Inclusive Services, Exclusive Advisory

Wealth First is a one stop financial management solution for Individuals, Families & Corporates. We create tailor-made solutions for every client using a plethora of investment options. Specialized unmatched talent across various industry facets makes us a established force in Wealth Management.

Wealth Management

Family Office

Corporate Treasury Management

Excellence Exemplified

At Wealth First, we ensure long term growth of your wealth. Our company’s foundation is based on the principals of – “Hard-core Research”, “Continuous Innovation” & “Customization”. At all times, we thoroughly analyze all investment related decisions to secure your future and protect your interests.

Customised investment solutions from a team with vast experience in wealth advisory


With over 300 + years of combined professional experience


We have 70 qualified MBAs, CAs, and CFAs with strategic skills and competencies across various product and services.

HNI’s & Families

Managing and advising over 1000 HNI’s and 100+ Families, Corporate & Trusts.

Client Focus & Client Profile

Understanding client requirements is at the core of what we do. We adopt a conscious approach to bridge the gap between researched ideas and the reality of your needs. By setting the right strategy, we aim to be your In-house Finance Team to make your investments simpler, logical and profitable. Our non-conflicting business model (with no inhouse developed products) allows us to provide unbiased customized solutions.

The most compelling wealth management ideas involve expertise, skill and are developed over a period of time. As an independent wealth management firm, our approach is to provide senior level quality service that enables clients to visualize and achieve their long term goals. Our core management team has remained unchanged for the last 15 years providing continuous value addition in every aspect of financial security.


Family Offices


Senior Level professionals in Private & Public Sector

Charitable, Educational & Other Institutions