What is Wealth First Portfolio Managers Limited?

Wealth First Portfolio Managers Limited is a leading wealth management firm that provides customized financial solutions, including portfolio management, investment advisory, and trading services. We focus on helping clients achieve long-term financial growth and security.

What services do you offer?

We offer a range of services to meet diverse financial needs: - Broking and Depository Services: For clients looking to trade in various financial instruments, including stocks and securities, we offer comprehensive broking and depository solutions. - Family & Office Services: Our family office services provide holistic financial planning and wealth management tailored for family-owned businesses and high-net-worth individuals. - NRI Investment: We assist non-resident Indians (NRIs) with investment opportunities and portfolio management tailored to their specific financial goals. - Retirement Planning: Our retirement planning services help clients secure a financially stable future by creating strategies aligned with their retirement goals.

How does your broking service work?

Our broking service offers clients a secure platform for trading in stocks and securities with real-time access to market data and performance tracking.

Can I view my trades in real-time?

Yes, our Wave First platform provides real-time monitoring of trades and portfolio performance, ensuring transparency and ease of tracking.

Are there any additional fees for trading?

We maintain transparency regarding fees. Our trading services include transaction fees, but there are no hidden charges. Detailed information about fees is available in our fee schedule.

What are Family & Office Services?

Our Family & Office Services cater to high-net-worth individuals and family-owned businesses, offering comprehensive wealth management and planning tailored to multi-generational wealth preservation.

How are family assets managed?

Our team provides dedicated support and expertise to manage family assets, including investment planning, tax advisory, and financial succession strategies.

Do you assist with NRI investment planning?

Yes, we specialize in NRI investment planning, helping clients outside India build and manage a portfolio suited to their financial goals.

What documents are required for NRI investments?

NRIs generally need to provide passport copies, proof of residence, and bank statements, among other documents. We guide clients through the process to make it as seamless as possible.

How does retirement planning work with Wealth First?

Our retirement planning services are designed to provide clients with a secure and sustainable retirement strategy. We assess your financial needs, retirement goals, and risk tolerance to develop a tailored plan.

Can I modify my retirement plan?

Yes, retirement plans are regularly reviewed and can be adjusted to accommodate changing financial goals or market conditions.

Team Members Archive - Wealth First Portfolio Managers Ltd

Ashish Shah Founder- Promoter, Managing Director

Hena Shah Whole Time Director

Binal Gandhi Non Executive Director

Amit Trivedi Independent Director

Saurabh Sonthalia Independent Director

Siddharth Shah Independent Director

Dhiren Parikh Chief Financial Officer (CFO)

Manish Kansara Chief Operations Officer (COO)

Rakesh Shah Chief Business Officer

Nirad Shah Senior Vice President - Sales

Bhadresh Shah Senior Vice President - Equity

Nishil Pandya Head of Business Development and Strategy

Sajni Patel Head of Business Development and Strategy

Mansi Parikh Assistant Vice President - Sales

Mittal Shah Assistant Vice President - Sales

Payal Shah Group HR Head

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Accessibility Commitment for Wealth First Portfolio Managers Ltd.

At Wealth First Portfolio Managers Ltd., we are committed to making our digital presence as accessible and inclusive as reasonably possible for all users, including individuals with disabilities. Our goal is to improve the usability of http://wealth-firstonline.com/accessibility-help and to support a more accessible experience for everyone, regardless of their abilities or the technologies they use.

Our Approach to Accessibility

We aim to align with the Web Content Accessibility Guidelines (WCAG), which define internationally recognized standards for digital accessibility. While full compliance cannot always be guaranteed, we strive to implement improvements where feasible and regularly review accessibility-related aspects of our website. Accessibility is an ongoing process, and we are committed to improving the experience over time as technologies, standards, and user needs evolve.

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Feedback and Contact

We welcome your feedback. If you experience any accessibility barriers or have suggestions for improvement, please contact us: Email: contact@wealthfirst.biz We are committed to reviewing all inquiries and aim to respond within 3–5 business days. If you require assistance accessing any part of this website, we are happy to provide support through alternative channels upon request. Last updated: February 12, 2026

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