Wealth First

Your Goals. Your Wealth.
Our Commitment.

At Wealth First, every strategy begins with your goals, and every decision is guided by our commitment to protecting and growing your wealth. We create tailored solutions designed entirely around you and believe successful wealth management is built on trust, clarity, and a long-term perspective.

As a highly experienced partner driven firm
our approach combines disciplined planning, balanced asset allocation, and continuous portfolio oversight to create sustainable long-term wealth.

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ASSETS UNDER MANAGEMENT

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YEARS OF EXCELLENCE

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GLOBAL CLIENTS

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EMPLOYEES

STRATEGIC OFFICES

Expert financial guidance
designed around your unique needs.

We believe financial planning is about more than just investments. It is about creating stability, growth, and peace of mind for the future.

Individuals & HNIs

Personalized wealth management solutions designed to help individuals and HNIs grow and protect their wealth with confidence.

Entrepreneurs & Promoters

Strategic investment and financial management solutions tailored to meet the evolving needs of entrepreneurs and promoters.

Family Offices

Personalized wealth management solutions focused on preserving and growing family wealth for future generations.

Corporations, Trusts & Institutions

Customized investment solutions designed to support businesses, trusts and institutions in managing investments, treasury, and long-term financial growth.

Financial Guidance You Can Rely On

Product Portfolio / Asset Classes

Strategic Asset Allocation
Multi-Asset Investment Solutions
Portfolio Monitoring & Review

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Retirement Planning Services

Long-term financial security
Goal-based retirement strategies
Stable income planning for the future

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Estate and Succession Planning Services

Structured wealth transfer solutions
Legacy and asset protection planning
Smooth succession management across generations

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Insurance Advisory Services

Personalized risk protection solutions
Financial security for every stage of life
Comprehensive insurance planning guidance

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Tax Advisory Services

Tax-efficient financial planning
Strategic tax management solutions
Optimized wealth and investment structuring

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Core Features & Benefits

Why Our Approach Leads The Industry

Personalized investment strategies and asset allocation are tailored around your financial goals, risk profile, and long-term objectives.

With no in-house products, our investment solutions are backed by in-depth market research, data-driven insights, ensuring disciplined and well-planned portfolios.

A dedicated Relationship Manager and Partner ensure continuity, personalized guidance, and responsive support throughout your investment journey.

With regular communication from us and full access and visibility to your own securities, you stay always confident about your investments.

We actively monitor market movements and rebalance portfolios when needed to help manage risk and keep investments aligned with your financial goals.

Why People Trust Us

I write this letter of recommendation for Mr. Ashish Shah – Wealth First.
I have known him for more than a decade now and he has been an investment advisor for my family and company since 8 years.
It is great to work with someone who is truly interested in his clients need, circumstances and preferences.
His professional, ethical and caring demeanors elicit my trust and respect and I gladly recommend his services whenever possible.

-Director
A leading Engineering Company

I have known the Wealth First team for many years and have great comfort and trust in the manner they deal with all my financial matters.

-Ex-CMD
Public Sector Bank

Wealth First has a dedicated experienced team of investment experts with integrity, honesty and consistency for providing these services.

-MD
Private Bank

WFA takes care of all my financial worries, competently and professionally. Being looked after by the same professionals for over a decade is a great comfort.

-Ex-CMD
MNC Pharmaceutical Company

Ashish and Premal have played pioneering roles in spreading awareness of Mutual Funds when the industry was in its nascent stage. They are very transparent and they always keep the interest of the client in mind.

-CEO
Leading Asset Management Company

I have known them, first as my Investors and then as my Wealth Managers, our relationship has matured and solidified by their constant innovation and personal interest in managing my wealth, my interests, my well-being and my peace-of-mind.

-Entrepreneur

Wealth first has been advising on my portfolio for over 10 years. I have found their advice to be insightful, balanced and pragmatic. The team is experienced and responsive.

-Head
Multinational Investment Bank

We would like ot express our apreciation and recommendation for Wealth First Advisors and their team for managing our family office.
They have worked with us from grass root level. They have done a fantastic job for us
Hope this journey continues for a long term

-Director
Family Office