs, whom we advise and help execute their investments according to their needs. Apart from investment advising, our expertise also plays a big role on compliance and operations areas.
Trust Advisory Services
We are advisor to many big Charitable Institutions. We advise them on their overall corpus. Some of our well known clients are Education Trusts like IIM Ahmedabad , Gujarat Vidyapeeth etc.
Estate Planning/ Succession Planning
We help the clients who are planning their wealth management for their next generations by making, planning and executing the will.
Providing strategy, analysis and review services related to portfolio management, equities, hard assets and fixed income.
Empowering customers across decades through smart & client-centric investment solutions
Wouldn’t have happened without subtle-yet-persistent follow-up by the Wealth First team. The team is outstanding. This experience is testimony to everything I have heard about you in so many years - superb processes and client focus.
Leading Investment Managers
I have known Ashish Shah for more than a decade now. His professional and ethical demeanors elicit my trust and I gladly recommend his services whenever possible
Leading Engineering Company
Thank you very much for getting my two investments cleared. It was almost an impossible task because of lockdown restrictions and coordination required from different parties at different locations. Your ability to overcome all hindrances and get the job completed is praiseworthy. I am sure your management is aware of your ability. Thanking once again.
Super Senior Citizen (87)
A happy client since 15 years.
It has been a privilege to have been associated with Wealth First for a long time. Friendly service and reliable advice are always available. It is more like dealing with The Family.
Ultra HNI Client Family
Since 25 silver Years
"I have known Ashish Shah - WealthFirst Securities since 15 years, I find in him all 3 qualities that Forbes Magazine deems necessary in a professional wealth manager. Maximum flexibility needed for in order tp deal effectively with the chaotic market changes often seen in India . Internal transparency to address matters of personal trust. Cohesiveness to offer various products, services, and investments."
HCG Cancer Care
Championing investment solutions, one award at a time.
BEST FINANCIAL ADVISOR AWARD - WEST REGION - 2019-20
Sponsored by CNBC
TOP VOLUME PERFORMER IN BSE DEBT SEGMENT - 2017-18