Wealth First Portfolio Managers Ltd

Wealth First Portfolio Managers Ltd

The Company was incorporated as DSFS Securities and Broking Private Limited under the provisions of the Companies Act 1956 vide certificate of incorporation on April 16 2002 in Ahmedabad. Later on the name of the Company was changed to Wealth First Portfolio Managers Private Limited vide a fresh Certificate of Incorporation dated May 14 2003. The Company was converted into a Public Limited Company in pursuance of a Special Resolution passed by the Members of the Company at the Extraordinary General Meeting held on September 18 2015. A fresh Certificate of Incorporation consequent to conversion was issued on September 30 2015 by the Registrar of Companies Gujarat and consequently the name of the Company was changed from Wealth First Portfolio Managers Private Limited to Wealth First Portfolio Managers Limited. The Company is one of top 50 AMFI distributors of Mutual Funds. Headquartered in Ahmedabad Gujarat the Company's operations are spearheaded by Mr. Ashish Shah and managed by a team of 66 financial experts managing clients from all walks-of-life in India and globally. The Company is one of the most trusted client centric financial asset management advisors in India. It is an independent Investment Advisory Firm focused only on Investment Management. The Company operates in the business of selling bonds and equity.The Company was the first to strike a Rs 1 Crore Bond deal in the Secondary market to Sell Zero Coupon Bond in Secondary to be a market maker of a MF Scheme -Unit 64. The Company was the first distributor to promote the ETFs - Benchmark Bees.The Company received licence for providing advisory services to clients by widening its service basket. It received the licence for offering retirement solutions to clients by widening its customer universe. The Company increased the HNI client base including Super and Ultra HNIs by 33%. It conducted Investor Awareness Program (IAP) at 32 locations covering more than 3000 people.The Company became the first IFA in India to list practice on a stock exchange (NSE) on 30th March 2016. During the year 2018 the Company received the All India CNBC TV - 18 Financial Advisor Award - West Zone & India Award and earned the position of an Appointed Advisor for the esteemed Educational Institutes of India.