Wealth First is a boutique Investment Advisory firm focused on providing “Wealth Management Solutions” to High Networth Individuals, Family Offices, Corporates and Institutions. Founded in 2001, by Mr. Premal Mehta and Mr. Ashish Shah, Wealth First offers senior level engagement to help clients visualize and achieve their long term goals.The leadership team comprising of seasoned professionals from well-known financial institutions and prestigious corporates, provides extensive wealth management expertise, thereby becoming invaluable partners to clients. Our investment advice is based on customer’s financial health, pragmatic data analysis and detailed in-house research. We are amongst the most experienced Wealth Management Teams in India. Our objective is to generate financial awareness through inducing a habit of savings, setting financial goals and investing regularly to achieve these goals. With a strong team having relevant experience of over 300+ years, we help our clients in maximizing their wealth and also provide a secure financial future to clients.
| Website | http://www.wealth-first.com |
| Revenue | $15.8 million |
| Employees | 34 (16 on RocketReach) |
| Founded | 2001 |
| Address | 204, Regent Chambers, Nariman Point, Mumbai, Maharashtra 400021, IN |
| Phone | +91 98201 52306 |
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| Industry | Financial Services |
| Keywords | Investment Solutions, Investment Strategies, Wealth Management, Wealth Planning, Financial Services, Investment Advisory, Financial Advisory, Financial Planning, Asset Management, Wealth Preservation, Portfolio Management, Retirement Planning, High Net Worth, Risk Management, Estate Planning, Boutique Advisory, Family Office, Tax Planning, Investment Banking, Corporate Finance |
| Competitors | Zerodha, ICICIdirect Securities, HDFC securities, Sharekhan, Axis Securities Limited, Motilal Oswal Securities Ltd, Angel One, Upstox, Kotak Securities, Sbi Capital Securities Limited +32 more (view full list) |
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The Wealth First Advisors Pvt. Ltd. annual revenue was $15.8 million in 2026.
Premal Mehta is the Founder of Wealth First Advisors Pvt. Ltd..
16 people are employed at Wealth First Advisors Pvt. Ltd..
Wealth First Advisors Pvt. Ltd. is based in Mumbai, Maharashtra.